Guardian and Estate Administrator - Public Fiduciary

About the role

The Pima County Public Fiduciary serves as the court-appointed Guardian, Conservator, or Estate Administrator (Personal Representative) to protect the legal rights and financial interests of vulnerable adults. This role also administers estates of deceased persons when there is no one else willing or able to serve per Arizona Revised Statutes.

Responsibilities

• Responds to and screens referrals from medical, mental health, law enforcement and other community sources;
• Performs primary assessment of potential wards which includes gathering psycho-social history, interviewing the proposed ward, and conducting a mental status exam;
• Interviews, evaluates, and documents a proposed ward's relationship to family and community, to determine if an individual with statutory priority may serve as fiduciary;
• Works with fiduciary staff to conduct property and asset searches, access records and protect assets, and documents all activity;
• Initiates and maintains court reports, recording summaries and documents in preparation for potential court testimony;
• Researches and assesses assets, performs cost-benefit analysis, marshals assets and prepares disposition plans, manages and supervises sale or disposition of real and/or personal property, and maintains records and prepares reports and correspondence;
• Participates in budgeting and conservatorship planning;
• Manages a caseload of wards/protected persons served by the Public Fiduciary, including consenting to and coordinating care, making medical and financial decisions, final arrangements, and contracting for benefits/services on the ward's behalf;
• Conducts in-person visits to ensure health and welfare of wards per statutory obligations and best practice, maintains regular contact with service providers, and responds to after-hours telephone calls, text messages and emails;
• Prepares audits and reports, conducts assessments for social, medical and related services, and develops and implements care or management plans.

Requirements

• Current Arizona Supreme Court Fiduciary Certification.
• Bachelor’s degree from an accredited college or university with a major in social or behavioral science, public or business administration, finance, accounting or a closely-related field as defined by the department head AND two years of experience in one of the previously noted fields, case management or behavioral health.

Qualifications

• Specifically, relevant work experience must be in the administration of trust, decedent’s estate, guardianship or conservatorship under the supervision of either a licensed fiduciary; bank trust; trust company officer; or a licensed attorney emphasizing the area of probate, trust, elder, mental health, or disability law.

Skills

N/A

Benefits

N/A

Pay

$56,555 - $79,164 Annually

Schedule

N/A