Probate Coordinator Job Description

Job Series:  Management Analyst
FLSA status: Exempt
OCC Group: Professional Services
Job code: R41380
Original signature of State Court Administrator approval available in the Human Resources Division, signed 07/02/2008.

CONCEPT OF CLASS
Develop and implement a state wide program to provide assistance and oversight in Probate Case Management (primarily Protective Proceedings) within the Judicial Department. 
 
DISTINGUISHING FACTORS
Positions in this classification are distinguished from other classifications by the focus on Probate Case Management (primarily Protective Proceedings) within the Judicial Department. This position receives supervision from the Judicial Policies, Programs and Practices Manager.
 
ESSENTIAL FUNCTIONS OF THE POSITION
Make recommendations concerning delivery and oversight models, training requirements, and automation capabilities. 
 
Study other program delivery models within the state and nationally. Recommend the implementation of new models and/or new processes that promote due process, maximize resources and contribute to the smooth functioning of the judicial system. Develop methods to assess and document the effectiveness of various delivery models.  
 
Establish or work with interdisciplinary, community-based, local groups to oversee Probate services in each judicial district in cooperation with local judicial administration to ensure compliance with all relevant statutes, orders, rules, directives, policies, and procedures. 
 
Ensure the provision of high-quality, accessible training for persons serving in Protective Proceedings as well as other professionals. Research and consult with judges on legal issues in probate law. Read opinions on an ongoing basis to maintain knowledge in the area of probate.
 
Coordinate all aspects of the State’s approach to probate proceedings; stay abreast of developments, needs and requirements of decedent’s estates. Lead, supervise and direct the efforts of other professionals in the field. 
 
Serve as a liaison and resource to Judicial Education. Develop new programs and materials and implement training programs in concert with Task Force subcommittees for judicial assistants, GALs, visitors, conservators and guardians.
Work with others to complete proposed training projects and to initiate new proposals through various mediums utilizing knowledge of existing training programs and substantive probate matters.   
 
Attends meetings and training as required.
 
Performs other duties as assigned.
 
 
LEADERSHIP RESPONSIBILITIES
No formal supervisory responsibility. This position requires both administrative and visionary skills to lead Colorado to the best solution to caring for at-risk persons and their property, including examining proposed and alternative programs and practices. Planning, policy, programming and leadership are the key requisites. 
 
MINIMUM QUALIFICATIONS   
To perform this job successfully, an individual must be able to perform each of the locally established essential functions and meet the physical and environment demands described below satisfactorily. The requirements listed below are representative of the knowledge, skill, ability, physical and environmental conditions required of the employee on the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions, physical and environmental demands.
 
MINIMUM EDUCATION and EXPERIENCE REQUIREMENTS
Graduation from an accredited college or university with a bachelor’s degree in social sciences or related field and three years of experience working with court procedures or probate law. Juris doctorate and experience in probate law preferred. A Master’s degree in social sciences may substitute for one year of the required experience.  
 
PHYSICAL DEMANDS
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to use hands and fingers and reach with hands and arms. The employee is occasionally required to stand and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Occasional bending, and twisting is required. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and ability to adjust focus.
 
WORK ENVIRONMENT
The noise level in the work environment is usually moderate. This position is subject to varying and unpredictable situations; may handle emergency or crisis situations; is subject to many interruptions; may handle multiple calls and inquiries simultaneously; and may occasionally handle absentee replacement on short notice.

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