Prepare a will

Formats and tools

Unit Description
Reconstruct the unit from the xml and display it as an HTML page.
Assessment Tool
an assessor resource that builds a framework for writing an assessment tool
Assessment Template
generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
Assessment Matrix
a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
Wiki Markup
mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
Evidence Guide
create an evidence guide for workplace assessment and RPL applicants
Competency Mapping Template
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
Observation Checklist
create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)

Self Assessment Survey
A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
Moodle Outcomes
Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
Registered Training Organisations
Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver FNSPRT402A, 'Prepare a will'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Books
Reference books for 'Prepare a will' on fishpond.com.au. This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to ntisthis.com for every purchase, so go nuts :)


Elements and Performance Criteria

ELEMENT

PERFORMANCE CRITERIA

1. Advise client on the nature of wills

1.1. Legislative requirements related to testamentary instructions and other relevant information are presented to and clarified with the client

1.2. Client questions are answered accurately, completely and in appropriate language

1.3. Accurate information, ethical advice and recommendations about suitable options are discussed with client

1.4. 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

2. Take testamentary instructions from client

2.1. 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

2.2. Client instructions are accurately recorded in accordance with organisational policy

2.3. Essential details about client are established and their instructions clarified and confirmed

3. Prepare and execute documents

3.1. Drafts of the will are prepared according to statutory requirements and consistent with client's instructions and essential obligations

3.2. The will is checked for legal implications and complications and the client's verification of the will obtained

3.3. Execution of the will is arranged and correct execution is confirmed

3.4. Record keeping and safe storage of the will is organised according to organisational requirements

4. Review the will

4.1. Process for reviewing the will is organised according to organisational requirements and client instructions and is carried out with client as agreed

4.2. Communication is maintained with client's professional advisers if required


Qualifications and Skillsets

FNSPRT402A appears in the following qualifications:

  • FNS41310 - Certificate IV in Personal Trust Administration
  • FNS41311 - Certificate IV in Personal Trust Administration