Under general supervision, incumbents in this class perform professional legal attorney work for the Public Guardian and the Public Administrator in their roles as probate conservators, personal representatives of decedents’ estates, and trustees. This position may be given responsibility for supervising a clerk, secretary, paralegal, and/or attorney.
The important and essential duties of this position may include but are not limited to:
- Performing professional legal work in all phases of estate administration in the Public Administrator's office; drafting legal pleadings, performing legal research, evaluating heirship claims, representing the Public Administrator before courts (primarily the San Francisco Probate Court), providing advice and counsel to the Public Administrator on carrying out its fiduciary duties in compliance with state and federal law, representing the Public Administrator in contested matters.
- Performing professional legal work in all phases of probate conservatorship matters; drafting legal pleadings, performing legal research, evaluating familial relationships, representing the Public Guardian before courts (primarily the San Francisco Probate Court), providing advice and counsel to the Public Guardian on carrying out its fiduciary duties in compliance with California law, and representing the Public Guardian in contested matters.
- Representing the Public Administrator and the Public Guardian in transaction matters including negotiating and drafting professional service agreements; purchasing and sales of real estate and other contracts.
- Filing petitions, reports and other legal pleadings for the Public Administrator and Public Guardian that are complete, accurate and timely; managing a large caseload subject to multiple statutory and internal deadlines.
- Supervises legal support staff by assigning, reviewing and monitoring their work.
- Provides training and coaching to legal support staff with a focus on supporting professional growth and improving performance. Carries out progressive discipline activities in collaboration with HSA-Human Resources, when necessary.
These minimum qualifications establish the education, training, experience, special skills and/or license(s) which are required for employment in the classification. Please note, additional qualifications (i.e., special conditions) may apply to a particular position and will be stated on the exam/job announcement.
License and Certification: Active membership in good standing with the State Bar of California.
The following desirable qualifications may be considered at the end of the selection process when candidates are referred for hiring:
- Working knowledge of California law on probate (decedent’s estates), probate conservatorships, and/or trust matters, or five years of experience as a practicing attorney with experience representing clients, preferably before court(s).
- Ability to effectively speak and write in a clear and effective manner.
- Ability to establish and maintain effective working relationships.