Fiduciary

Fiduciary

Requirements

• Fiduciary license in good standing with the Arizona Supreme Court
• OR
• Bachelor’s degree with a specialization in criminal justice, social services, behavioral science, gerontology, public or business administration, finance, accounting, or a closely related field
• Two years of experience in the areas of guardianship, conservatorship, personal representative, trust administration, behavioral/mental health, elder or disability law of a non-familial relationship
• OR
• An equivalent combination of education and guardian certification, or education and specifically relevant work experience gained within the previous ten years, may substitute for the Fiduciary License requirement. Specifically, relevant work experience must be in the administration of trust, decedent’s estate, guardianship, or conservatorship under the supervision of a licensed fiduciary, bank trust or trust company officer, or a licensed attorney emphasizing in the area of probate, trust, elder, mental health, or disability law.

Responsibilities

• Coordinate, monitor, and oversee the implementation of Ward cases, treatments, residential arrangements, and continuing care plans to verify that Ward’s demonstrable needs are met
• Drive to community sites, facilities, and institutions to meet with Wards and their healthcare providers and review their treatment plans with them
• Complete mandatory reports and maintain active compliance with the law, rules, codes, orders, and department policies to fulfill statutory Fiduciary responsibilities
• Administer estates of protected and deceased persons with emphasis on preserving the estate and physical maintenance of personal, real, and business property
• Perform investigations and gather information to ensure informed decision-making, with preference given to the Ward’s/Protected Person’s expressed wishes while serving as a guardian in the least restrictive manner
• Testify in court regarding Ward’s advocacy, determinations, litigation, recovery actions, and performance accountability to defend Ward’s best interests
• Manage or dispose of client property with preference given to the client’s expressed wishes or directives
• Determine the end of life and final arrangements for Wards, with advanced input from the client and their family, aiming to carry out their final wishes as requested
• Communicate orally and in writing with Wards, benefit/service providers, financial institutions, residential facilities, medical and legal professionals, and other interested parties, including communications in adversarial and occasionally hostile situations

Preferred Qualifications

• Professional work experience in administering guardianships, conservatorships, decedent’s estates, entitlements, and bank trust work
• Experience working as a paralegal
• Experience working with government entitlement programs
• Experience providing mental health or social services
• Experience managing caseloads that pertain to meeting the personal or financial needs of clients
• National Certified Guardian with the Center for Guardianship Certification