Probate Court Staff Video Series

In this three-part video series, NCSC provides information and tools for probate court staff that wish to implement more rigorous conservatorship and guardianship monitoring. The series emphasizes important aspects of case management, report tracking, responses to potential fraud and abuse, and financial monitoring, including comparing assets, expenses and budgets over time and highlighting common problem areas to look out for. Intended for courts across the country and thus necessarily general in nature, the videos are particularly helpful to courts that currently lack local training resources. A separate series of videos for conservators helps them understand their role and how to prevent misuse of resources.

See the transcript here.

To access New Conservator Video Series, click here.

Monitoring Conservatorship and Guardianship Cases

In this first video for probate staff, you will learn about:

  • Setting reporting expectations and providing guidance
  • Active tracking of open conservatorship and guardianship cases
  • Questions to ask yourself when reviewing reports

Supplemental materials:

Red Flags in Financial Reports

In this second video for probate staff, you will learn about:

  • Red flags to look out for when reviewing expenses
  • Expenses that might be missing
  • Concerns to follow up on

Supplemental materials:

Responses to Potential Fraud or Abuse

In this third video for probate staff, you will learn about:

  • Best practices and procedures when concerns or problems in guardianships or conservatorships arise
  • Situations that warrant additional monitoring

Supplemental materials:

This video series was supported by Cooperative Agreement 2018-V3-GX-K023, awarded by the Office for Victims of Crime, Office of Justice Programs, U.S. Department of Justice. The opinions, findings, and conclusions or recommendations expressed in this video are those of the contributors and do not necessarily represent the official position or policies of the U.S. Department of Justice.