Rilus Law - formerly Dana and Associates, LLC · 3 days ago
Legal Secretary – Estate Planning & Probate (Entry-Level)
Responsibilities
Be the first voice and main point of contact for clients
Guide estate planning clients through the process from start to finish
Sensitively lead initial calls from individuals calling after the death or incapacity of a loved one
Help clients feel supported, informed, and confident about next steps
Schedule appointments, send intake forms, and follow up as needed
Support our estate planning and probate team with administrative tasks
Qualification
Required
Strong customer service skills
Emotional intelligence
Professionalism
Friendly, calm, and professional communicator
Strong customer service or client-facing background
Comfortable handling sensitive conversations with empathy
Organized and detail-oriented
Enjoys guiding people through a process
Reliable and comfortable working in an in-office environment
Preferred
Experience with GoHighLevel or Clio
Benefits
Paid holidays
Two weeks paid vacation
Regular performance reviews
Growth opportunities
Notary certification available
Company
Rilus Law - formerly Dana and Associates, LLC
Rilus Law (formerly Dana and Associates) is a modern estate planning, probate, and trust administration law firm founded on flat fees, simple and effective plans, and empowering our clients.