Legal Secretary – Estate Planning & Probate (Entry-Level) jobs in United States
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Rilus Law - formerly Dana and Associates, LLC · 1 day ago

Legal Secretary – Estate Planning & Probate (Entry-Level)

Rilus Law is an estate planning and probate law firm based in Mesa, Arizona. They are looking for a Legal Secretary to join their team and serve as the first and primary point of contact for clients, guiding them through important life transitions.

Law Practice
Hiring Manager
Rilus Dana
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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

Customer serviceEmotional intelligenceGoHighLevelClioProfessional communicationEmpathyOrganizational skillsDetail-oriented

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

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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.

Funding

Current Stage
Early Stage

Leadership Team

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Rilus Dana
Managing Partner
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Company data provided by crunchbase