Investigation Services

Under the direction of the manager, the Investigation Services Department provides services to clients of both the Estates & Trusts and Adult Services sections, to secure and record property owned by clients and estates and investigate matters as required.

Through the day-to-day administration of files, adult services administrators and estates officers and managers encounter a wide variety of circumstances that require someone to personally go out and see to the matter. These are the tasks delegated to investigators, and can include the following:

  • going to clients' residences : to secure the property; conduct searches and inventories; arrange for repairs, maintenance or appraisal of property; prepare condition reports; or arrange removal of personal items and cleaning of residence to prepare for sale, if appropriate
  • going to personal residences, hospitals, nursing homes, police stations, banks and trust companies to pick up or deliver cash or effects
  • arranging for safekeeping of valuables
  • communicating with clients and people involved to discuss and/or explain the role, services, and policies of The Public Trustee's Office, and to gather information important to the administration of client affairs
  • arranging and attending auction sales of goods
  • arranging for the purchase and delivery of specific items required by clients

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