BSBLEG530 - Apply legal principles in wills and probate matters

Unit code:BSBLEG530Study level:TAFE

Nominal hours

Location

City Campus

Prerequisites

(Or equivalent to be determined by unit coordinator)
Co-requisites
(Corequisite units must be studied concurrently with this unit)

Overview

This unit describes the skills and knowledge required to prepare wills and probates, powers of attorney and other deceased estate documentation.
The unit applies to individuals who work under supervision, use legal principles and evaluate information from a variety of sources to provide support in a range of legal service settings.Its application in the workplace is determined by the job role of the individual and legislation, rules, regulations and codes of practice relevant to different jurisdictions.

Assessment

For Melbourne campuses

Assessment tasks will be designed to reinforce & extend knowledge and skill competence within set & controlled parameters in accordance with each unit's learning outcomes & 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:

apply legal principles in wills and probate matters on at least four occasions.
In the course of the above, the candidate must:
prepare to apply wills and probate principles according to task requirements
apply elements of wills and probate principles to prepare a deliverable
review and amend deliverable according to feedback from supervisor
despatch deliverable according to organisational policies and procedures.

Students will also be expected to demonstrate the following knowledge:

scope of the job role in the context of legislation, regulations and codes of practice
summarise the policies and procedures of the organisation for wills and probate matters
contents and process to prepare documents required for task
sources of instructions including testamentary, solicitor and deceased estate
roles and responsibilities of parties involved in wills and probate matters
forms, documents and annexures relevant to wills and probate.

Required reading

The qualified trainer and assessor will provide teaching and learning materials as required in the VU Learning Management System (LMS) called VU Collaborate.