Margaret Taylor
Casa Grande,Arizona
Summary
Professional with strong background in investigative work, adept at gathering and analyzing information to uncover key insights. ie; locating family, locating assets, coordination with the community and providers, education to the community on Guardianship and Conservatorship. Known for collaborative teamwork and reliability, consistently adapting to evolving requirements to achieve desired outcomes. Skilled in critical thinking, problem-solving, and effective communication, ensuring thorough and accurate investigations. I am able to look at the entire investigation and seek outside the box to find less restrictive alternatives, if applicable in all cases in a timely manner.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Senior Fiduciary Investigator
Maricopa County Public Fiduciary
Phoenix, Arizona
07.2015 - Current
- Conducts intake investigations from emergency appointment orders, nominations, and community referrals for guardianship, conservatorship, and decedent estate services
- Conducts research, verifies facts, and determines if the evidence warrants adjudication, the propriety of the appointment of the Public Fiduciary, and alternatives to probate
- Performs legal and medical file analysis to determine referral history and proactively initiates discovery to assist the court in making an informed decision
- Conducts field investigations including but not limited to reviewing medical records and interviews, taking photographs, obtaining witness statements, evaluating benefits and risk, and preparing investigative reports and exhibits
- Gathers and analyzes information from a variety of locations which may include private residences, group residences, medical facilities, psychiatric facilities, schools, and banking or other financial institutions
- Examines financial transactions to determine fraud or abuse trends using bank records and court reports
- Investigates real property to establish ownership, tax, mortgage, and insurance status and asset viability
- Develops recommendations for emergency crisis intervention when the investigative findings indicate it is warranted and documents and maintains supporting evidence
- Prepares extensive reports, correspondence, and memoranda to include recommendations for court intervention
- May be assigned a caseload administering guardianships, conservatorships, and decedent's estates or other fiduciary duties as needed
ACT Case Manager (Return)
Southwest Network/Magellan-Value Options
Phoenix, Arizona
01.2012 - 06.2015
- Working with the seriously mentally ill in all aspects of their life, community integration, referrals, coordination with hospitals/jails/courts/providers, medication prompting, home visits, assessments, progress notes, documentation, crisis, on call
- Great Knowledge of the jail system
- Great Knowledge of the court systems
- Great knowledge of psychiatric medications
- Great Knowledge of community resources within the valley. i.e., substance abuse, mental health, domestic violence, shelters, HWH, etc...
- Great knowledge of completing assessments and interviewing skills in a time sensitive manner
- Great knowledge of community probation; as well as specialized mental health probation
- Knowledge of computer systems and office equipment.
- Great organizational skills in a high demand workload/cases
- Crisis De-Escalation training (ASSIST Training)
- Works well within a team; as well as independently
- CPR/First Aid and Medication Aide Trained
- Coordination of release from ADOC, Courts both criminal and mental health, coordination with jails
Administrative Program Coordinator
United Health Care
Phoenix, Arizona
10.2011 - 01.2012
- Phone calls, data sheets, coordination with hospitals and medical offices to ensure insurance policy
- Reason for Leaving: I attempted to leave the behavioral health field, although it was not satisfying to me and not my area of interest.
ACT Case Manager/Forensics and Arizona State Hospital Out Patient
Value Options/Magellan/People of Color
Phoenix, Arizona
09.2001 - 09.2011
- Great Knowledge of the jail system
- Great Knowledge of the court systems
- Great knowledge of psychiatric medications
- Great Knowledge of community resources within the valley. IE; substance abuse, mental health, domestic violence, shelters, HWH…
- Great knowledge of completing assessments and interviewing skills in a time sensitive manner
- Great knowledge of community probation; as well as specialized mental health probation
- Knowledge of computer systems and office equipment.
- Great organizational skills in a high demand workload/cases
- Crisis De-Escalation training (ASSIST Training)
- Works well within a team; as well as independently
- CPR/First Aid and Medication Aide Trained
- Coordination of release from ADOC, Courts both criminal and mental health, coordination with jails
Education
Bachelors - Criminal Justice
Everest University
Tampa, Florida10.2012
Associate's - Criminal Justice
Everest College
Tampa, Florida07.2010
Vocational - Human Services Technician
Rochester Technical/Community College
Rochester, Minnesota06.1989
Skills
- Detailed report writing
- Interview techniques
- Ethical and honest
- Due diligence
- Multi-tasking
- Knowledge of Community Providers and Services
- Knowledge of the Probate System in Maricopa County
Certification
National Certified Guardian - October 2025
Timeline
Senior Fiduciary Investigator
Maricopa County Public Fiduciary
07.2015 - Current
ACT Case Manager (Return)
Southwest Network/Magellan-Value Options
01.2012 - 06.2015
Administrative Program Coordinator
United Health Care
10.2011 - 01.2012
ACT Case Manager/Forensics and Arizona State Hospital Out Patient
Value Options/Magellan/People of Color
09.2001 - 09.2011
Associate's - Criminal Justice
Everest College
Vocational - Human Services Technician
Rochester Technical/Community College
Bachelors - Criminal Justice
Everest University