Estate Planning Support Specialist — Remote

Trust & Will; Colorado Springs (CO); Remote; USD 34,000 - 44,000; Full time

Benefits offered by this job

Health benefits

401(k)

Work from home stipend

Learning & development reimbursement

Remote-first culture

Job summary

Trust & Will is hiring a member-facing support specialist to be the first point of contact for our users. You will resolve inquiries via live chat, email, and phone, acting as a subject matter expert on estate planning and our product.

The role requires clear communication and a passion for helping customers achieve fast, accurate resolutions. Ideal candidates have 2+ years in customer support, experience with Zendesk, and the ability to work Pacific Time Zone hours.

Qualifications

• 2 years of experience in a customer-facing support or service role.
• Passionate about customers and delivering lean, productive service.
• Creative problem solving for members and internal teams.
• Experience with Zendesk, G-Suite, Notion, etc.
• Must be able to work Pacific Time Zone hours (7–5 PST, Mon–Fri).

Responsibilities

• Provide high-quality support for Trust & Will members via live chat, email, and phone.
• Communicate clearly about products, services, and estate planning.
• Handle user issues directly and resolve customer complaints.

Skills

Customer support

Zendesk

G-Suite

Notion

Time zone PT

Job description

Trust & Will is hiring a member-facing support specialist to be the first point of contact for our users. You will resolve inquiries via live chat, email, and phone, acting as a subject matter expert on estate planning and our product.

The role requires clear communication and a passion for helping customers achieve fast, accurate resolutions. Ideal candidates have 2+ years in customer support, experience with Zendesk, and the ability to work Pacific Time Zone hours.