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Evidence Guide: BSBLEG530 - Apply legal principles in wills and probate matters

Student: __________________________________________________

Signature: _________________________________________________

Tips for gathering evidence to demonstrate your skills

The important thing to remember when gathering evidence is that the more evidence the better - that is, the more evidence you gather to demonstrate your skills, the more confident an assessor can be that you have learned the skills not just at one point in time, but are continuing to apply and develop those skills (as opposed to just learning for the test!). Furthermore, one piece of evidence that you collect will not usualy demonstrate all the required criteria for a unit of competency, whereas multiple overlapping pieces of evidence will usually do the trick!

From the Wiki University

 

BSBLEG530 - Apply legal principles in wills and probate matters

What evidence can you provide to prove your understanding of each of the following citeria?

Prepare to apply principles in wills and probate matters

  1. Identify task requirements
  2. Identify key provisions of legislation and common law, policies or procedures according to task requirements
Identify task requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Identify key provisions of legislation and common law, policies or procedures according to task requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Apply principles in wills and probate matters

  1. Analyse legal matter relevant to corporation law according to task requirements
  2. Evaluate information according to task requirements
  3. Prepare deliverable according to task and organisational requirements
Analyse legal matter relevant to corporation law according to task requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Evaluate information according to task requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare deliverable according to task and organisational requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Finalise application of principles in wills and probate matters

  1. Verify and review documentation with relevant organisational personnel
  2. Amend and sign-off according to organisational policies and procedures
  3. Store or despatch document according to task and organisational requirements
Verify and review documentation with relevant organisational personnel

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Amend and sign-off according to organisational policies and procedures

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Store or despatch document according to task and organisational requirements

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Required Skills and Knowledge

The candidate must demonstrate the ability to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including evidence of the ability to:

apply legal principles in wills and probate matters on at least four occasions.

In the course of the above, the candidate must:

prepare to apply wills and probate principles according to task requirements

apply elements of wills and probate principles to prepare a deliverable

review and amend deliverable according to feedback from supervisor

despatch deliverable according to organisational policies and procedures.

The candidate must be able to demonstrate knowledge to complete the tasks outlined in the elements, performance criteria and foundation skills of this unit, including knowledge of:

scope of the job role in the context of legislation, regulations and codes of practice

summarise the policies and procedures of the organisation for wills and probate matters

contents and process to prepare documents required for task

sources of instructions including testamentary, solicitor and deceased estate

roles and responsibilities of parties involved in wills and probate matters

forms, documents and annexures relevant to wills and probate.