Job Description
Help families get unstuck by being the human voice that guides them to complete estate planning. Proactively call and assist those who started but didn't finish, turning "I'll do it later" into "Done, and it feels great". Jump in to help the team with regular support when things get busy, being the reliable teammate. Become the resident detective, translate customer pain into company action, and change the product with your insights. Become great at estate planning knowledge. Know why wills are more than just who gets your stuff, and how to explain it simply.
About Willful
Willful is on a mission to make estate planning simple, affordable, and accessible for Canadians, helping hundreds of thousands create wills and powers of attorney.