Estate Investigator – Department of Disability and Aging Services (DAS) Human Services Agency (HSA) (4230) (X00099)

Company Description

Application Opening:  June 16, 2025

Application Deadline:  June 30, 2025

Compensation: $ 101,140 - $ 122,980 Annually

Classification Specification: https://careers.sf.gov/classifications/?classCode=4230&setId=COMMN

ListID: CBT-4230-X00099; REF52813J

This is a Class-Based Test (CBT) conducted in accordance with CSC Rule 111.

San Francisco is a vibrant and dynamic city, on the forefront of economic growth & innovation, urban development, arts & entertainment, as well as social issues & change. This rich tapestry of culture and ideas is sustained by our City's commitment to heighten the quality of life for the diverse population of San Franciscans and residents of the greater Bay Area. Our employees play an important role not only in making our City what it is today but also in shaping the future of San Francisco.

Human Services Agency (HSA)

At the San Francisco Human Services Agency, we believe in a San Francisco where everyone has the opportunity and support to achieve their full potential. We are comprised of the Department of Benefits and Family Support, and the Department of Disability and Aging Services, and are united by our commitment to deliver essential services that support and protect people, families, and communities.

From financial, nutritional and employment support to child and adult protective services, health care coverage, affordable childcare, and in-home services for older adults and persons with disabilities, our team lends support for all in need.

Our Commitment to Racial Equity

As we work towards our vision of an inclusive San Francisco, we embrace our responsibility to root out systemic racism by creating services and a workforce which reflect the lived experiences and strengths of the people we serve. We are committed to fostering a work environment where our differences are celebrated and everyone has what they need to thrive--no matter their race, age, ability, gender, sexual orientation, ethnicity, or country of origin.  Click here to learn more about what this commitment looks like in action.

Job Description

Under general supervision, the Estate Investigator performs investigative work in connection with estate administration under the Office of the Public Administrator; serves as the conservator of the person and estate and acts on behalf of an individual’s interests and/or functions as the representative payee – both under the Office of the Public Guardian. Responsibilities include investigations and case management in order to execute fiduciary duties such as database research for next of kin, property searches, asset and benefit determination, in person visits, collateral contacts with relatives, government and private entities, real and personal property management, and decision making regarding legal, financial, medical and similar issues. The estate investigator must provide accurate and timely documentation while adhering to and enforcing policies and procedures in compliance with federal, state, and local laws. Employees under this classification may be assigned to one or multiple programs under this division:

1. As the conservator of person and estate in Office of the Public Guardian,
2. As the estate administrator for decedent in the Office of the Public Administrator, and/or
3. As the representative payee to manage funds from Social Security Administration and other benefits/entitlements.

Incumbents in this position will work in areas, such as conservatee’s or decedent's homes to conduct thorough searches of residence, which may have bad odors, pest infestations, garbage and other refuse, and similar unpleasant conditions. This position involves working with family members, case managers, outside agencies and other members of the public in potentially stressful situations.

Essential Duties and Functions

According to Civil Service Commission Rule 109, the duties specified below are representative of the range of duties assigned to this job code/class and are not intended to be an inclusive list; may include additional duties as assigned.

1. Performs fiduciary and legal responsibilities on behalf of conservatees and decedents, including estate administration and decision-making related to medical and financial matters.
2. Conducts investigations to secure assets, including gathering information, locating and inventorying property, and addressing claims or disputes.
3. Manages and oversees assets, such as real and personal property, financial accounts, and income, ensuring proper use, preservation, and