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Evidence Guide: BSBLEG515 - 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

 

BSBLEG515 - Apply legal principles in wills and probate matters

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

Identify laws and principles of wills and probate law

  1. Source legislation, regulations and policies relevant to wills, probate and administration
  2. Interpret key principles as they apply to wills, probate and administration matters
Source legislation, regulations and policies relevant to wills, probate and administration

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

  1. Establish relevant information in context of the particular matter
  2. 2.2 Ensure client's needs are met, obtain testamentary, solicitor, deceased estate instructions and other details
Establish relevant information in context of the particular matter

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Prepare and execute documentation

  1. Draft documentation according to instructions of designated individual
  2. 3.2 Forward documentation to designated individual for review and sign off in accordance with organisation's policies and procedures
Draft documentation according to instructions of designated individual

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Process documentation

  1. Ensure documents are despatched to appropriate agencies according to instructions
  2. Determine types of costs in accordance with legislative and regulatory requirements for costing legal services
  3. Facilitate liaison and communication with the parties
  4. Maintain files, noting critical dates and reminders
Ensure documents are despatched to appropriate agencies according to instructions

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

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

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Facilitate liaison and communication with the parties

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Maintain files, noting critical dates and reminders

Completed
Date:

Teacher:		 Evidence:

 

 

 

 

 

 

 

Assessed

Teacher: ___________________________________ Date: _________

Signature: ________________________________________________

Comments:

 

 

 

 

 

 

 

 

Instructions to Assessors

Evidence Guide

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

Required Skills and Knowledge

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