Office Support Person IV/Estate Probate Clerk

SUMMARY

Perform necessary Legal and Clerical assistance to Attorneys and the Public for the raising of an Estate by reviewing and processing various Estate related documents.

Several Legal documents are processed immediately by data entry into the Register of Wills computer system. Assist with customers that walk-in to the office and answer many phone calls for information on filing documents to Probate or Estate Research.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• The Probate Clerk prepares all Probate Information for any customers that come into the office to open an Estate for a Decedent;
• All paperwork that is submitted by an Attorney or an Individual who comes in without an Attorney is reviewed for all of the required information needed for the Probate Petition;
• Ensure that all of the necessary documents are filled out and signed properly;
• The Probate is now processed in the Computer System;
• Must have close communication with customers who have questions regarding information on probating an Estate or researching an Estate that has already been established;
• Handle requests for ordering Short Certificates or Copies of Documents pertaining to Estates;
• Communications are by answering telephone calls or walk-ins to the office;
• We are responsible for all documents that are filed in the Register of Wills Office;
• The processing of all Certification Notices and Status Reports when received by the Office, documents are data entered to ensure that all information is stored in the computer system;
• Documents are then filed in the proper Estate folders;
• Inheritance Tax Packages are handed out to customers and or attorney's on an as needed basis;
• The Estate Files that are stored in the file cabinets are reviewed regularly to make sure they are in the correct order;
• When it is time for the files to be moved to Archives for storage they are prepped and boxed to be shipped;
• Additional duties as assigned.

QUALIFICATION REQUIREMENTS

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.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• High School Diploma;
• Two years related experience;
• Typing;
• Basic computer;
• Word for Windows;
• Professionalism;
• Local Rules of Probate Procedure;
• Montgomery County Probate system;
• Must be able to operate the following equipment :
• Computer / Printer;
• Telephone;
• Xerox Copier;
• Fax;
• Microfilm Reader / Printer.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to stand; walk; sit; and talk and hear. The employee frequently is required to taste or smell.

The employee is occasionally required to use hands to finger, handle or feel objects, tools or controls; reach with hands or arms;

and stoop, kneel, crouch or crawl. The employee must occasionally lift and / or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and depth perception.

WORK ENVIRONMENT : 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 function.

The noise level in the work environment is usually moderate.