Estate Conservator Jobs (NOW HIRING)

Examples of Duties Duties may include, but are not limited to the following: Carries a caseload of Probate and LPS Conservatees, and Subpayee cases. Interviews relatives, friends, treatment providers, and those having business dealings with conservatees. Arranges for appropriate placement of Conservatees in appropriate care facilities.

Arranges for necessary medical and/or psychiatric treatment. Develops case plans and monitors their implementation. Makes periodic visits to evaluate and monitor the delivery and quality of care given by treatment providers to determine special needs.

Performs personal services such as obtaining clothing or other personal items. Develops and monitors financial resources for treatment, care, and other expenses of Conservatees, including arranging for purchase or disposal of personal and real property. Secures financial assistance such as Social Security benefits, Veterans' benefits and public assistance.

Arranges for sale or purchase of personal and real property for Conservatees. Locates and interviews relatives and associates of decedents regarding estate assets and potential executors or administrators; determines, collects, and secures sources of estate assets such as bank accounts, safe deposit boxes, insurance and real property. Determines decedent debts and obligations by contacting creditors, banks, mortgage companies, and public tax authorities.

Protects the estates of decedents or conservatees from exploitation, waste, or loss by searching for, locating and taking control of all assets, budgeting expenditures, managing or disposing of real property, and safeguarding or disposing of personal property. Establishes and maintains accurate case files and notes documenting activities performed on behalf of the decedent estate or conservatee and/or the conservatee's estate. Attends Court hearings, including Court and Jury trials.

Testifies at hearing regarding recommendations on conservatorships and estates. Assists County Counsel in pretrial preparation. Assists Counsel of Record on behalf of Conservatees in all criminal and civil hearings other than conservatorship hearings.

Assist with final arrangements for decedents. Minimum Qualifications Experience: Two (2) years of paid experience with a public or private agency providing case worker services to dependent, disabled or indigent persons which involved management of client personal or financial affairs. Education: Graduation from an accredited college with an Associate's degree that is acceptable within the United States' accredited college or University system.

Additional full-time, paid qualifying experience may be substituted on a year-for-year basis for the required education. License: Possess a valid California driver's license at time of appointment and maintain. Certification by the California State Association of Public Administrators, Public Guardians and Public Conservators within two (2) years of date of appointment.

SOME POSITIONS IN THIS CLASSIFICATION WILL BE SUBJECT TO CRIMINAL HISTORY BACKGROUND CHECKS PURSUANT TO THE HUMAN RESOURCES RULES AND REGULATIONS, SECTION 2, B. Essential Functions Skills and Abilities: Learn and understand laws, rules and regulations governing the Public Administrator/Guardian functions. Obtain facts and recognize their relevance and significance.

Organize and maintain work detail. Establish and maintain effective interpersonal relationships at all organizational levels and with the public during sensitive situations. Establish and maintain client rapport on an individual basis.

Communicate effectively, both orally and in writing. Analyze situations and adopt effective courses of action. Operate a personal computer and other modern office equipment, including repetitive hand and arm motion.

Frequently sit for extended periods. Frequently operate a motor vehicle. May occasionally lift and carry up to 20 pounds.

Communicate effectively with others in person and over the telephone. Analyze data, interpret directions, procedures and regulations, and develop appropriate responses. Perform job duties in uncertain and unpleasant settings under stressful conditions.

Respond appropriately to situations. Maintain confidential information in accordance with legal standards and/or County regulations. Regular attendance is an essential function.

Knowledge of: Probate and Welfare and Investigative Codes as they apply to Conservatorships and decedent estates. Basic principles, techniques and methodology of interviewing and investigating. Basic principles of individual and group behavior.

Principles of personal finance. Community resources available to individuals.