Unit of competency Outline

Date retreived
22/07/2026 8:15 PM AWST

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Investigate and substantiate entitlement in an intestate estate

Investigate and substantiate entitlement in an intestate estate

Unit of competency
National Code
FNSPRT407
State Code
AWF15
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
1.00
Current Release Date
14/01/2016
View on TGA
State Implementation and Classification
Approved Date
12/05/2016
Field of Education
081105 - Investment And Securities
Original Release Date
12/05/2016
Nominal Hours
35
Description
This unit describes the skills and knowledge required to identify and verify the existence of an intestate estate, including the beneficiaries, and to prepare documentation ready for estate administration.It applies to individuals who are proficient administrators in the personal trustee sector. They may undertake research to establish an intestate estate exists, locate beneficiaries and prepare simple financial statements ready for administration of the estate.No licensing, legislative or certification requirements apply to this unit at the time of publication.
Notes
Elements and Performance Criteria
1. Establish file and apply for administration
  • 1.1 Research and gather evidence that confirms that the deceased died intestate
  • 1.2 Confirm domicile of the deceased and their movable and immovable assets
  • 1.3 Obtain relevant affidavits to support application for administration and prepare and lodge application
2.Determine estate beneficiaries
  • 2.1 Identify complex family issues and draft family tree
  • 2.2 Undertake genealogical research and confirm identity and rights of beneficiaries with verifiable documentary evidence
  • 2.3 Trace, identify and locate beneficiaries using internal or external specialists and resources where required
3. Confirm intestate scheme of distribution
  • 3.1 Identify the relevant intestate legislation to determine beneficiaries' entitlement of the estate
  • 3.2 Explain to potential beneficiaries the administration process and certification required to prove their entitlement
  • 3.3 Prepare and confirm schedule of beneficiaries and their entitlements in accordance with organisational requirements
No information
No information
Replaces
State Code National Code Title Type
AUS86 FNSPRT401 Administer an intestate estate Unit of competency
Replaced By
State Code National Code Title Type
OEB93 FNSPRT417 Investigate and substantiate entitlement in intestate estates Unit of competency
State Code National Code Title Type
AZH6 FNS42215 Certificate IV in Personal Trust Administration Qualification
AZJ5 FNS52015 Diploma of Personal Trusts Qualification