Job Specifications

Class Code: DG4
Analyst: PT/TC
Date Originated: 8/80
Date Revised: 8/82, 5/98, 2/05



Under general supervision, investigates recommendations for the appointment of a conservator or need of a representative payee. Recommends to the court the establishment, continuation, or termination of conservatorship. Arranges for and monitors the care and treatment of persons placed under the jurisdiction of the Public Guardian. Investigates and administers the personal and financial needs of persons under conservatorship or representation payeeship. Safeguard the interests of and obtain legal services for clients. Provide 24-hour emergency response services. Perform other work as required.


The Deputy Public Guardian is distinguished from the next higher class of Public Guardian/Conservator in that the latter is responsible for planning, organizing, supervising, reviewing, and evaluating the work of the Deputy Public Guardian.


Interviews the proposed conservatee, family members, friends, treating physicians, psychiatrists, law enforcement personnel, social workers, and others. Prepares detailed reports of findings and recommendations to the court, concerning family, finances, real and personal property, social history, medical and psychological conditions and the need for conservator or representative payee. Deputy Pubic Guardians work with County Counsel in the preparation of petitions, interview witnesses, assist with trial preparation, and arrange appearance of clients at court hearings and trials; arranges for the hospitalization, care treatment, vocational training, education, and housing of clients. Negotiates rent payments, investigates extent and nature of conservatee estates. Locates, inventories, and protects all real and personal assets. Initiates application for, and assures receipt of all benefits to which the client is entitled. Works with a multiplicity of agencies and individuals to arrange for the delivery of services to clients. Assists case management personnel from other agencies in visiting and monitoring progress of conservatees in local and out-of-county placements, and prepare reports of visits. Provides medically necessary ancillary assessment and case management services to Conservatees.



Working Knowledge of: Some Knowledge of:

Ability to:

Education and Experience:

Any combination of education and experience which would provide the required knowledge and abilities is qualifying, unless otherwise specified. A typical way to obtain the knowledge and abilities would be:

Completion of 24 semester units with emphasis in business or public administration, financial management and/or investment, social work/welfare, behavioral science, or a related field.


Four years of experience in estate, financial or budgetary management, estate investigation work or providing case worker service to incompetent, disabled or needy persons.


A Bachelorís Degree from an accredited college with a major in social work, social welfare, human services, public administration,, or business administration.


Two years experience performing social casework or conservator case work.


Successful completion of a paralegal curriculum approved by the American Bar Association or Graduation from Law School.


One year experience providing social casework or conservator casework.

Note: Additional qualifying experience may be substituted for the required education on a month-for-month basis.

Special Requirements/Conditions:


Bargaining Unit: 41
EEOC Job Category: 02
Occupational Grouping: 65
Workers' Compensation Code: 0290