ANNEX 6: CHARTERED LEGAL EXECUTIVE (PROBATE & PRIVATE CLIENT) OR CILE -

COMMUNICATION Communicate orally and in writing, clearly and effectively: o Choose the most appropriate method of communication, including electronic communication and observing appropriate etiquette o Use language tailored to the audience and the purposes of the communication o Apply oral communication and listening skills to build trust, ask questions and understand, to provide explanation and. [...] EFFECTIVE WORKING PRACTICES Progress matters o Deal with matters without causing delay o Identify and manage risks as far as practicable to the achievement of the client’s objectives Plan workload and manage files o Plan and prioritise workload and manage files and tasks concurrently and efficiently, making best use of resources and exercising effective judgement o Maintain files and records i. [...] CONDUCT, ETHICS AND PROFESSIONALISM Understand and put into practice the CILEX-x Regu-lation Code of Conduct o Apply professional obligations in a diverse range of situations relating to substantive law and the rules of professional conduct o Apply obligations to the court, clients, other lawyers and the public Understand and put into practice all relevant legal and regulatory requirements (e.. [...] data protection, anti-money laundering legislation and regulation, conflicts, withdrawal from a case, undertakings, confidentiality and privilege) Understand and put into practice the principles of client care Provide certainty and clarity as to the legal services being provided and the basis of charging and draft compliant client care letters Understand and put into practice complaint handl. [...] USE OF TECHNOLOGY 7 Use available technology as it is used in will drafting and the administration of estates and associated mattersprobate Identify uses for emerging technology in wills and probate practiceprobate and recommend its implementation where appropriate Understand ethical challenges and the limitations of technology and use technology ethically and use technology ethically 8.