This apprenticeship standard has been approved for delivery by the Institute for Apprenticeships and Technical Education. However, starts on the apprenticeship will only be possible once a suitable end-point assessment organisation (EPAO) has obtained Ofqual recognition. Once the EPAO has obtained Ofqual recognition, funding for apprentice starts will be permitted and this message will be removed.
This apprenticeship has options. This document is currently showing the following option:
Support the Authorised Person in dealing with legal matters relating to the transfer of ownership of land or property from a seller to a buyer.
This occupation is found across the legal sector in large and small firms. Whilst probate work is done within private firms, conveyancing activities can take place in public, private and third sector organisations who carry out land and property transactions. Commercial or public sector organisations may offer in-house services or contract out their conveyancing requirements to third parties. For example conveyancing technicians may work in housing associations, local authorities, banks and building societies, property development companies and even rail and air entities.
The legal technician (LT) role supports the work of the firm in one of 2 key areas, conveyancing or wills and probate, both of which are regulated by the Conveyancing Licensing Council (CLC) but not exclusively.
An LT knows the law in their specialist area to a level where they can address routine matters. They also have a broad awareness of other aspects of law that may impact on their day-to-day work
Both conveyancing and probate options require the LT to use their expertise in conveyancing or probate law to engage with clients and other stakeholders. They use their legal knowledge to understand the clients and stakeholder’s needs to help them access the right services. The LT uses a range of communication channels and styles to tailor their approach so that whether the client is a member of the public or an experienced lawyer they get the legal information and support that they need in a form that is appropriate to them.
The LT manages their workload under the direct supervision of an Authorised Person, a qualified individual authorised by an approved regulator to carry out reserved legal activities. Working under the supervision of a regulated conveyancing or probate lawyer they may support, but not have responsibility for, dealing with more complex or ambiguous cases. They provide support to colleagues as needed though they do not manage or supervise others.
The LT uses digital tools in their work to conduct legal research, manage caseloads and communications. They are expected to maintain the highest personal standards or integrity and professionalism in managing data and privileged information.
An LT has a good knowledge of the law in relation to their specialist area and a broad awareness of other aspects of law that may impact on their day-to-day work. They take an active and professional approach to identifying risks to vulnerable clients and in relation to combating fraud such as money laundering and cybercrime.
The role of a conveyancing technician is to support fee-earning activities within conveyancing. They carry out legal activities based on work defined and agreed by a supervisor. This may include supporting a licensed conveyancer as an Authorised Person. Transactions in residential property and land can be stressful and time sensitive so it is vital that conveyancing technicians can demonstrate empathy with clients under pressure.
The conveyancing technician may also carry out work in connection with any transaction that creates, varies, transfers or discharges a legal or equitable interest in any real property. They are flexible in their approach because each property transaction is unique and work closely with clients who are the buyers and sellers of property and often also a lending institution.
The conveyancing technician understands the intent of regulatory arrangements, consumer and lender requirements and escalates or deals with tasks accordingly. The occupation involves managing a range of standard non-complex conveyancing transactions as a fee earner and by supporting the Authorised Person with the management of their case load.
Probate technicians work in a variety of legal teams and settings recognised in the private client industry and deal with a broad range of other professional persons including accountants, banks, tax authorities, trusts and charitable professionals while administering an estate.
The role of a probate technician is to support fee-earning activities within will drafting, legal powers of attorney and probate. This may include supporting a principal probate practitioner as an Authorised Person. The role is varied as no two estates are the same and given that this is helping clients often at an emotional time, they must be able to demonstrate empathy and understanding.
A probate technician deals with the drafting and administration of wills and the affairs of a deceased person (“estate”) and they liaise with their representatives (executors or administrators) to administer the estate in accordance with their will or under the intestacy provisions, (should they have not left a will). They assist others with caseloads of non-inheritance tax and non-complex estates either fully administering the estate or dealing with parts of the process. They understand the requirements and restrictions of working in a regulated environment together with consumer and legal requirements associated with probate matters.
This is a summary of the key things that you – the apprentice and your employer need to know about your end-point assessment (EPA). You and your employer should read the EPA plan for the full details. It has information on assessment method requirements, roles and responsibilities, and re-sits and re-takes.
An EPA is an assessment at the end of your apprenticeship. It will assess you against the knowledge, skills, and behaviours (KSBs) in the occupational standard. Your training will cover the KSBs. The EPA is your opportunity to show an independent assessor how well you can carry out the occupation you have been trained for.
Your employer will choose an end-point assessment organisation (EPAO) to deliver the EPA. Your employer and training provider should tell you what to expect and how to prepare for your EPA.
The length of the training for this apprenticeship is typically 24 months. The EPA period is typically 3 months.
The overall grades available for this apprenticeship are:
When you pass the EPA, you will be awarded your apprenticeship certificate.
The EPA gateway is when the EPAO checks and confirms that you have met any requirements required before you start the EPA. You will only enter the gateway when your employer says you are ready.
The gateway requirements for your EPA are:
For the legal technician - conveyancing technician or probate technician, the qualification required is:
Diploma in conveyancing law and practice
Diploma in probate law and practice
Presentation with questions
You will produce and deliver a presentation to an independent assessor. You must submit your presentation slides and any supporting materials to the EPAO by the end of week You have 4 of the EPA period. The presentation and questions will last at least 30 minutes. The independent assessor will ask you at least 3 questions.
Interview
You will have an interview with an independent assessor. It will last at least 30 minutes. They will ask you at least 5 questions. The questions will be about certain aspects of your occupation. You can use it to help answer the questions.
Professional discussion
You will have a professional professional discussion with an independent assessor. It will last 60 minutes. They will ask you at least 10 questions. The questions will be about certain aspects of your occupation. You can use it to help answer the questions.
You should speak to your employer if you have a query that relates to your job.
You should speak to your training provider if you have any questions about your training or EPA before it starts.
You should receive detailed information and support from the EPAO before the EPA starts. You should speak to them if you have any questions about your EPA once it has started.
If you have a disability, a physical or mental health condition or other special considerations, you may be able to have a reasonable adjustment that takes this into account. You should speak to your employer, training provider and EPAO and ask them what support you can get. The EPAO will decide if an adjustment is appropriate.
This apprenticeship aligns with Council for Licensed Conveyancers for Registration on the CLC legal technician directory
Please contact the professional body for more details.
This occupation is found across the legal sector in large and small firms. Whilst probate work is done within private firms, conveyancing activities can take place in public, private and third sector organisations who carry out land and property transactions. Commercial or public sector organisations may offer in-house services or contract out their conveyancing requirements to third parties. For example conveyancing technicians may work in housing associations, local authorities, banks and building societies, property development companies and even rail and air entities.
The legal technician (LT) role supports the work of the firm in one of 2 key areas, conveyancing or wills and probate, both of which are regulated by the Conveyancing Licensing Council (CLC) but not exclusively.
An LT knows the law in their specialist area to a level where they can address routine matters. They also have a broad awareness of other aspects of law that may impact on their day-to-day work
Both conveyancing and probate options require the LT to use their expertise in conveyancing or probate law to engage with clients and other stakeholders. They use their legal knowledge to understand the clients and stakeholder’s needs to help them access the right services. The LT uses a range of communication channels and styles to tailor their approach so that whether the client is a member of the public or an experienced lawyer they get the legal information and support that they need in a form that is appropriate to them.
The LT manages their workload under the direct supervision of an Authorised Person, a qualified individual authorised by an approved regulator to carry out reserved legal activities. Working under the supervision of a regulated conveyancing or probate lawyer they may support, but not have responsibility for, dealing with more complex or ambiguous cases. They provide support to colleagues as needed though they do not manage or supervise others.
The LT uses digital tools in their work to conduct legal research, manage caseloads and communications. They are expected to maintain the highest personal standards or integrity and professionalism in managing data and privileged information.
An LT has a good knowledge of the law in relation to their specialist area and a broad awareness of other aspects of law that may impact on their day-to-day work. They take an active and professional approach to identifying risks to vulnerable clients and in relation to combating fraud such as money laundering and cybercrime.
The role of a conveyancing technician is to support fee-earning activities within conveyancing. They carry out legal activities based on work defined and agreed by a supervisor. This may include supporting a licensed conveyancer as an Authorised Person. Transactions in residential property and land can be stressful and time sensitive so it is vital that conveyancing technicians can demonstrate empathy with clients under pressure.
The conveyancing technician may also carry out work in connection with any transaction that creates, varies, transfers or discharges a legal or equitable interest in any real property. They are flexible in their approach because each property transaction is unique and work closely with clients who are the buyers and sellers of property and often also a lending institution.
The conveyancing technician understands the intent of regulatory arrangements, consumer and lender requirements and escalates or deals with tasks accordingly. The occupation involves managing a range of standard non-complex conveyancing transactions as a fee earner and by supporting the Authorised Person with the management of their case load.
Probate technicians work in a variety of legal teams and settings recognised in the private client industry and deal with a broad range of other professional persons including accountants, banks, tax authorities, trusts and charitable professionals while administering an estate.
The role of a probate technician is to support fee-earning activities within will drafting, legal powers of attorney and probate. This may include supporting a principal probate practitioner as an Authorised Person. The role is varied as no two estates are the same and given that this is helping clients often at an emotional time, they must be able to demonstrate empathy and understanding.
A probate technician deals with the drafting and administration of wills and the affairs of a deceased person (“estate”) and they liaise with their representatives (executors or administrators) to administer the estate in accordance with their will or under the intestacy provisions, (should they have not left a will). They assist others with caseloads of non-inheritance tax and non-complex estates either fully administering the estate or dealing with parts of the process. They understand the requirements and restrictions of working in a regulated environment together with consumer and legal requirements associated with probate matters.
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Duty 1 work closely with 3rd party stakeholders and other professionals to understand their requirements and provide excellent customer service for example: property managing agents, probate lawyers, mortgage brokers, land registry, court of protection |
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Duty 2 work closely with senior colleagues to provide ethical legal services ensuring high standards of client care ensuring they are acting in the best interests of the client |
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Duty 3 work closely with senior colleagues to provide legal services within professional remit and only under the under the instruction of an Authorised Person |
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Duty 4 carry out Know Your Client activities to ensure that the appropriate type of legal service is being provided |
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Duty 5 work closely with senior colleagues to contribute to the risk assessment of the impact of transactions on clients and other stakeholders to ensure compliance with legislation and professional standards |
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Duty 6 administer systems to create, maintain and use client and organisation data securely |
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Duty 7 assist senior colleagues to ensure that all transactions and activities are carried out safely and securely to protect the organisation from threats such as fraud and cybercrime |
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Duty 8 work closely with senior colleagues to understand their requirements and provide excellent customer service |
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Duty 9 manage their personal and professional continuous development |
| Duty | KSBs |
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Duty 10 assist senior colleagues in provision of conveyancing legal advice in connection with sale and purchase, re-mortgage or transfers of equity of residential property. |
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Duty 11 assist senior colleagues in work with clients who are the buyers and sellers of property providing excellent customer service |
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Duty 12 assist senior colleagues in work with lending institutions to meet their requirements and provide excellent customer service |
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Duty 13 assist senior colleagues to administer a caseload of property and land transactions to demanding timescales such as freehold, re-mortgages and transfers of equity |
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Duty 14 support the provision of legal advice in connection with Will drafting, Lasting Powers of Attorney and probate activities |
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Duty 15 identify potentially vulnerable clients and adapt approach accordingly. Risk assess each client's capacity for entering into legal transactions and exposure to undue influence. Escalate concerns to senior colleagues |
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Duty 16 assist senior colleagues in administering a case load of personal transactions including Will drafting, Lasting Powers of Attorney and probate activities to appropriate timescales ensuring work is progressed efficiently, proportionately and using government online systems where required |
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Duty 17 assist senior colleagues in organising and identifying all assets contained within the estate including property and digital assets and also conduct research into the nature and content of an estate such as ownership of property using government data sources such as Land Registry |
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K1: fundamentals of legal and regulatory liabilities with regards to the client and business to ensure compliance with all professional obligations.
Back to Duty
K2: fundamentals of the requirements for acting in the best interest of the client to protect clients and limit liability for negligence, such as, identifying and acting for vulnerable clients.
Back to Duty
K3: fundamentals of anti-money laundering regulations in relation to legal transactions including personal and professional liability.
Back to Duty
K4: fundamentals of the principles of client billing including the principles of time-recording and fee charging structures.
Back to Duty
K5: various communication techniques to translate legal terms and concepts, using plain English to explain standard legal terms.
Back to Duty
K6: principles of digital tools and software such as case management systems, databases and online drafting software.
Back to Duty
K7: organisational data and information security standards, policies and procedures relevant to data management activities.
Back to Duty
K8: fundamentals of legal requirements relating to the use of data including risks to confidentiality of data posed by and to client's actions.
Back to Duty
K9: fundamentals of organisational vulnerabilities in digital systems, including, cybersecurity and steps that can be taken to mitigate those risks.
Back to Duty
K10: principles of best practice for diversity and inclusion when providing services to clients.
Back to Duty
K11: the activities of the occupation which contribute to their ‘professional carbon footprint’ and steps that can be taken to reduce it.
Back to Duty
K12: fundamentals of professional regulatory arrangements for personal compliance with requirements.
Back to Duty
K13: principles of law applicable to conveyancing in respect of residential property.
Back to Duty
K14: fundamentals of taxes relevant for conveyancing.
Back to Duty
K15: approaches to stakeholder engagement and conducting Know Your Client activity to establish needs and risks within conveyancing activity.
Back to Duty
K16: principles of law applicable to Will drafting and Lasting Powers of Attorney.
Back to Duty
K17: principles of law applicable to probate.
Back to Duty
K18: fundamentals of taxes relevant for probate activities.
Back to Duty
K19: principles of establishing legal capacity and identifying potentially vulnerable clients including during drafting of Wills, Lasting Powers of Attorney and administration of estate.
Back to Duty
K20: principles of reviewing deceased client documents and records including identification and significance of digital assets.
Back to Duty
K21: principles of drafting Wills and Lasting Powers of Attorney.
Back to Duty
S1: manage points of contact with clients and key milestones to lead the client experience.
Back to Duty
S2: administer legal procedures, under supervision, to work effectively with other lawyers and professional third parties.
Back to Duty
S3: assist clients and manage their expectations, under supervision, using the most effective channels and approaches.
Back to Duty
S4: protect client's interests, under supervision, to ensure they receive an honest and lawful service.
Back to Duty
S5: organise and administer workflow such as legal files, case management and accounting systems to progress work within service level expectations.
Back to Duty
S6: use the principles of Law and translate using plain English to provide clarification and explanation of the legal process and standard Legal terms.
Back to Duty
S7: support service delivery with transparency and within the cost model of the organisation.
Back to Duty
S8: undertake “Know Your Client” activities throughout legal transactions.
Back to Duty
S9: undertake fraud protection measures and cyber security procedures in relation to legal transactions.
Back to Duty
S10: manage risk, under supervision, in relation to legal and regulatory liabilities with regards to the client and business.
Back to Duty
S11: undertake case load management, under supervision, to prioritise customer service and work in the client's best interests.
Back to Duty
S12: adhere to professional, supervisory and regulatory requirements as required by organisational policies and procedures.
Back to Duty
S13: undertake the provision of legal services, under supervision, in connection with sale and purchase, re-mortgage or transfers of equity of residential property including advice and guidance to clients relevant to conveyancing.
Back to Duty
S14: review and administer legal documents related to sale and purchase, re-mortgage or transfers of equity of residential property, including, land registry file documents, statutory declarations and completing documents as required.
Back to Duty
S15: undertake the assessment of client risk, under supervision, in relation to Will drafting and Lasting Powers of Attorney for example: risks to vulnerable or elderly clients.
Back to Duty
S16: undertake the assessment of client risk, under supervision, in relation to probate.
Back to Duty
S17: undertake the provision of legal services, under supervision, in connection with administration of an estate including advice and guidance to clients relevant to Will drafting and Lasting Powers of Attorney.
Back to Duty
S18: undertake the provision of legal services, under supervision, in connection with administration of an estate including advice and guidance to clients relevant to probate.
Back to Duty
S19: undertake the review and administration of legal documents, under supervision, related to Will drafting and Lasting Powers of Attorney including drafting and completing documents as required.
Back to Duty
S20: undertake the review and administration of legal documents, under supervision, related to probate including drafting and completing documents as required.
Back to Duty
B1: Accountable for own fee generating work and the costs incurred to deliver services in line with the organisation's approach.
Back to Duty
B2: Provides a timely and efficient service.
Back to Duty
B3: Helps generate solutions to legal problems, working with senior colleagues to consider a range of options and identify when to escalate when problems are outside their remit.
Back to Duty
B4: Works closely with senior colleagues to ensure that the client and organisation are protected from undue influence, financial crimes and cyber-crime.
Back to Duty
B5: Approaches work with professionalism in legal service activities and relationships with others.
Back to Duty
Apprentices without level 2 English and maths will need to achieve this level prior to taking the End-Point Assessment. For those with an education, health and care plan or a legacy statement, the apprenticeship’s English and maths minimum requirement is Entry Level 3. A British Sign Language (BSL) qualification is an alternative to the English qualification for those whose primary language is BSL.
Level: 4
Ofqual regulated
Attainment of this qualification may be met by exemptions subject to Council for Licensed Conveyancers regulatory requirements.
Level: 4
Ofqual regulated
Attainment of this qualification may be met by exemptions subject to Council for Licensed Conveyancers regulatory requirements.
This standard aligns with the following professional recognition:
V1.0
This document explains the requirements for end-point assessment (EPA) for the legal technician - conveyancing technician or probate technician apprenticeship. End-point assessment organisations (EPAOs) must follow this when designing and delivering the EPA.
This apprenticeship has integrated qualifications which are used for EPA purposes.
The awarding body (AB) is accountable for the integrated assessment method. The end-point assessment organisation (EPAO) must take responsibility for the presentation with questions and answers and the interview. EPAOs and ABs must work collaboratively to manage the delivery of the EPA.
The Council for Licensed Conveyancers is one of the regulatory bodies for conveyancing and probate within the UK and specifies the qualifying requirements for conveyancing technician and probate technician. Those requirements are defined within the respective regulations for the Council for Licensed Conveyancers, Licensing Framework Section 1.
Legal technician - conveyancing technician or probate technician apprentices, their employers and training providers should read this document.
This is a core and options apprenticeship. An apprentice must be trained and assessed against the core and one option. The options are:
A full-time apprentice typically spends 24 months on-programme (this means in training before the gateway) working towards competence as a legal technician - conveyancing technician or probate technician. All apprentices must spend at least 12 months on-programme. All apprentices must complete the required amount of off-the-job training specified by the apprenticeship funding rules. An approved EPAO must conduct the EPA for this apprenticeship. Employers must work with the training provider to select an approved EPAO from the apprenticeship providers and assessment register (APAR). The integrated assessment method must be delivered by the qualifications awarding organisation. The EPAO and AB must be on the apprenticeship providers and assessment register (APAR).
This EPA has 3 assessment methods.
The grades available for each assessment method are:
Assessment method 1 - presentation with questions and answers:
Assessment method 2 - interview:
Assessment method 3 - integrated assessment method - case study:
The result from each assessment method is combined to decide the overall apprenticeship grade. The following grades are available for the apprenticeship:
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On-programme - typically 24 months
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The apprentice must:
The qualification required is that which is relevant to the option selected: Diploma in conveyancing law and practice Diploma in probate law and practice
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End-point assessment gateway
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The apprentice’s employer must be content that the apprentice has attained sufficient KSBs to complete the apprenticeship. The apprentice must:
have passed all modules of Level 4 Diploma in conveyancing law and practice excluding the module to be tested as part of this EPA have passed all modules of Level 4 Diploma in probate law and practice excluding the module to be tested as part of this EPA The diploma in conveyancing law and practice is required for the conveyancing technician option and the diploma in probate law and practice is required for the probate technician option.
The apprentice must submit the gateway evidence to their EPAO, including any organisation specific policies and procedures requested by the EPAO. |
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End-point assessment - typically 3 months
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The grades available for each assessment method are below
Presentation with questions and answers:
Interview:
Integrated Assessment Method - Case study:
Overall EPA and apprenticeship can be graded:
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Professional recognition
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This apprenticeship aligns with Council for Licensed Conveyancers for Registration on the CLC legal technician directory.
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Re-sits and re-takes
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The EPA will be taken within the EPA period. The EPA period begins when the EPAO confirms the gateway requirements are met and is typically 3 months.
The expectation is that the EPAO will confirm the gateway requirements are met and the EPA begins as quickly as possible.
The apprentice’s employer must confirm that they think their apprentice is working at or above the occupational standard. The apprentice will then enter the gateway. The employer may take advice from the apprentice's training provider(s), but the employer must make the decision.
The apprentice must meet the gateway requirements before starting their EPA.
These are:
and one of the following:
The diploma in conveyancing law and practice is required for the conveyancing technician option.
The diploma in probate law and practice is required for the probate technician option.
Conveyancing technician option
Apprentices undertaking the Conveyancing technician option need to have undertaken and passed the Level 4 Diploma in Conveyancing Law and Practice modules excluding the module to be assessed in this plan.
The excluded module to be taken as part of this EPA is:
The modules to be taken on programme are as follows:
Conveyancing law and practice:
Probate technician option
Apprentices undertaking the Probate technician option need to have undertaken and passed the Level 4 Diploma in Probate Law and Practice modules excluding the module to be assessed in this plan.
The excluded module to be taken as part of this EPA is:
The modules to be taken on programme are as follows:
The apprentice must submit any policies and procedures as requested by the EPAO.
The presentation with questions and answers and the interview assessment methods must be delivered before the integrated qualification element (case study).
In the presentation with questions, the apprentice delivers a presentation to an independent assessor on a set subject. The independent assessor must ask questions after the presentation. It gives the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method.
This assessment method is being used because the occupation of legal technician requires the ability to articulate complex legal concepts, problems and solutions to clients.
A written or test method would not be appropriate as the apprenticeship already includes an integrated qualification which is highly challenging. There is little headroom in this employer environment to allow time to complete a project as the work is fast-paced, and so any lengthy methods may work to the detriment of users of the apprenticeship. Observation or practical demonstration in the workplace is not an effective use of costly assessor resource and would generate confidentiality challenges as legal technicians deal with clients.
The presentation with Q&A method allows candidates to talk coherently about the technical aspects that matter to them within their work by focusing on customer experience which is critical to competence but cannot be effectively tested in an exam to the same extent.
The presentation with questions and answers must be structured to give the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method to the highest available grade.
An independent assessor must conduct and assess the presentation with questions.
The presentation must cover: - an example of a client interaction undertaken by the apprentice within the business after the gateway period has commenced.
the interaction and presentation must include the following topics:
- taking new instruction from a client
- identification of client needs
- know your customer activity and assessment of client care
- initial actions taken such as anti-money laundering checks, source of funds and wealth checks, sanctions checks
- the scale and scope of the legal matter
- risks
- potential solutions.
The presentation should be delivered as if to a member of the general public including explanations of legal terms as necessary.
The purpose of the presentation is to allow the apprentice to demonstrate their competence against the grading descriptors.
The apprentice must submit any presentation materials to the EPAO by the end of week 4 of the EPA period. The apprentice must notify the EPAO, at that point, of any technical requirements for the presentation. Any information which could identify the client, must be anonymised.
During the presentation, the apprentice must have access to:
The independent assessor must have at least 2 weeks to review any presentation materials, before the presentation is delivered by the apprentice, to allow them to prepare questions. The EPAO must give the apprentice at least 21 days' notice of the presentation assessment.
The independent assessor must ask questions after the presentation.
The purpose of the questions is to assess the level of competence against the grading descriptors.
The presentation and questions must last 30 minutes. This will typically include a presentation of 15 minutes and questioning lasting 15 minutes. The independent assessor must use the full time available for questioning. The independent assessor can increase the total time of the presentation and questioning by up to 10%. This time is to allow the apprentice to complete their last point or respond to a question if necessary.
The independent assessor must ask at least 3 questions. They must use the questions from the EPAO’s question bank or create their own questions in line with the EPAO’s training. Follow up questions are allowed where clarification is required.
The apprentice may choose to end any assessment method early. The apprentice must be confident they have demonstrated competence against the assessment requirements for the assessment method. The independent assessor or EPAO must ensure the apprentice is fully aware of all assessment requirements. The independent assessor or EPAO cannot suggest or choose to end any assessment methods early (unless in an emergency). The EPAO is responsible for ensuring the apprentice understands the implications of ending an assessment early if they choose to do so. The independent assessor may suggest the assessment continues. The independent assessor must document the apprentice’s request to end any assessment early.
The independent assessor must make the grading decision. The independent assessor must assess the presentation and answers to questions holistically when deciding the grade.
The independent assessor must keep accurate records of the assessment. They must record:
The presentation with questions must take place in a suitable venue selected by the EPAO for example, the EPAO’s or employer’s premises.
The presentation with questions can be delivered remotely by video conferencing. The EPAO must have processes in place to verify the identity of the apprentice and ensure the apprentice is not being aided.
Whether the presentation with questions is delivered face-to-face or remotely, it should take place in a quiet room, free from distractions and influence.
The presentation with questions and answers can be conducted by video conferencing. The EPAO must have processes in place to verify the identity of the apprentice and ensure the apprentice is not being aided.
The EPAO must develop a purpose-built assessment specification and question bank. It is recommended this is done in consultation with employers of this occupation. The EPAO must maintain the security and confidentiality of EPA materials when consulting with employers. The assessment specification and question bank must be reviewed at least once a year to ensure they remain fit-for-purpose.
The assessment specification must be relevant to the occupation and demonstrate how to assess the KSBs mapped to this assessment method. The EPAO must ensure that questions are refined and developed to a high standard. The questions must be unpredictable. A question bank of sufficient size will support this.
The EPAO must ensure that the apprentice has a different set of questions in the case of re-sits or re-takes.
The EPAO must produce the following materials to support the presentation with questions and answers:
The EPAO must ensure that the EPA materials are subject to quality assurance procedures including standardisation and moderation.
In the interview, an independent assessor asks the apprentice questions. It gives the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method.
This assessment method is being used because:
The interview must be structured to give the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method to the highest available grade.
An independent assessor must conduct and assess the interview.
Administration of legal activities for conveyancing or probate.
The EPAO must give an apprentice 21 days' notice of the interview.
The interview must last for 30 minutes. The independent assessor can increase the time of the interview by up to 10%. This time is to allow the apprentice to respond to a question if necessary.
The independent assessor must ask at least 5 questions. The independent assessor must use the questions from the EPAO’s question bank or create their own questions in line with the EPAO’s training. Follow-up questions are allowed where clarification is required.
The apprentice may choose to end any assessment method early. The apprentice must be confident they have demonstrated competence against the assessment requirements for the assessment method. The independent assessor or EPAO must ensure the apprentice is fully aware of all assessment requirements. The independent assessor or EPAO cannot suggest or choose to end any assessment methods early (unless in an emergency). The EPAO is responsible for ensuring the apprentice understands the implications of ending an assessment early if they choose to do so. The independent assessor may suggest the assessment continues. The independent assessor must document the apprentice’s request to end any assessment early.
The independent assessor must make the grading decision.
The independent assessor must keep accurate records of the assessment. They must record:
The interview must take place in a suitable venue selected by the EPAO for example, the EPAO’s or employer’s premises.
The interview can be conducted by video conferencing. The EPAO must have processes in place to verify the identity of the apprentice and ensure the apprentice is not being aided.
The interview should take place in a quiet room, free from distractions and influence.
The EPAO must develop a purpose-built assessment specification and question bank. It is recommended this is done in consultation with employers of this occupation. The EPAO must maintain the security and confidentiality of EPA materials when consulting with employers. The assessment specification and question bank must be reviewed at least once a year to ensure they remain fit-for-purpose.
The assessment specification must be relevant to the occupation and demonstrate how to assess the KSBs mapped to this assessment method. The EPAO must ensure that questions are refined and developed to a high standard. The questions must be unpredictable. A question bank of sufficient size will support this.
The EPAO must ensure that the apprentice has a different set of questions in the case of re-sits or re-takes.
The EPAO must produce the following materials to support the interview:
The EPAO must ensure that the EPA materials are subject to quality assurance procedures including standardisation and moderation.
This is an integrated assessment method.
This integrated assessment method forms part of the apprenticeship’s EPA as well as the awarding of the qualification.
The KSBs aligned to this integrated assessment method will be assessed and graded by the awarding body or their delegated person or organisation and contribute to the overall outcome of the apprenticeship and the qualification.
The KSBs aligned to this assessment method will be assessed by the apprentice passing one of the qualifications listed below in relation to their chosen option:
Either:
Council for Licensed Conveyancers Level 4 Diploma - Conveyancing Law and Practice
OR
Council for Licensed Conveyancers Probate Level 4 Diploma - The Administration of Estates
In the case study, the apprentice completes a structured case study exercise set by the AB or related parties in the workplace. It gives the apprentice the opportunity to demonstrate the knowledge and skills mapped to this assessment method
This assessment method is being used because:
The delivery of the case study must align with the conditions set out by the Awarding Body (AB) for the integrated qualification.
The AB must develop a purpose-built assessment specification. It is recommended this is done in consultation with employers or subject matter experts for this occupation.
The AB should maintain the security and confidentiality of EPA materials when consulting with employers.
The assessment specification must be reviewed to ensure they remain fit-for-purpose. The assessment specification must be relevant to the occupation and demonstrate how to assess the KSBs mapped to this assessment method. The EPAO must ensure that case studies are refined and developed to a high standard.
The AB must ensure that the apprentice has a different case study in the case of re-sits or re-takes.
The AB must produce the following materials to support the case study:
The AB must ensure that the materials are subject to quality assurance procedures including standardisation and moderation.
Fail - does not meet pass criteria
|
Theme
KSBs
|
Pass
Apprentices must demonstrate all of the pass descriptors
|
Distinction
Apprentices must demonstrate all of the pass descriptors and all of the distinction descriptors
|
|---|---|---|
|
(Core) Client care
K5 K10 S1 S6 S8 S10 B1 B2 B3 B4 |
Explains how they manage points of contact with clients and key milestones to lead the client experience, taking account of the principles of best practice for diversity and inclusion when providing services to clients to provide a timely and efficient service and show accountability for their own fee generating work and the costs incurred to deliver services in line with the organisation's approach. (K10, S1, B1, B2) Describes how they use the principles of Law and translate using plain English to provide clarification and explanation of the legal process and standard Legal terms using various communication techniques. (K5, S6) Describes how they have undertaken “Know your Client” activities to ensure a clear picture of client needs and risks, whilst identifying a range of options to help generate solutions to legal problems when working with senior colleagues, escalating problems when outside their remit. (S8, B3) Explains how they manage risk, under supervision, in relation to legal and regulatory liabilities with regards to the client and business, working closely with senior colleagues to ensure that the client and organisation are protected from undue influence, financial crimes and cyber-crime. (S10, B4) |
Evaluates how their point of contact and key milestone management had an impact on client experience. (S1) Evaluates the importance of 'Know Your Client' activities in ensuring a clear picture of client needs and risks throughout legal transactions. (S8) |
|
(Core) Administration
K6 K7 K8 K9 K11 S9 |
Explains the principles of digital tools and software and the organisational data, information security standards, policies and procedures that are relevant to data management. (K6, K7) Explains the fundamentals of the legal requirements relating to the use of data including risks to confidentiality of data posed by and to clients actions. (K8) Explains how they undertake fraud protection measures and cyber security procedures in relation to legal transactions whilst mitigating risks and taking in to account the organisational vulnerabilities within digital systems. (K9, S9) Summarises the activities of the occupation which contribute to their ‘professional carbon footprint’ and steps that can be taken to reduce it. (K11)
|
None |
|
(conveyancing technician) Legal services - Conveyancing
S13 |
Describes how they undertake the provision of legal services, under supervision, in connection with sale and purchase, re-mortgage or transfers of equity of residential property including advice and guidance to clients relevant to conveyancing. (S13) |
Evaluates how they undertake the provision of legal services, under supervision, in connection with sale and purchase, re-mortgage or transfers of equity of residential property including advice and guidance to clients relevant to conveyancing. (S13) |
|
(probate technician) Legal services - Probate
S15 S16 |
Describes how they undertake the assessment of client risk, under supervision, in relation to Will drafting and Lasting Powers of Attorney for example: risks to vulnerable or elderly clients. (S15) Describes how they undertake the assessment of client risk, under supervision, in relation to probate. (S16) |
Evaluates how they undertake the assessment of client risk, under supervision, in relation to Will drafting and Lasting Powers of Attorney for example: risks to vulnerable or elderly clients. (S15) Evaluates how they undertake the assessment of client risk, under supervision, in relation to probate. (S16) |
Fail - does not meet pass criteria
|
Theme
KSBs
|
Pass
Apprentices must demonstrate all of the pass descriptors
|
Distinction
Apprentices must demonstrate all of the pass descriptors and all of the distinction descriptors
|
|---|---|---|
|
(Core) Administration
K4 S5 S7 S11 B5 |
Outlines how they support service delivery with transparency and within the cost model of the organisation and summarising the principles of client billing including the principles of time-recording and fee charging structures. (K4, S7) Explains how they organise and administer workflow to progress work within service level expectations and assist senior colleagues with caseload management to prioritise customer service and work in the client's best interests approaching legal service activities and relationships with professionalism. (S5, S11, B5) |
Evaluates the impact organising and administering workflows has on progressing work within service level expectations. (S5, S11) |
Fail - does not meet pass criteria
|
Theme
KSBs
|
Pass
Apprentices must demonstrate all of the pass descriptors
|
|---|---|
|
(Core) Case study.
K1 K2 K3 K12 S2 S3 S4 S12 |
The apprentice will be assessed in line with the conditions set by the awarding organisation. In order to pass, the apprentice must achieve the requirements of the pass criteria of the integrated qualification. Awarding bodies must make clear in their marking criteria which grade boundary for the integrated assessment method represents a pass grade for the EPA. |
Performance in the EPA determines the overall grade of:
An independent assessor must individually grade the presentation with questions and answers, interview and integrated assessment method - case study in line with this EPA plan.
The EPAO must combine the individual assessment method grades to determine the overall EPA grade.
If the apprentice fails one assessment method or more, they will be awarded an overall fail.
To achieve an overall pass, the apprentice must achieve at least a pass in all the assessment methods. To achieve an overall EPA merit, the apprentice must achieve a pass in the integrated method (case study), a pass in one of the remaining assessment methods and a distinction in the other assessment method. To achieve an overall EPA distinction, the apprentice must achieve a pass in the diploma and a distinction in both remaining assessment methods.
Grades from individual assessment methods must be combined in the following way to determine the grade of the EPA overall.
| Presentation with questions and answers | Interview | Integrated Assessment Method - Case study | Overall Grading |
|---|---|---|---|
| Fail | Any grade | Any grade | Fail |
| Any grade | Fail | Any grade | Fail |
| Any grade | Any grade | Fail | Fail |
| Pass | Pass | Pass | Pass |
| Distinction | Pass | Pass | Merit |
| Pass | Distinction | Pass | Merit |
| Distinction | Distinction | Pass | Distinction |
If the apprentice fails one or more assessment methods they can take a re-sit or a re-take at their employer’s discretion. The apprentice’s employer needs to agree that a re-sit or re-take is appropriate. A re-sit does not need further learning, whereas a re-take does.
The apprentice should have a supportive action plan to prepare for a re-sit or a re-take.
The employer and EPAO agree the timescale for a re-sit or re-take of the presentation with questions and answers or the interview. For the integrated qualification, arrangements should be made between the candidate and the delivery centre. A re-sit is typically taken within 2 months of the EPA outcome notification. The timescale for a re-take is dependent on how much re-training is required and is typically taken within 2 months of the EPA outcome notification.
If the apprentice fails the presentation with questions and answers assessment method, they must amend the presentation in line with the independent assessor’s feedback. The apprentice will be given 4 weeks to rework and resubmit the amended presentation before the question and answer session.
Failed assessment methods must be re-sat or re-taken within a 6-month period from the EPA outcome notification, otherwise the entire EPA will need to be re-sat or re-taken in full.
Re-sits and re-takes are not offered to an apprentice wishing to move from pass to a higher grade.
The apprentice will get a maximum EPA grade of distinction for a re-sit or re-take, unless the EPAO determines there are exceptional circumstances.
| Roles | Responsibilities |
|---|---|
|
Apprentice |
As a minimum, the apprentice should:
|
|
Employer |
As a minimum, the apprentice's employer must:
|
|
EPAO |
As a minimum, the EPAO must:
|
|
Independent assessor |
As a minimum, an independent assessor must:
|
|
Training provider |
As a minimum, the training provider must:
|
|
Awarding Body |
As a minimum, the awarding body must:
In rare circumstances, training provider staff may mark the integrated assessment method. Strict arrangements must be in place for monitoring, moderation and quality assurance.
|
The EPAO and AB must have reasonable adjustments arrangements for the EPA.
This should include:
Adjustments must maintain the validity, reliability and integrity of the EPA as outlined in this EPA plan.
Special considerations
The EPAO and AB must have special consideration arrangements for the EPA.
This should include:
Special considerations must maintain the validity, reliability and integrity of the EPA as outlined in this EPA plan.
Internal quality assurance refers to the strategies, policies and procedures that an EPAO must have in place to ensure valid, consistent and reliable EPA decisions.
EPAOs for this EPA must adhere to the requirements within the roles and responsibilities table.
They must also appoint independent assessors who:
Affordability of the EPA will be aided by using at least some of the following:
This apprenticeship aligns with:
| Knowledge | Assessment methods |
|---|---|
|
K1: Core.
Fundamentals of legal and regulatory liabilities with regards to the client and business to ensure compliance with all professional obligations. Back to Grading |
Integrated Assessment Method - Case study |
|
K2: Core.
Fundamentals of the requirements for acting in the best interest of the client to protect clients and limit liability for negligence, such as, identifying and acting for vulnerable clients. Back to Grading |
Integrated Assessment Method - Case study |
|
K3: Core.
Fundamentals of anti-money laundering regulations in relation to legal transactions including personal and professional liability. Back to Grading |
Integrated Assessment Method - Case study |
|
K4: Core.
Fundamentals of the principles of client billing including the principles of time-recording and fee charging structures. Back to Grading |
Interview |
|
K5: Core.
Various communication techniques to translate legal terms and concepts, using plain English to explain standard legal terms. Back to Grading |
Presentation with questions and answers |
|
K6: Core.
Principles of digital tools and software such as case management systems, databases and online drafting software. Back to Grading |
Presentation with questions and answers |
|
K7: Core.
Organisational data and information security standards, policies and procedures relevant to data management activities. Back to Grading |
Presentation with questions and answers |
|
K8: Core.
Fundamentals of legal requirements relating to the use of data including risks to confidentiality of data posed by and to client's actions. Back to Grading |
Presentation with questions and answers |
|
K9: Core.
Fundamentals of organisational vulnerabilities in digital systems, including, cybersecurity and steps that can be taken to mitigate those risks. Back to Grading |
Presentation with questions and answers |
|
K10: Core.
Principles of best practice for diversity and inclusion when providing services to clients. Back to Grading |
Presentation with questions and answers |
|
K11: Core.
The activities of the occupation which contribute to their ‘professional carbon footprint’ and steps that can be taken to reduce it. Back to Grading |
Presentation with questions and answers |
|
K12: Core.
Fundamentals of professional regulatory arrangements for personal compliance with requirements. Back to Grading |
Integrated Assessment Method - Case study |
|
K13: conveyancing technician.
Principles of law applicable to conveyancing in respect of residential property. Back to Grading |
Integrated Assessment Method - Case study |
|
K14: conveyancing technician.
Fundamentals of taxes relevant for conveyancing. Back to Grading |
Integrated Assessment Method - Case study |
|
K15: conveyancing technician.
Approaches to stakeholder engagement and conducting Know Your Client activity to establish needs and risks within conveyancing activity. Back to Grading |
Integrated Assessment Method - Case study |
|
K16: probate technician.
Principles of law applicable to Will drafting and Lasting Powers of Attorney. Back to Grading |
Integrated Assessment Method - Case study |
|
K17: probate technician.
Principles of law applicable to probate. Back to Grading |
Integrated Assessment Method - Case study |
|
K18: probate technician.
Fundamentals of taxes relevant for probate activities. Back to Grading |
Integrated Assessment Method - Case study |
|
K19: probate technician.
Principles of establishing legal capacity and identifying potentially vulnerable clients including during drafting of Wills, Lasting Powers of Attorney and administration of estate. Back to Grading |
Integrated Assessment Method - Case study |
|
K20: probate technician.
Principles of reviewing deceased client documents and records including identification and significance of digital assets. Back to Grading |
Integrated Assessment Method - Case study |
|
K21: probate technician.
Principles of drafting Wills and Lasting Powers of Attorney. Back to Grading |
Integrated Assessment Method - Case study |
| Skill | Assessment methods |
|---|---|
|
S1: Core.
Manage points of contact with clients and key milestones to lead the client experience. Back to Grading |
Presentation with questions and answers |
|
S2: Core.
Administer legal procedures, under supervision, to work effectively with other lawyers and professional third parties. Back to Grading |
Integrated Assessment Method - Case study |
|
S3: Core.
Assist clients and manage their expectations, under supervision, using the most effective channels and approaches. Back to Grading |
Integrated Assessment Method - Case study |
|
S4: Core.
Protect client's interests, under supervision, to ensure they receive an honest and lawful service. Back to Grading |
Integrated Assessment Method - Case study |
|
S5: Core.
Organise and administer workflow such as legal files, case management and accounting systems to progress work within service level expectations. Back to Grading |
Interview |
|
S6: Core.
Use the principles of Law and translate using plain English to provide clarification and explanation of the legal process and standard Legal terms. Back to Grading |
Presentation with questions and answers |
|
S7: Core.
Support service delivery with transparency and within the cost model of the organisation. Back to Grading |
Interview |
|
S8: Core.
Undertake “Know Your Client” activities throughout legal transactions. Back to Grading |
Presentation with questions and answers |
|
S9: Core.
Undertake fraud protection measures and cyber security procedures in relation to legal transactions. Back to Grading |
Presentation with questions and answers |
|
S10: Core.
Manage risk, under supervision, in relation to legal and regulatory liabilities with regards to the client and business. Back to Grading |
Presentation with questions and answers |
|
S11: Core.
Undertake case load management, under supervision, to prioritise customer service and work in the client's best interests. Back to Grading |
Interview |
|
S12: Core.
Adhere to professional, supervisory and regulatory requirements as required by organisational policies and procedures. Back to Grading |
Integrated Assessment Method - Case study |
|
S13: conveyancing technician.
Undertake the provision of legal services, under supervision, in connection with sale and purchase, re-mortgage or transfers of equity of residential property including advice and guidance to clients relevant to conveyancing. Back to Grading |
Presentation with questions and answers |
|
S14: conveyancing technician.
Review and administer legal documents related to sale and purchase, re-mortgage or transfers of equity of residential property, including, land registry file documents, statutory declarations and completing documents as required. Back to Grading |
Integrated Assessment Method - Case study |
|
S15: probate technician.
Undertake the assessment of client risk, under supervision, in relation to Will drafting and Lasting Powers of Attorney for example: risks to vulnerable or elderly clients. Back to Grading |
Presentation with questions and answers |
|
S16: probate technician.
Undertake the assessment of client risk, under supervision, in relation to probate. Back to Grading |
Presentation with questions and answers |
|
S17: probate technician.
Undertake the provision of legal services, under supervision, in connection with administration of an estate including advice and guidance to clients relevant to Will drafting and Lasting Powers of Attorney. Back to Grading |
Integrated Assessment Method - Case study |
|
S18: probate technician.
Undertake the provision of legal services, under supervision, in connection with administration of an estate including advice and guidance to clients relevant to probate. Back to Grading |
Integrated Assessment Method - Case study |
|
S19: probate technician.
Undertake the review and administration of legal documents, under supervision, related to Will drafting and Lasting Powers of Attorney including drafting and completing documents as required. Back to Grading |
Integrated Assessment Method - Case study |
|
S20: probate technician.
Undertake the review and administration of legal documents, under supervision, related to probate including drafting and completing documents as required. Back to Grading |
Integrated Assessment Method - Case study |
| Behaviour | Assessment methods |
|---|---|
|
B1: Core.
Accountable for own fee generating work and the costs incurred to deliver services in line with the organisation's approach. Back to Grading |
Presentation with questions and answers |
|
B2: Core.
Provides a timely and efficient service. Back to Grading |
Presentation with questions and answers |
|
B3: Core.
Helps generate solutions to legal problems, working with senior colleagues to consider a range of options and identify when to escalate when problems are outside their remit. Back to Grading |
Presentation with questions and answers |
|
B4: Core.
Works closely with senior colleagues to ensure that the client and organisation are protected from undue influence, financial crimes and cyber-crime. Back to Grading |
Presentation with questions and answers |
|
B5: Core.
Approaches work with professionalism in legal service activities and relationships with others. Back to Grading |
Interview |
| KSBS GROUPED BY THEME | Knowledge | Skills | Behaviour |
|---|---|---|---|
|
(Core) Client care
K5 K10 S1 S6 S8 S10 B1 B2 B3 B4 |
various communication techniques to translate legal terms and concepts, using plain English to explain standard legal terms. (K5) principles of best practice for diversity and inclusion when providing services to clients. (K10) |
manage points of contact with clients and key milestones to lead the client experience. (S1) use the principles of Law and translate using plain English to provide clarification and explanation of the legal process and standard Legal terms. (S6) undertake “Know Your Client” activities throughout legal transactions. (S8) manage risk, under supervision, in relation to legal and regulatory liabilities with regards to the client and business. (S10) |
Accountable for own fee generating work and the costs incurred to deliver services in line with the organisation's approach. (B1) Provides a timely and efficient service. (B2) Helps generate solutions to legal problems, working with senior colleagues to consider a range of options and identify when to escalate when problems are outside their remit. (B3) Works closely with senior colleagues to ensure that the client and organisation are protected from undue influence, financial crimes and cyber-crime. (B4) |
|
(Core) Administration
K6 K7 K8 K9 K11 S9 |
principles of digital tools and software such as case management systems, databases and online drafting software. (K6) organisational data and information security standards, policies and procedures relevant to data management activities. (K7) fundamentals of legal requirements relating to the use of data including risks to confidentiality of data posed by and to client's actions. (K8) fundamentals of organisational vulnerabilities in digital systems, including, cybersecurity and steps that can be taken to mitigate those risks. (K9) the activities of the occupation which contribute to their ‘professional carbon footprint’ and steps that can be taken to reduce it. (K11) |
undertake fraud protection measures and cyber security procedures in relation to legal transactions. (S9) |
None |
|
(conveyancing technician) Legal services - Conveyancing
S13 |
None |
undertake the provision of legal services, under supervision, in connection with sale and purchase, re-mortgage or transfers of equity of residential property including advice and guidance to clients relevant to conveyancing. (S13) |
None |
|
(probate technician) Legal services - Probate
S15 S16 |
None |
undertake the assessment of client risk, under supervision, in relation to Will drafting and Lasting Powers of Attorney for example: risks to vulnerable or elderly clients. (S15) undertake the assessment of client risk, under supervision, in relation to probate. (S16) |
None |
| KSBS GROUPED BY THEME | Knowledge | Skills | Behaviour |
|---|---|---|---|
|
(Core) Administration
K4 S5 S7 S11 B5 |
fundamentals of the principles of client billing including the principles of time-recording and fee charging structures. (K4) |
organise and administer workflow such as legal files, case management and accounting systems to progress work within service level expectations. (S5) support service delivery with transparency and within the cost model of the organisation. (S7) undertake case load management, under supervision, to prioritise customer service and work in the client's best interests. (S11) |
Approaches work with professionalism in legal service activities and relationships with others. (B5) |
| KSBS GROUPED BY THEME | Knowledge | Skills | Behaviour |
|---|---|---|---|
|
(Core) Case study.
K1 K2 K3 K12 S2 S3 S4 S12 |
fundamentals of legal and regulatory liabilities with regards to the client and business to ensure compliance with all professional obligations. (K1) fundamentals of the requirements for acting in the best interest of the client to protect clients and limit liability for negligence, such as, identifying and acting for vulnerable clients. (K2) fundamentals of anti-money laundering regulations in relation to legal transactions including personal and professional liability. (K3) fundamentals of professional regulatory arrangements for personal compliance with requirements. (K12) |
administer legal procedures, under supervision, to work effectively with other lawyers and professional third parties. (S2) assist clients and manage their expectations, under supervision, using the most effective channels and approaches. (S3) protect client's interests, under supervision, to ensure they receive an honest and lawful service. (S4) adhere to professional, supervisory and regulatory requirements as required by organisational policies and procedures. (S12) |
None |
Contact us about this apprenticeship
| Version | Change detail | Earliest start date | Latest start date | Latest end date |
|---|---|---|---|---|
| 1.0 | Approved for delivery | 03/01/2024 | Not set | Not set |
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