Remote Estate Planning Support Specialist

Trust & Will; Maryland City (MD); Remote; USD 32,000 - 45,000; Full time

Benefits offered by this job

Equity

Remote-first

Flexible time off

Generous paid holidays

Health benefits

401k

Job summary

Trust & Will is seeking a first-line Customer Support Advocate to join our remote, US-based team. You’ll resolve member questions via live chat, email, and phone with clear, accurate communication and a strong customer-first mindset.

We value creative problem solving and a passion for helping families plan their estates. This is a remote, hourly role with benefits and equity components.

Qualifications

• 2+ years of experience in a customer-facing support or service role, handling chat, email, and phone
• Clear and thorough writing with accurate, clear communication across platforms
• Passion for customer success and creative problem solving across members and internal teams
• Bilingual in English/Spanish is a plus and welcome in multi-channel support environments

Responsibilities

• Provide high-quality support for Trust & Will members via live chat, email, and phone
• Resolve customer issues promptly and professionally across multiple channels
• Communicate thoughtfully to answer questions about Trust & Will products and estate planning
• Handle user issues directly and resolve complaints
• Document and track interactions in the customer support system

Skills

Customer support

Clear written communication

Tools

Zendesk

G-Suite

Notion

Job description

Trust & Will is seeking a first-line Customer Support Advocate to join our remote, US-based team. You’ll resolve member questions via live chat, email, and phone with clear, accurate communication and a strong customer-first mindset.

We value creative problem solving and a passion for helping families plan their estates. This is a remote, hourly role with benefits and equity components.