Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners
FNSPRT407 Mapping and Delivery Guide
Investigate and substantiate entitlement in an intestate estate
Version 1.0
Issue Date: May 2024
Qualification | - |
Unit of Competency | FNSPRT407 - Investigate and substantiate entitlement in an intestate estate |
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Description | |||
Employability Skills | |||
Learning Outcomes and Application | This unit describes the skills and knowledge required to identify and verify the existence of an intestate estate, including the beneficiaries, and to prepare documentation ready for estate administration.It applies to individuals who are proficient administrators in the personal trustee sector. They may undertake research to establish an intestate estate exists, locate beneficiaries and prepare simple financial statements ready for administration of the estate.No licensing, legislative or certification requirements apply to this unit at the time of publication. | ||
Duration and Setting | X weeks, nominally xx hours, delivered in a classroom/online/blended learning setting. Assessment must be conducted in a safe environment where evidence gathered demonstrates consistent performance of typical activities experienced in the personal trustee field of work and include access to: appropriate legislation and regulations relevant to administering intestate estates the internet for searches organisational reference materials such as policies, procedures, manuals and checklists common technology and software. Assessors of this unit must satisfy the requirements for assessors in applicable vocational education and training legislation, frameworks and/or standards. |
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Prerequisites/co-requisites | |||
Competency Field |
Development and validation strategy and guide for assessors and learners | Student Learning Resources | Handouts Activities |
Slides PPT |
Assessment 1 | Assessment 2 | Assessment 3 | Assessment 4 | |
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Elements of Competency | Performance Criteria | |||||||
Element: Establish file and apply for administration |
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Element: Determine estate beneficiaries |
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Element: Confirm intestate scheme of distribution |
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