Outcomes Guidance

To meet each Outcome, we have provided you with detailed guidance below to assist you in finding suitable examples. Use the Work-Based Learning Checklist to ensure you have met all the WBL Outcomes. The Probate Practice Rights Checklist helps you ensure you submit a wide range of Probate evidence.

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
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