Estate Assistant
Under general direction of the Public Administrator/Guardian/Conservator, the Estate Assistant is assigned duties in investigation and administration of conservatorship and decedent estates; and to perform related work.
- Initiates requests for establishing and making withdrawals from bank accounts
- Serves citations.
- Visits and shops for conservatees.
- Acts as witness in residence searches.
- Investigates personal papers for assets.
- Obtains documents such as birth and death certificates and physician declarations.
- Investigates heirship/genealogy matters.
At least 4 years of clerical experience
Experience inputting and retrieving information from a computerized system is highly desirable.
Knowledge of Legal terminology, forms, and documents used in estate administration and conservatorship proceedings
Data Entry
Time Management
Customer Service skills
Record keeping
Multitasking
Verbal communication
Detail Oriented
written communication
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San Diego County, officially the County of San Diego, is a county in the southwestern corner of the state of California, in the United States. As of the 2010 census, the population was 3,095,313. making it California's second-most populous county and the fifth-most populous in the United States.
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