- 09-Feb-2017 to 24-Feb-2017 (CST)
- New Braunfels, TX, USA
Manages and tracks probate of estates, guardian of the person and estates and administrators of decedent's estates, as required by the County Courts and Law. Consults with attorneys as to the probate law, discrepancies and court proceedings and all matters dealing with estate assets. Performs general office duties as required for County Court at Law 1 & County Court at Law 2 as related to probate matters. This position requires a knowledge of accounting and thorough knowledge of Court proceedings, and the Texas Estates Code.
Works under the general supervision of the County Courts at Law.
ESSENTIAL DUTIES AND RESPONSIBILITIES
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Duties include the following:
- Manages and tracks both guardian of the person and estates and administrators of decedent's estates, as required by the Courts and Law and reports to the Courts any discrepancies.
- Manages and tracks all matters related the probate of estates, as required by the Courts and reports to the Courts any discrepancies.
- Set dockets for all probate matters. Prepare for each docket before court and review all files before printing out court instructions for the docket.
- Assure compliance with law and local court rules before probate hearing.
- Prepare orders that Judge(s) require when there is no attorney of record on file.
- Prepare and ensure all correspondence relating to probate actions is sent out as directed/ required by the Judge.
- Maintain and audit records in Odyssey of when all required probate documents are due.
- Prepare and send out delinquent notices and show cause letters for all past due documents. Prepare Show Cause and related Orders as necessary.
- Maintain and track records of all Ad Litem appointments and certifications.
- Audit all inventories of estates, annual accounts and annual reports and maintain/track in Microsoft Access.
- Audit any documents filed regarding disbursements and monthly allowances.
- Provide timely feedback on all audits to judges and attorneys.
- Act as a liaison between the courts and attorneys regarding all issues that arise during the probate/guardianship process.
- Prepare and send out correction letters regarding any problems to filed probate documents and track until resolved.
- Audit all transfer cases into Comal County.
- Consults with attorneys as to the probate law, discrepancies and court proceedings on complex matters with dealing with estate funds.
- Researches and reviews sales of property and all other actions requested by the court or parties and prepare for the judge's signature.
- Maintain database for all active guardianships; contact guardian/attorney regarding compliance issues when necessary.
- Reviews reports on estate fund expenditures and annual guardianship reports and report to the Courts regarding same.
- Coordinate with a Nursing School and/other volunteers re a Court Visitor Program pursuant to Section 1054.102, Texas Estates Code.
- Other related duties as assigned.
- Attendance is an essential function of the job.
Note: The duties listed above are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position and is assigned by the supervisor.
EDUCATION and/or EXPERIENCE
Minimum of an Associate's degree (A.A.) or equivalent from two-year college or technical school in a business or social work related curriculum; three (3) to five (5) years related experience and/or training in a courtroom environment as well as a thorough knowledge of laws and codes. Bachelor's degree with accounting background is preferred, but is not required.
DESIRED MINIMUM QUALIFICATIONS:
Ability to communicate effectively, both verbally and in writing; read and comprehend simple instructions, short correspondence, and memos. Ability to establish and maintain effective relationships with co-workers, County employees, Elected/Appointed Officials, judges, attorneys, outside organizations, the news media and the general public.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Other Skills and Abilities:
Able to work extensively with computer in the Odyssey system, Word and Excel programs. Must have the ability to function well under pressure and be congenial with the public.
This is a sedentary position. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job.
While performing the duties of this job, the employee is frequently required to sit and talk or hear, use hands to finger, handle, feel or operate objects, tools, or controls; and reach with hands and arms. The employee is occasionally required to walk to various areas of the County buildings.
The employee must occasionally lift and/or move up to 25 pounds (forms, files, etc.). Specific vision abilities required by this job include close vision and ability to adjust focus.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Formal application, rating of education and experience; oral interview and reference check; job related tests might be required.
This job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change. The employee further understands, and accepts, that this position falls under the provision of an "At Will" employment, and under no circumstances is this a contract for employment.