Unit of competency Outline
Date retreived
22/07/2026 8:55 AM AWST
22/07/2026 8:55 AM 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.
Establish entitlements to an intestate estate
Establish entitlements to an intestate estate
Unit of competency
National Code
FNSPRT301
FNSPRT301
State Code
AUX04
AUX04
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
State Implementation and Classification
Approved Date
16/09/2015
Field of Education
090907 - Family Law
Original Release Date
16/09/2015
Nominal Hours
30
Description
This unit describes the skills and knowledge required to interpret and apply intestate legislation and regulation, follow a professional code of conduct and seek specialist advice and resources when required.It applies to individuals with good research and communication skills who determine entitlement to an intestate estate, including intestate succession, identifying next of kin and proving family entitlements.No licensing, legislative or certification requirements apply to this unit at the time of publication.
Notes
Elements and Performance Criteria
1. Search for will
- 1.1 Conduct investigations to confirm that deceased died intestate
- 1.2 Obtain relevant affidavits to support application for administration
- 1.3 Prepare and advertise notice of intention to apply for letters of administration, if required
2. Determine intestate succession
- 2.1 Undertake genealogical research relating to estate and establish family tree
- 2.2 Analyse and confirm identity and rights of next of kin with verifiable documentary evidence
- 2.3 Trace, identify and locate all beneficiaries
- 2.4 Prepare and approve schedule of beneficiaries and their entitlements
No information
No information
Replaces
| State Code | National Code | Title | Type |
|---|---|---|---|
| D4292 | FNSPRT301A | Establish entitlements to an intestate estate | Unit of competency |
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| OEB99 | FNSPRT311 | Establish entitlements to intestate estates | Unit of competency |
| State Code | National Code | Title | Type |
|---|---|---|---|
| BFE7 | FNS30120 | Certificate III in Financial Services | Qualification |
| AWA5 | FNS30115 | Certificate III in Financial Services | Qualification |
| AWF9 | FNS41315 | Certificate IV in Personal Trust Administration | Qualification |
| AZH6 | FNS42215 | Certificate IV in Personal Trust Administration | Qualification |