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1 month ago | Administrative, | Legal Services | County of San Bernardino
SALARY AND BENEFITS
Our lucrative salary and benefits package is valued
Up to $232,376. Annually Plus
Future Salary Increases of 3% per year through September 2020

The Superior Court of California, County of San Bernardino – Probate Department is seeking one (1) well-qualified, highly-motivated leader, with vast Probate knowledge. This position will remain open until May 17, 2019 at 5:00 PM. The Managing Probate Attorney position is located in our state-of-the-art San Bernardino Justice Center in San Bernardino, just off Interstate 215.

A Managing Probate Attorney plans, manages, reviews and evaluates the work of assigned staff engaged in probate related matters; analyzes and advises the court on probate law matters; and, performs related duties as assigned.

Distinguishing Characteristics
A Managing Probate Attorney supervises the functions and operations of Probate Examiners and probate related Judicial Staff Counsel III staff. This single-incumbent classification is responsible for training, preparing performance evaluations and giving feedback to staff to improve employee performance. Incumbents participate in the assessment of workflow within the probate department and assist in developing procedures, policies and guidelines. The Managing Probate Attorney analyzes and advises the court on matters of probate law and responds to procedural questions from attorneys and litigants. The incumbent is also responsible for the development of procedures and processes concerning probate cases and may also perform examinations of probate matters as required, particularly those matters characterized as exceptionally difficult and/or complex cases. The incumbent is expected to exercise considerable discretion in carrying out responsibilities independently and with a thorough understanding of court operations.

The Managing Probate Attorney is distinguished from the Probate Manager in that the incumbent in the latter class is responsible for managing the work and operations of the Probate Department. The Managing Probate Attorney has the primary responsibility for analyzing and advising the court on the most complex matters concerning probate law, procedure, and policy, as well as supervises the functions of all levels of Probate Examiners.

Essential Functions:
Typical duties of the Managing Probate Attorney may include, but are not limited to:

1. Leads, organizes, assigns, schedules, supervises and evaluates the work of assigned staff; with staff, devel­ops, implements and monitors work plans to achieve assigned unit objectives; participates in developing, imple­menting and evaluating plans, processes and procedures to achieve established goals and objectives in accordance with depart­ment standards; prepares and maintains a variety of records and reports.

2. Interviews and participates in selecting new unit staff; supervises and evaluates staff performance; establishes performance requirements and personal development targets; regularly monitors perform­ance and provides training, coaching and mentoring for performance improvement; recommends performance recognition when warranted; with management concurrence, implements the progres­sive discipline process to address performance deficiencies, in accordance with Personnel Plan Policies and labor contract agreements.

3. Tracks calendar sizes and complexity of assigned cases to ensure that workload is assigned equitably among assigned staff; researches and answers inquiries from attorneys and litigants regarding procedural case issues and court policies; researches and drafts probate notes and legal memoranda related to complex legal issues in specialized areas of probate law, including decedents' estates, wills, trusts, conservatorships, and guardianships.

4. Provides day-to-day leadership and works with staff to ensure a high-performance, customer service-oriented work environment that supports achieving the court's mission, objec­tives and values regard­ing teamwork, mutual trust and respect; applies best practices and quality assurance processes to assigned areas of responsibility; enforces the maintenance of safe working conditions and ensures safe work practices are followed by staff.

5. Reviews probate-related documents, including all submissions in probate proceedings; examines petitions associated with probate proceedings, analyzes and interprets complex legal issues, identifies any legal deficiencies, and recommends rulings by the court.

6. Reviews, summarizes, and recommends dispositions on ex-parte petitions and obtains judicial officers' signatures on ex-parte orders under tight time constraints; reviews and makes recommendations for disposition of drop-off ex-parte submissions; reviews and approves or rejects proposed orders submitted by attorneys or litigants.

7. Supervises and participates in the day-to-day operations of assigned staff; sets and adjusts short-term priorities; provides advice and counsels or instructs subordinates on assignments and administrative matters; ensures work is distributed and completed in a timely manner.

8. Assists with and/or conducts research on special projects requested by judicial officers or court management; maintains liaison with staff, judges, management and other departments or agencies; confers with judicial officers, attorneys, and the public regarding probate issues and related jurisdictional, procedural, and legal requirements.

9. Prepares and coordinates a variety of work reports and records; attends meetings; schedules and maintains mandatory training records for section staff; represents the section/department with other divisions, departments and vendors.

10. May represent the court in meetings and conferences with judicial officers, managers, executive staff and other justice partners; may participate in policy, research and planning committees at the local, regional, state and national levels.

11. Performs other duties as assigned.

Graduation from an accredited college or university with a Juris Doctor (J.D.) degree, active membership in good standing with the State Bar of California, and five (5) years of experience in the practice of probate law includ­ing three (3) years of leadership, supervision or related experience overseeing a department; or an equivalent combination of educa­tion, training and experience.

Experience in a trial court is highly desirable.

Knowledge of:

-The California Probate Code, applicable provisions of the California Civil Code, California Code of Civil Procedures, Revenue and Taxation Code, and rules/policies promulgated by the Judicial Council and Superior Court which pertain to probate matters;

-Principles of administration, effective supervision, organization and legal office management;

-Current federal, state and rules of court pertaining to Probate;

-Legal research methods including online sources and other automated methods;

-Legal resources and community-based organizations and referral services;

-Principles and practices of sound business and legal communication;

-Correct English usage, including spelling, grammar and punctuation; and,

-Current California law and Government Code provisions affecting the trial courts.

Ability to:

-Plan, supervise, assign, review and evaluate the work of employees engaged in analyzing and advising the court on matters of probate law and procedure;

-Perform supervisory responsibilities, including leading, coaching, developing logical and efficient unit plans, establishing priorities, monitoring and managing task completion, anticipating and avoiding problems and working collaboratively with team members.

-Perform advanced legal research, analyze problems, evaluate alternatives and develop sound, expert conclusions and recommendations;

-Define issues, analyze problems, evaluate alternatives and develop sound, independent conclusions and recommendations in accordance with laws, regulations, rules, and policies;

-Communicate clearly and effectively both orally and in writing to diverse audiences and facilitate understanding/agreement;

-Organize, set priorities and exercise sound, independent judgment within areas of responsibility;
Understand, interpret, explain and apply local, state and federal policies, laws and regulations applicable to probate proceedings;

-Represent the court effectively in dealings with other employees, state and county employees, court appointees and the public;

-Present proposals and recommendations clearly, logically and persuasively;

-Operate a computer and use standard business software and a variety of complex computer software programs and databases related to area of assignment;

-Use tact and diplomacy in dealing with sensitive and complex issues, situations and concerned people;

-Establish and maintain effective working relationships with all those encountered in the course of business.

SELECTION PROCESS:

Following an administrative review of each application, supplemental application and resume, only the most qualified candidates will be invited to an oral interview. Top ranked candidates will be interviewed and references will be contacted following candidate approval.

Background Check:

All employees are fingerprinted and must pass a background check. Depending on the position, may include procurement of a consumer credit report. Information obtained will be evaluated for compatibility with Court employment. Any false statement or omission of material fact may cause forfeiture to employment rights. Information presented on employment application, resumes and during the examination process is subject to verification. Convictions depending upon the type, number, and recency, may be disqualifying.
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