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
What evidence can you provide to prove your understanding of each of the following citeria?
Advise client on the nature of wills
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Legislative requirements related to testamentary instructions and other relevant information are presented to and clarified with the client Completed |
Evidence:
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Client questions are answered accurately, completely and in appropriate language Completed |
Evidence:
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Accurate information, ethical advice and recommendations about suitable options are discussed with client Completed |
Evidence:
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Potential conflicts or factors which may affect the validity of legal matters, are identified and strategies for appropriate action are clearly communicated and liaison undertaken with the client's other professional advisers if necessary Completed |
Evidence:
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Take testamentary instructions from client
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An appropriate location for taking instructions from the client is selected and the client's testamentary capacity is accurately and appropriately assessed or confirmed with a legal or medical opinion obtained if required Completed |
Evidence:
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Client instructions are accurately recorded in accordance with organisational policy Completed |
Evidence:
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Essential details about client are established and their instructions clarified and confirmed Completed |
Evidence:
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Prepare and execute documents
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Drafts of the will are prepared according to statutory requirements and consistent with client's instructions and essential obligations Completed |
Evidence:
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The will is checked for legal implications and complications and the client's verification of the will obtained Completed |
Evidence:
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Execution of the will is arranged and correct execution is confirmed Completed |
Evidence:
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Record keeping and safe storage of the will is organised according to organisational requirements Completed |
Evidence:
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Review the will
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Process for reviewing the will is organised according to organisational requirements and client instructions and is carried out with client as agreed Completed |
Evidence:
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Communication is maintained with client's professional advisers if required Completed |
Evidence:
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