UNIT 2 - The Procedure on Death and the Intestacy Rules


Unit description


This unit provides learners with the skills and knowledge required to know what steps to take following the death of a testator or where there is an intestacy, including dealing with personal representatives.  They will be introduced to the procedures to be taken to find out the extent of the estate.


In addition, they will gain knowledge about how to deal with the property of a deceased’s estate.


Summary of learning outcomes


To achieve this unit a learner must:


  1. Explore the procedures to be taken on death
  2. Investigate how to take instructions from the personal representatives
  3. Investigate how to establish the extent of the estate
  4. Explore the rules of intestacy
  5. Define property not passing under the will or intestacy

Please click on the following link to see a sample of the materials in PDF format