Deputy Public Guardian I

County of Orange
Full Time $59,425 - $79,601 Per year CA 405 W 5th St, Santa Ana, CA 92701, United States



In addition to performance-based merit increases, this position is scheduled to receive salary range increases on the following dates: 

Effective June 28, 2024 – 4.25% increase

Effective June 27, 2025 – 4.00% increase

Salary may be negotiable within the range listed above, based on position requirements and the successful candidate's qualifications, subject to appropriate authorization.

  This recruitment will be open for a minimum of five business days and will remain open continuously until 11:59 p.m. (PST) on the day the County's needs are met. 

The first round of consideration will be on January 11, 2024, at 11:59 p.m. (PST). 

 Applications received after this date will be processed in the next round.

Qualified candidates are encouraged to apply immediately.

This recruitment is being held to establish an open eligible list to fill current and future Deputy Public Guardian I positions. This recruitment may also be used to fill positions in similar and/or lower classifications throughout the County of Orange


The ,  is a dynamic organization dedicated to creating and supporting an environment that promotes the achievement of optimal individual, family, and community health. Under the leadership of the Agency Director, a dynamic executive team with an organizational structure comprised of five (5) service areas - Strategy and Special Projects, Mental Health and Recovery Services, Correctional Health Services, Medical Health Services, and Public Health Services - is committed to meeting the health needs of the diverse Orange County community.  

The  is dedicated to the physical and financial safety of persons unable to do so on their own who are conserved when there are no viable alternatives to public conservatorship. The Superior Court determines whether a conservatorship should be established, involving a court process that includes petitioning the court and notifying the proposed conservatee and his or her family of the proceedings. A conservatorship is only established as a last resort through a formal hearing. The Court can appoint the Public Guardian as a conservator of the person only, estate only (for probate), or both the person and estate.

The Deputy Public Guardian I is a trainee-level position that will be trained to act as the deputized conservator for Lanterman-Petris-Short (LPS) and Probate conserved individuals and will report to the Supervising Deputy Public Guardian.

 This position will be responsible for, but not limited to, the following:
  • Provide court investigations and case management services for conservatorship cases, including trusts and properties.
  • Offer ongoing case management for court-appointed conservatorships and trusts in Orange County.
  • Secure the property of individuals residing in Orange County, ensuring protection.
  • Execute ongoing Estate Administration and fiduciary duties in compliance with all trust stipulations.
  • Complete inventories and accountings promptly, maintaining meticulous records.
  • Monitor investment performance closely, offering guidance to PG's Accounting Services Team as needed.
  • Conduct thorough interviews with referred individuals, their families, friends, physicians, social workers, mental health staff, police, and others to assess the need for conservatorship.
  • Coordinate and monitor the implementation of case plans, treatment plans, and continuing care plans for conservatees.
  • Evaluate and process creditor's claims against the assets of conservatees, authorizing payment for valid claims or billings.
  • Lift and carry personal protection, test equipment, and client property up to 25 lbs.

The ideal candidate will possess two (2) or more years of professional experience providing services to adults and/or older adults within a public and/or non-profit setting.
Possession of a bachelor's degree from an accredited college in social sciences, behavioral sciences, business administration, or a related field is highly desirable but not required.
The ideal candidate will also demonstrate knowledge and experience in the following competencies:

Technical Expertise | Legal & Regulatory Navigation
  • Applying confidentiality laws, including the Health Insurance Portability and Accountability Act (HIPAA) and regulations governing Personal Health Information (PHI), to ensure compliance. 
  • Creating comprehensive case narratives to document actions/events, conducting interviews with clients exhibiting emotional or hostile behavior to extract and evaluate highly personal and sensitive information, and maintaining accurate, up-to-date client records.
  • Conducting interviews with multiple stakeholders to acquire comprehensive knowledge for advocating for the well-being of clients, ensuring the continuity of services such as psychiatric and medical treatment, and facilitating appropriate placements. 
  • Conducting interviews with family members and medical providers to acquire valuable insights into clients' situations. 
  • Demonstrating proficiency in understanding fundamental Welfare and Institution, Probate, and Health and Safety government codes specific to California. 
Decision Making | Fact Finding | Delivering Results
  • Reviewing bank statements to identify discrepancies, missing payments, or lapses in finances for the conservatee
  • Advocating for clients' rights and making decisions on their behalf regarding shelter, medical and psychiatric care, and other daily needs.
  • Reporting suspicious behavior and circumstances as mandated by the role.
  • Ability to assess behavior and recognize potential behavioral and medical issues.
  • Managing financial affairs; including making decisions for clients, overseeing transactions such as receiving income, handling benefits, reviewing invoices, and settling bills.
  • Reviewing and deciding on individualized treatment plans.
  • Conducting thorough investigations into the conservatee's medical, psychosocial, and financial background. 
  • Identifying suitable individuals to serve as a conservator.
Displaying Ownership & Accountability | Attention to Detail
  • Efficiently managing a demanding caseload, spending 50% of time in the field, while handling competing priorities to meet multiple deadlines amid interruptions and plan changes.
  • Coordinating with medical facilities to ensure timely treatment and authorizations, securing and monitoring psychiatric, medical, placement, and personal needs.
  • Thoroughly documenting information in charts and files.
Building & Maintaining Relationships | Influencing | Professional Impact
  • Developing and fostering a good working rapport with internal and external parties
  • Educating and persuading family members about conservators' rights and responsibilities within the conservatorship process. 
  • Serving as a liaison on behalf of clients and representing the Public Guardian in court proceedings. 
Oral and Written Communication Skills
  • Crafting articulate, thorough, and grammatically precise reports that effectively communicate a client's condition, background, circumstances, and needs to substantiate investigation findings and recommendations. 
  • Writing intricate and comprehensive reports within established guidelines, meeting court deadlines. 
  • Timely dissemination of pertinent and crucial information to key stakeholders, including the Courts, medical and treatment personnel, supervisors, managers, and other County and government agencies. 

A valid California driver's license and proof of auto insurance must be maintained by the date of appointment. Incumbents are obligated to utilize their personal vehicles for client services and County business, with reimbursement facilitated through the mileage claim process. 

Please click to view the minimum qualifications for the Deputy Public Guardian I classification as well as the physical & mental requirements and the environmental conditions. 

Human Resource Services (HRS) screens all application materials for minimum and/or desirable qualifications. After screening, applicants who meet the qualifications will be referred to the next step in the recruitment process. All applicants will be notified via email of their status in the process.
Veterans Employment Preference Policy (VEPP)
The County is committed to providing a mechanism to give preferential consideration in the employment process to veterans and their eligible spouses and will provide eligible participants the opportunity to receive interviews in the selection process for employment and paid internship openings. Please click to review the policy.
Application Screening (Refer/Non-Refer)
Applications and supplemental responses will be screened for qualifications that are highly desirable and most needed to successfully perform the duties of this job. Only those candidates who meet the qualifications listed in the job bulletin will be referred to the next step.
Application Appraisal Panel (AAP) | Application Review (Weighted 100%)
An Appraisal Panel of job knowledge experts will thoroughly screen and evaluate the application, supplemental questionnaire, and resumes for job knowledge, competencies, and related experience described above. 
 Based on the Department's needs, the selection procedures listed above may be modified. All candidates will be notified of any changes in the selection procedure.
Eligible List
Once the assessment has been completed, HRS will establish an eligible list of candidates. Candidates placed on the eligible list may be referred to a selection interview to be considered for present and future vacancies.