FNSPRT412 — Prepare wills

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What an assessment for FNSPRT412 must cover

33 assessable components: 3 elements (15 performance criteria), 4 performance evidence and 9 knowledge evidence requirements, plus 5 foundation skills. An audit-defensible tool maps every question and task back to these — that mapping is the coverage matrix Auditori generates alongside the assessment.

Elements & performance criteria

1 Advise client on requirements of preparing a will

1.1Identify client circumstances, estate objectives and location for meeting with client
1.2Present and explain to client the legislative requirements in regards to preparation of their will, and confirm client understanding
1.3Present and clarify information on products and services relevant to client circumstances and their estate, and associated fees and charges
1.4Respond to client questions regarding preparation of their will and distribution of their estate
1.5Provide accurate information, ethical advice and recommendations about suitable options to client regarding preparation of their will and distribution of their estate
1.6Identify and explain potential conflicts or factors that may affect implementation of client’s will
1.7Recommend appropriate action and seek the advice of specialists as required

2 Take testamentary instructions from client

2.1Meet with client at determined location
2.2Assess client’s testamentary capacity according to legislative and organisational requirements, and confirm with legal or medical specialists as required
2.3Collate and confirm client details and testamentary instructions
2.4Record client testamentary instructions according to organisational policies and procedures

3 Prepare and execute documents

3.1Prepare a draft of the will according to legislative requirements and client testamentary instructions
3.2Identify and address any legal implications or complications in the will, referring to specialists as required
3.3Arrange and confirm correct execution of will according to legislative and organisational policies and procedures
3.4Organise and advise client of record-keeping, safe storage and review of will according to organisational policies and procedures

Performance evidence

prepare a will for at least two different clients.
advise and confirm client’s understanding of the will preparation process
identify and manage factors that may affect the implementation of the will
assess testamentary capacity of the client and make accurate records of client’s instructions

Knowledge evidence

key requirements of legislation and regulations relating to: • wills • intestate succession • probate and administration • trusteeships, including investment and obligations of trustees • taxation and tax obligations as they relate to administration of estates and trusts
organisational policies and procedures relating to preparing a will
products and services offered by personal trustee organisations and fees and charges that apply
roles, responsibilities and powers of the personal trust officer, including: • organisational expectations • limitation of personal authority in giving investment advice • professional code of conduct in the personal trustee sector
types of tests applied to establish a client’s testamentary capacity to make a valid will
tests applied to establish the validity of a will
different types of potential conflicts and factors that may affect the validity of a will, including: • adequate family provision claims • ownership of nominated assets
beneficial location considerations for meeting with client, including: • free from influencing factors • familiar to client • comfortable and private • in person and virtual options
role played by, and procedures for, contacting internal or external specialists in the personal trustee sector

Foundation skills

Oral communication: Uses active listening and questioning to convey information and confirm understanding Follows accepted communication practices and protocols and adjusts communication methods when presented with individuals with common cultural and other differences
Reading: Analyses and consolidates information and data from different sources against defined criteria and requirements and checks for accuracy and completeness
Writing: Accurately records and completes organisational documents and correspondence using clear language and correct spelling, grammar and terminology Documents outcomes of communications and changes documentation to revised circumstance
Planning and organising: Cooperates with others and contributes to work activities where joint outcomes are expected and deadlines are to be met
Technology: Completes work tasks and provides information using the main features and functions of organisation-supported digital tools

Unit content sourced from training.gov.au — © Commonwealth of Australia, licensed under CC BY 4.0. Auditori is not affiliated with the Department of Employment and Workplace Relations.

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Questions about assessing FNSPRT412

What does an assessment tool for FNSPRT412 need to cover?

To satisfy the Principles of Assessment and Rules of Evidence, an assessment for FNSPRT412 needs to address all 33 unit components: 3 elements with 15 performance criteria, 4 performance evidence requirements, 9 knowledge evidence requirements, and the foundation skills. A coverage matrix mapping each question and task to these components is what an auditor looks for.

How does Auditori generate an assessment tool for FNSPRT412?

Auditori pulls the current release of FNSPRT412 from training.gov.au and generates a complete package: candidate assessment, assessor guide with model answers and observation criteria, and a coverage matrix mapping every component. A suitably qualified person then reviews and approves the draft in a built-in workflow — consistent with ASQA's guidance on AI use in VET — before export as branded PDF and editable Word.

Is the first assessment tool really free?

Yes. Every new account includes one free credit — enough to generate the complete assessment tool for FNSPRT412 — with no card and no subscription required. After that it's pay-as-you-go per unit.

Can I check my existing FNSPRT412 assessment instead of generating a new one?

Yes — upload your existing assessment or learner guide and Auditori maps it against every element, performance criterion, PE and KE of FNSPRT412, showing exactly what's covered and what's missing. Mapping costs a quarter of a credit.

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