This unit describes the skills and knowledge required to prepare wills and probates, powers of attorney and other deceased estate documentation.

Unit details

Study level:
Vocational and further education (TAFE)
Unit code:
BSBLEG515

Assessment

Assessment tasks will be designed to reinforce and extend knowledge and skill competence within set and controlled parameters in accordance with each unit's learning outcomes and performance criteria requirements, including the setting of work based practical application tasks designed to provide evidence of competence outcomes, within periodic and scheduled timelines. Students will be expected to demonstrate the following required skills: - determine and obtain information required to handle will and probate matters; - prepare appropriate documentation, including wills, probate and other deceased estate documentation, and; - conduct all work according to legislative and organisational requirements.Students will also be expected to demonstrate the following knowledge: - outline the scope of the job role in the context of legislation, regulations and codes of practice; - summarise the organisation's policies and procedures for wills and probate matters; - outline the roles and responsibilities of parties involved in wills and probate matters, and; - briefly outline the forms, documents and annexures relevant to wills and probate.

Where to next?

As part of a course

This unit is studied as part of the following courses. Refer to the course page for information on how to apply for the course.

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