Remote Estate Planning Support Advocate

Trust & Will; Provo (UT); Remote; USD 33,000 - 44,000; Full time

Benefits offered by this job

Health benefits

Paid time off

401k matching

Learning stipend

Remote-friendly

Job summary

Trust & Will is seeking a customer support advocate to be the first point of contact for members. You will resolve inquiries via chat, email, and phone, providing clear guidance on estate planning products and services.

This role is remote for eligible U.S. states, with Pacific Time Zone hours (7–5 PST, Mon–Fri). The team values empathy, clear communication, and a customer-first mindset. Compensation includes salary and equity.

Qualifications

• 2 years of customer-facing experience across chat, email, and phone.
• Excellent written and verbal communication skills.
• Passionate about helping customers while keeping operations lean.
• Creative problem solving for customers and internal teams.
• Self-motivated and able to thrive in a fast-paced environment.
• Experience with Zendesk, G-Suite, Notion.

Responsibilities

• Provide high-quality support for Trust & Will members via live chat, email, and phone.
• Communicate about Trust & Will products and general estate planning clearly.
• Handle user issues and resolve customer complaints.
• Coordinate with internal teams to ensure timely responses.

Skills

Customer support

Written & verbal communication

Empathy

Time management

Problem solving

Multichannel communication

Tools

Zendesk

G-Suite

Notion

Job description

Trust & Will is seeking a customer support advocate to be the first point of contact for members. You will resolve inquiries via chat, email, and phone, providing clear guidance on estate planning products and services.

This role is remote for eligible U.S. states, with Pacific Time Zone hours (7–5 PST, Mon–Fri). The team values empathy, clear communication, and a customer-first mindset. Compensation includes salary and equity.