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Accredited Specialisation


Areas of Accredited Specialisation & Key Dates

Wills & Estates

The Specialisation assessment program focuses on the ability to communicate with the client, elicit relevant information, obtain instructions and identify relevant issues as the basis for the practical assessment. A written examination and simulated interview will form part of the assessment, in addition a take-home assignment will further test candidates' knowledge of Wills and Estates, including their skills in the provision of clear, practical and comprehensive advice.

Knowledge and skills

Core topics

  • Wills 
  • Testator 
  • Grants of Representation 
  • Executors/Trustees 
  • Administration 
  • Powers of Attorney & Guardianship 
  • Trusts 
  • Intestacy 
  • Testamentary Gifts 
  • Taxation 
  • Real Property 
  • Superannuation & Insurance 
  • Choses in Action 
  • Testator's Family Maintenance / Family Provision 
  • Other Estate Litigation

Assessment tasks

  • Written examination 
  • Take-home assignment - will drafting exercise 
  • Simulated interview

Note: Assessment arrangements are subject to change. Refer to the Application Guidelines for details.
 
Application: The next assessment program is being held in 2012

For the record

  • First assessment program in Wills & Estates: 1993 
  • Number of accredited practitioners: 63
Contact

For further information or to receive updates on assessment programs contact:  
Accredited Specialisation
Ph: (03) 9607 9460
Email: special@liv.asn.au