Estate Planning Support Specialist (Remote, PT)

Trust & Will; Clifton (TX); Remote; USD 32,000 - 45,000; Full time

Benefits offered by this job

Flexible time off

Generous holidays

Volunteer time off

Health benefits: medical, dental, and,

401(k) with company match

Remote-first work environment

Work from home stipend and equipment

Job summary

Trust & Will is seeking a customer support specialist to be the first point of contact for members. You will handle inquiries across chat, email, and phone, delivering accurate guidance on estate planning and our products.

This remote-first role requires 2+ years in customer-facing support, strong written communication, and the ability to solve problems for customers and internal teams. Pacific Time hours apply.

Qualifications

• 2 years in a customer-facing support role (chat, email, phone).
• Clear, thorough written communication for customer inquiries.
• Experience with Zendesk, G-Suite, Notion is a plus.

Responsibilities

• Provide high-quality support for Trust & Will members via live chat, email, and phone.
• Communicate estate planning concepts and Trust & Will product details clearly.
• Resolve customer issues and complaints; escalate when needed.
• Maintain a customer-focused approach in a remote, fast-paced environment.

Skills

Customer support

Communication

Problem solving

Tools

Zendesk

G-Suite

Notion

Job description

Trust & Will is seeking a customer support specialist to be the first point of contact for members. You will handle inquiries across chat, email, and phone, delivering accurate guidance on estate planning and our products.

This remote-first role requires 2+ years in customer-facing support, strong written communication, and the ability to solve problems for customers and internal teams. Pacific Time hours apply.