Unit of competency Outline
Date retreived
22/07/2026 11:47 PM AWST
22/07/2026 11:47 PM AWST
Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.
Apply legal principles in wills and probate matters
Apply legal principles in wills and probate matters
Unit of competency
National Code
BSBLEG515
BSBLEG515
State Code
AUK05
AUK05
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
State Implementation and Classification
Approved Date
15/09/2015
Field of Education
091103 - Legal Studies
Original Release Date
15/09/2015
Nominal Hours
60
Description
This unit describes the skills and knowledge required to prepare wills and probates, powers of attorney and other deceased estate documentation.It 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.No licensing, legislative or certification requirements apply to this unit at the time of publication.
Notes
Elements and Performance Criteria
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
No information
No information
Replaces
| State Code | National Code | Title | Type |
|---|---|---|---|
| WB912 | BSBLEG515A | Apply legal principles in wills and probate matters | Unit of competency |
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| OCD57 | BSBLEG530 | Apply legal principles in wills and probate matters | Unit of competency |
| State Code | National Code | Title | Type |
|---|---|---|---|
| AVS5 | BSB52215 | Diploma of Legal Services | Qualification |