Unit of competency Outline

Date retreived
22/07/2026 10:00 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 a will

Prepare a will

Unit of competency
National Code
FNSPRT402
State Code
AUS83
TGA Status
Replaced
DTWD Status
Replaced
Current Release Number
2.00
Current Release Date
14/01/2016
View on TGA
State Implementation and Classification
Approved Date
16/09/2015
Field of Education
090907 - Family Law
Original Release Date
16/09/2015
Nominal Hours
60
Description
This unit describes the skills and knowledge required to prepare valid wills, including assessing the testamentary capacity of a client.It applies to individuals who are proficient administrators in the personal trustee sector and are required to record a client's testamentary instructions.Work functions in the occupational areas where this unit may be used are subject to regulatory requirements. Refer to the FNS Implementation Guide Companion Volume or the relevant regulator for specific guidance on requirements.
Notes
Elements and Performance Criteria
1. Advise client on legal requirements of preparing a will
  • 1.1 Identify client's circumstances, estate objectives and an appropriate location for meeting with client
  • 1.2 Present and clarify for the client the legislative requirements in regards to the preparation of their will and other information on products and services relevant to the client's circumstances and their estate, including fees and charges
  • 1.3 Ensure client's questions in regards to the preparation of their will and distribution of their estate are answered in appropriate language
  • 1.4 Provide accurate information, ethical advice and recommendations about suitable options to client in regards to the preparation their will and the distribution of their estate
  • 1.5 Identify and explain to the client the potential conflicts or factors which may affect the implementation of their will and recommend appropriate action including seeking the advice of specialists when necessary
2. Take testamentary instructions from client
  • 2.1 Meet with client at the appropriate location selected for taking instructions from client
  • 2.2 Accurately and appropriately assess client’s testamentary capacity in accordance with legislative and organisational requirements and confirm with legal or medical opinion when necessary
  • 2.3 Collate and confirm relevant client details and client's testamentary instructions
  • 2.4 Accurately record client's testamentary instructions in accordance with organisational policies
3. Prepare and execute documents
  • 3.1 Prepare a draft of the will in accordance with legislative requirements and consistent with client's testamentary instructions
  • 3.2 Check will for legal implications and complications and address these referring to specialists where necessary
  • 3.3 Arrange and confirm correct execution of will in accordance with legislative and organisational requirements
  • 3.4 Organise and advise client of record-keeping, safe storage and review of will according to organisational requirements
No information
No information
Replaces
State Code National Code Title Type
D4296 FNSPRT402A Prepare a will Unit of competency
Replaced By
State Code National Code Title Type
OEC92 FNSPRT412 Prepare wills Unit of competency