Case Manager

Lancaster PA Executor Services seeks a compassionate Case Manager to support families during estate and life transitions. In this role, you'll guide clients through practical probate-related tasks, organize documents, and coordinate local resources and services. You will manage client intakes, maintain detailed case files, track timelines, and ensure clear, respectful communication with all parties. The ideal candidate is highly organized, discreet, and empathetic, comfortable handling sensitive information while delivering reliable, detail-focused support in a small, mission-driven team environment.

Responsibilities

• Support clients and families through estate and probate-related processes
• Coordinate services, vendors, and local resources for client needs
• Organize documents, records, and estate-related paperwork
• Conduct client intakes, gather information, and maintain case files
• Communicate clearly and compassionately with clients and stakeholders
• Track timelines, tasks, and follow-ups to ensure smooth case progress
• Maintain strict confidentiality and handle sensitive information discreetly
• Collaborate with team members to tailor support plans for each client
• Document activities, notes, and outcomes in internal systems
• Uphold professional standards, ethics, and company procedures

Required Skills

• Case management
• Client interviewing and intake
• Document organization and records management
• Basic understanding of estate and probate processes
• Scheduling and coordination of services
• Professional written and verbal communication
• Confidential information handling and discretion
• Use of office productivity software (e.g., Word, Excel)
• Time management and task prioritization
• Problem-solving and resource coordination