Required skills

communication skills to

give and interpret instructions

clarify discussions

provide required information

literacy skills to

follow complex legal procedures

complete documentation

research skills to

locate necessary information from external sources

identify and evaluate status of information

organisational skills to make arrangements and appointments

technology skills to

operate office equipment

use a range of software packages and precedent bank

Required knowledge

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

relevant court or tribunal processes current legislation legal processes and required documentation

organisations required policies and procedures for the full range of tasks covered

legal terminology including that specific to wills and probate law

accepted codes of practice relevant to the workplace including those relation to

privacy and confidentiality

use of company property

duty of care

ethical behaviour

nondiscriminatory practice

conflict of interest

compliance with reasonable direction

legislative requirements which may relate to

professional practice limitations

relevant commonwealth state or territory legislation

schedule of fees and duties payable

trust accounts

The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria required skills and knowledge range statement and the Assessment Guidelines for the Training Package

Overview of assessment

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the ability to

treat clients in a sensitive discreet and professional manner

conduct all work within accepted codes of conduct that apply to the legal profession

apply the law and its consideration as it relates to wills and probate

prepare appropriate documentation including wills and probate matters

Context of and specific resources for assessment

Assessment must ensure access to

an actual workplace or simulated environment

appropriate legislation and regulations relevant to wills and probate matters

workplace manuals and reference materials such as company policies procedural manuals checklists and sample forms

background information on relevant courts and tribunals their jurisdiction and behavioural requirements

appropriate technology such as computers with relevant software

appropriate texts and people with expert knowledge such as legal practitioners

appropriate legislation and regulations relevant to legal matters concerning wills and probate

Method of assessment

A range of assessment methods should be used to assess practical skills and knowledge The following examples are appropriate for this unit

review of forms documents and annexures related to wills and probate prepared for designated individuals for signoff

oral and written questioning to assess knowledge of legal terminology and practice

Guidance information for assessment

Holistic assessment with other units relevant to the industry sector workplace and job role is recommended

Legislation, regulations and policies relevant to will and probates may include:

Relevant information may include:

Client's needs may include:

Documentation may include:

Designated individual may include:

Organisation's policies and procedures may include:

Appropriate agencies may include: