Remote Estate Planning Support Specialist

Trust & Will; Georgia; Remote; USD 33,000 - 44,000; Full time

Benefits offered by this job

Flexible time off

Generous holidays

Volunteer time off

Health, dental, vision insurance

Equity package

Remote-friendly / work from home setup

Learning & development reimbursement

Job summary

Trust & Will is seeking a customer support specialist to be the first point of contact for our members. You will provide clear, accurate help via live chat, email, and phone, becoming a subject matter expert on estate planning and the Trust & Will product.

You will write concise responses, resolve issues, and communicate effectively across channels. The role requires 2 years in a customer-facing role, with Pacific Time hours in a remote-first setup.

Qualifications

• 2+ years in a customer-facing support or service role.
• Ability to communicate clearly and proactively with members.
• Demonstrated problem-solving for customers and end users.

Responsibilities

• Provide high-quality support for Trust & Will members via live chat, email, and phone.
• Communicate thoughtfully to answer questions about Trust & Will products and estate planning.
• Handle user issues directly and resolve customer complaints.
• Act as a subject matter expert on estate planning and the product.

Skills

Customer support

Multichannel support

Clear communication

Tools

Zendesk

G-Suite

Notion

Job description

Trust & Will is seeking a customer support specialist to be the first point of contact for our members. You will provide clear, accurate help via live chat, email, and phone, becoming a subject matter expert on estate planning and the Trust & Will product.

You will write concise responses, resolve issues, and communicate effectively across channels. The role requires 2 years in a customer-facing role, with Pacific Time hours in a remote-first setup.