Elements and Performance Criteria

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.


the Will

death certificate

application for probate

list of assets and liabilities


partnerships

companies

family Trusts

pastoral properties

international and interstate assets and liabilities

any other unusual requests or circumstances


additional research

input from a supervisor

working with internal or external contacts with the needed area of expertise

redistributing the responsibility of the Estate to a senior level person within the organisation

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

To achieve competency in this unit, a person must be able to demonstrate:

relevant tasks associated with assisting clients in administering non-complex Estates, as outlined in the Range Statement
customer services strategies
ability to prepare and interpret simple financial statements and perform simple financial calculations
basic level investigation skills such as genealogical research skills

Evidence required for demonstration of consistent performance:
Competence in this unit must be assessed over a period of time in order to ensure consistency of performance over the Range Statement and contexts applicable to the work environment.

Delivery/assessment relationship to other units:
This unit may be assessed on its own or it may be assessed with other units that cover related skills and knowledge.
Evidence is most relevant when provided through an integrated activity which combines the elements of competency for the unit, or a cluster of units of competency.

Method of assessment:
For valid and reliable assessment of this unit, evidence should be gathered through a range of methods to indicate consistent performance.
Assessment of this unit will usually include observation of processes and procedures, oral and/or written questioning on underpinning knowledge and skills and other methods as required.

Context of assessment:
This unit may be assessed in the workplace or a simulated environment.

Resources required for assessment:
Assessment of this unit of competence requires access to appropriate technology and software.