Unit of competency Outline
Date retreived
22/07/2026 12:15 PM AWST
22/07/2026 12:15 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.
Establish entitlements to an intestate estate
Establish entitlements to an intestate estate
Unit of competency
National Code
FNSPRT301A
FNSPRT301A
State Code
D4292
D4292
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
State Implementation and Classification
Approved Date
29/07/2014
Field of Education
090907 - Family Law
Original Release Date
29/07/2014
Nominal Hours
30
Description
This unit describes the performance outcomes, skills and knowledge required to determine entitlement to an intestate estate, including intestate succession, establish the identity of the next of kin and prove family entitlements.No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement.
Notes
Elements and Performance Criteria
1. Search for will
- 1.1. Investigations are conducted to confirm that the deceased died intestate
- 1.2. Relevant affidavits are obtained to support application for administration
2. Determine intestate succession
- 2.1. Genealogical research is undertaken pertaining to the estate and an accurate family tree is established and confirmed
- 2.2. The identity and rights of the next of kin are analysed and confirmed with documentary evidence for verification obtained
- 2.3. Beneficiaries are traced, located and their identity established
- 2.4. Schedule of beneficiaries and their entitlements is prepared and approved.
RANGE STATEMENT
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.
Genealogical research may include:
searches of:
birth
marriage
death
other matters of lineage.
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.
Genealogical research may include:
searches of:
birth
marriage
death
other matters of lineage.
EVIDENCE GUIDE
The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.
Overview of assessment
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the ability to:
interpret and apply intestate legislation and regulations
follow the professional code of conduct in the personal trustee industry
determine and contact external specialists and resources relevant to the personal trustee industry.
Context of and specific resources for assessment
Assessment must ensure:
competency is demonstrated in the context of the financial services work environment and conditions specified in the range statement either in a relevant workplace or a closely simulated work environment
access to and the use of a range of common office equipment, technology, software and consumables
access to the internet for searches.
Method of assessment
A range of assessment methods should be used to assess practical skills and knowledge. The following examples, in combination, are appropriate for this unit:
evaluating an integrated activity which combines the elements of competency for the unit or a cluster of related units of competency
verbal or written questioning on underpinning knowledge and skills
evaluating samples of work
accessing and validating third party reports.
Guidance information for assessment
The Evidence Guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.
Overview of assessment
Critical aspects for assessment and evidence required to demonstrate competency in this unit
Evidence of the ability to:
interpret and apply intestate legislation and regulations
follow the professional code of conduct in the personal trustee industry
determine and contact external specialists and resources relevant to the personal trustee industry.
Context of and specific resources for assessment
Assessment must ensure:
competency is demonstrated in the context of the financial services work environment and conditions specified in the range statement either in a relevant workplace or a closely simulated work environment
access to and the use of a range of common office equipment, technology, software and consumables
access to the internet for searches.
Method of assessment
A range of assessment methods should be used to assess practical skills and knowledge. The following examples, in combination, are appropriate for this unit:
evaluating an integrated activity which combines the elements of competency for the unit or a cluster of related units of competency
verbal or written questioning on underpinning knowledge and skills
evaluating samples of work
accessing and validating third party reports.
Guidance information for assessment
Replaces
| State Code | National Code | Title | Type |
|---|---|---|---|
| C9881 | FNSPERT301B | Establish entitlements to an Intestate Estate | Unit of competency |
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| AUX04 | FNSPRT301 | Establish entitlements to an intestate estate | Unit of competency |
| State Code | National Code | Title | Type |
|---|---|---|---|
| D702 | FNS30111 | Certificate III in Financial Services | Qualification |
| D712 | FNS41311 | Certificate IV in Personal Trust Administration | Qualification |