Remote Estate Planning Support Specialist

Trust & Will; Charlotte (NC); Remote; USD 32,000 - 45,000; Full time

Benefits offered by this job

Flexible time off

Paid holidays

Volunteer time off

Excellent health benefits (medical, 3–

Job summary

Trust & Will is hiring a dedicated first-line support specialist to assist members with estate planning questions, product guidance, and common issues.

You’ll resolve inquiries via live chat, email, and phone, providing clear, accurate information while maintaining a customer‑focused approach. This remote-first role supports US-based clients and emphasizes empathetic communication and problem solving.

Qualifications

• 2 years of experience in a customer-facing support or service role, supporting customers across chat, email, and phone.
• A sincere passion and obsession for customers while maintaining a lean, highly productive operation.
• Passionate about creative problem solving for both our members and internal team.
• A track record for creative problem-solving for customers and end users.

Responsibilities

• Provide high-quality support for Trust & Will members to effectively resolve their issues via live chat, email, and phone calls.
• Communicate thoughtfully to provide answers to questions surrounding the Trust & Will products, services and general estate planning.
• Handle a user's issues directly and resolve customer complaints.

Skills

Customer support

Written communication

Problem solving

Time management

Tools

Zendesk

G-Suite

Notion

Job description

Trust & Will is hiring a dedicated first-line support specialist to assist members with estate planning questions, product guidance, and common issues.

You’ll resolve inquiries via live chat, email, and phone, providing clear, accurate information while maintaining a customer‑focused approach. This remote-first role supports US-based clients and emphasizes empathetic communication and problem solving.