Assessor Resource

BSBLEG515
Apply legal principles in wills and probate matters

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes the skills and knowledge required to prepare wills and probates, powers of attorney and other deceased estate documentation.

It applies to individuals who work under supervision, use legal principles and evaluate information from a variety of sources to provide support in a range of legal service settings.

Its application in the workplace is determined by the job role of the individual and legislation, rules, regulations and codes of practice relevant to different jurisdictions.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Identify laws and principles of wills and probate law

1.1 Source legislation, regulations and policies relevant to wills, probate and administration

1.2 Interpret key principles as they apply to wills, probate and administration matters

2. Enhance professional practice through application of relevant principles of wills and probate law

2.1 Establish relevant information in context of the particular matter

2.2 Ensure client's needs are met, obtain testamentary, solicitor, deceased estate instructions and other details

3. Prepare and execute documentation

3.1 Draft documentation according to instructions of designated individual

3.2 Forward documentation to designated individual for review and sign off in accordance with organisation's policies and procedures

4. Process documentation

4.1 Ensure documents are despatched to appropriate agencies according to instructions

4.2 Determine types of costs in accordance with legislative and regulatory requirements for costing legal services

4.3 Facilitate liaison and communication with the parties

4.4 Maintain files, noting critical dates and reminders

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Identify laws and principles of wills and probate law

1.1 Source legislation, regulations and policies relevant to wills, probate and administration

1.2 Interpret key principles as they apply to wills, probate and administration matters

2. Enhance professional practice through application of relevant principles of wills and probate law

2.1 Establish relevant information in context of the particular matter

2.2 Ensure client's needs are met, obtain testamentary, solicitor, deceased estate instructions and other details

3. Prepare and execute documentation

3.1 Draft documentation according to instructions of designated individual

3.2 Forward documentation to designated individual for review and sign off in accordance with organisation's policies and procedures

4. Process documentation

4.1 Ensure documents are despatched to appropriate agencies according to instructions

4.2 Determine types of costs in accordance with legislative and regulatory requirements for costing legal services

4.3 Facilitate liaison and communication with the parties

4.4 Maintain files, noting critical dates and reminders

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Source legislation, regulations and policies relevant to wills, probate and administration 
Interpret key principles as they apply to wills, probate and administration matters 
Establish relevant information in context of the particular matter 
2.2 Ensure client's needs are met, obtain testamentary, solicitor, deceased estate instructions and other details 
Draft documentation according to instructions of designated individual 
3.2 Forward documentation to designated individual for review and sign off in accordance with organisation's policies and procedures 
Ensure documents are despatched to appropriate agencies according to instructions 
Determine types of costs in accordance with legislative and regulatory requirements for costing legal services 
Facilitate liaison and communication with the parties 
Maintain files, noting critical dates and reminders 

Forms

Assessment Cover Sheet

BSBLEG515 - Apply legal principles in wills and probate matters
Assessment task 1: [title]

Student name:

Student ID:

I declare that the assessment tasks submitted for this unit are my own work.

Student signature:

Result: Competent Not yet competent

Feedback to student

 

 

 

 

 

 

 

 

Assessor name:

Signature:

Date:

Assessment Record Sheet

BSBLEG515 - Apply legal principles in wills and probate matters

Student name:

Student ID:

Assessment task 1: [title] Result: Competent Not yet competent

(add lines for each task)

Feedback to student:

 

 

 

 

 

 

 

 

Overall assessment result: Competent Not yet competent

Assessor name:

Signature:

Date:

Student signature:

Date: