Unit of competency Outline
Date retreived
22/07/2026 9:11 PM AWST
22/07/2026 9:11 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.
Prepare wills
Prepare wills
Unit of competency
National Code
FNSPRT412
FNSPRT412
State Code
OEC92
OEC92
TGA Status
Current
Current
DTWD Status
Approved
Approved
State Implementation and Classification
Approved Date
07/12/2022
Field of Education
090907 - Family Law
Original Release Date
07/12/2022
Nominal Hours
60
Description
This unit describes the skills and knowledge required to advise and prepare valid wills on the testamentary instructions from clients.The unit applies to individuals who work as administrators in the personal trustee sector and prepare wills according to legislative and client requirements.Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Users are advised to check with the relevant regulatory authorities to confirm those requirements.
Notes
Elements and Performance Criteria
1. Advise client on requirements of preparing a will
- 1.1 Identify client circumstances, estate objectives and location for meeting with client
- 1.2 Present and explain to client the legislative requirements in regards to preparation of their will, and confirm client understanding
- 1.3 Present and clarify information on products and services relevant to client circumstances and their estate, and associated fees and charges
- 1.4 Respond to client questions regarding preparation of their will and distribution of their estate
- 1.5 Provide accurate information, ethical advice and recommendations about suitable options to client regarding preparation of their will and distribution of their estate
- 1.6 Identify and explain potential conflicts or factors that may affect implementation of client’s will
- 1.7 Recommend appropriate action and seek the advice of specialists as required
2. Take testamentary instructions from client
- 2.1 Meet with client at determined location
- 2.2 Assess client’s testamentary capacity according to legislative and organisational requirements, and confirm with legal or medical specialists as required
- 2.3 Collate and confirm client details and testamentary instructions
- 2.4 Record client testamentary instructions according to organisational policies and procedures
3. Prepare and execute documents
- 3.1 Prepare a draft of the will according to legislative requirements and client testamentary instructions
- 3.2 Identify and address any legal implications or complications in the will, referring to specialists as required
- 3.3 Arrange and confirm correct execution of will according to legislative and organisational policies and procedures
- 3.4 Organise and advise client of record-keeping, safe storage and review of will according to organisational policies and procedures
No information
No information
Replaces
| State Code | National Code | Title | Type |
|---|---|---|---|
| AUS83 | FNSPRT402 | Prepare a will | Unit of competency |
| State Code | National Code | Title | Type |
|---|---|---|---|
| BHU7 | FNS42222 | Certificate IV in Personal Trust Administration | Qualification |
| BHX2 | FNS52022 | Diploma of Personal Trusts | Qualification |