Outcomes Guidance

Outcomes Guidance

Outcomes Guidance

To meet each Outcome, we have provided you with detailed guidance below to assist you in finding suitable examples. 

Use this checklist to ensure you have met all the WBL Outcomes. The Probate PR checklist helps you ensure you submit a wide range of Probate evidence.

Competency

Using the Outcomes Additional Guidance

Blue box: This information sets out the WBL requirement.

Green box: This information sets out the Probate Practice Rights requirement.

White box: This information provides further guidance on what to think about depending on the example you have chosen.

Each example you submit can include evidence from the lists provided to demonstrate that you meet the Learning Outcome fully. You can therefore provide more than one piece of evidence from the list for each example.

For example
To meet Outcome 1.1 (see above), if you have selected preparation of a will or codicil
Evidence  The evidence provided would be the will itself, any instructions received and a copy of the covering letter sent to the client
Logbook Sheet 

- Refer to the law you have applied in drafting the will/codicil
- Explain how the law applies to the facts of the matter
- Explain how the will meets the client’s instructions and the legal requirements


In the table below, you will find a link to additional guidance to help you provide sufficient evidence and explanation for each Work Based Learning Outcome.

Within these documents, we have also included guidance to help you provide sufficient evidence and explanation for each Probate Practice Rights Learning Outcome.

WBL OUTCOMES - Grouped by Competency

Competency 1: Practical Application of the Laws and Legal Practice 
 1.1 Apply the law to the matter
 1.2 Apply relevant legal procedure to a matter
 1.3 Identify and deal with the issues arising in a matter
 1.4 Undertake legal research
 
 Competency 2: Communication Skills
 2.1 Communicate legal issues using appropriate methods
 2.2 Use suitable language in communication
 2.3 Address all issues in communication
 2.4 Seek appropriate information through communication
 2.5 Represent a client through effective communication and other skills
 
 Competency 3: Client Relations
 3.1 Identify and understand a client’s or service user’s position
 3.2 Take accurate instructions on legal matters from clients or service users
 3.3 Provide clear legal advice to clients or service users
 3.4 Evaluate the risk, costs and benefits of alternative courses of action
 3.5 Take action to deal with instructions received
 3.6 Manage a client’s or service user’s expectations
 
 Competency 4: Management of Workload
 4.1 Progress matters expeditiously
 4.2 Plan your workload to deliver a good legal service to clients or service users
 4.3 Maintain files and records in accordance with procedures
 
 Competency 5: Business Awareness
 5.1 Demonstrate an understanding of the business environment of a legal practice or organisation
 5.2 Evaluate the risks, costs and benefits of alternative courses of action to the business
 
 Competency 6: Professional Conduct
 6.1 Apply the rules of professional conduct appropriately to relevant situations
 6.2 Provide appropriate information to clients and service users
 6.3 Understand the need to avoid discrimination and promote equality and diversity
 
 Competency 7: Self Awareness and Development
 7.1 Evaluate your professional skills and legal knowledge
 7.2 Understand the limitations of your professional skills and knowledge
 
 Competency 8: Working with Others
 8.1 Establish effective working relationships with others involved in a legal matter
 8.2 Demonstrate ability to select and provide appropriate information to others as required by the law

Logbook Sheet

To guide you in preparing explanations of how the selected evidence meets the Outcomes for both WBL and Practice Rights, you will find a specially designed logbook sheet

here

General Guidance

Please ensure:
- you provide all full documents;
- any personal information of clients and third parties is redacted.