Anna Weir
Attorney Services Specialist at Trust & Will
- Role
- Attorney Services Specialist Ii at Trust & Will
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Anna Weir
Adept in developing and implementing service strategies tailored to customer needs, managing customer complaints, and driving customer satisfaction. Proven ability to identify and resolve service issues, streamline processes, and exceed organizational goals.
Experience
Attorney Services Specialist Ii
Feb 2025 — Present
Founded in 2017, Trust & Will is the leading digital estate planning platform in the U.S, trusted by over one million individuals and families. Our simple, secure, and attorney-approved online solutions help Americans create wills, trusts, healthcare directives, and other essential estate planning documents tailored to state-specific laws. With a focus on accessibility and a guided experience, we’re transforming how families plan for the future and protect their legacies.In 2025, we launched EstateOS™, the first intelligent platform built to modernize how legacies are planned, managed, and preserved. EstateOS powers dynamic, connected estate plans for families, and introduces AI-enabled workflows, document intelligence, and multi-party collaboration tools for professionals.Our platform supports over financial advisors and 200+ enterprise partners and institutions — including AARP, Fifth Third Bank, LPL Financial, UBS, and USAA. By integrating estate planning into client services, we help professionals enable multi-generational wealth conversations, deepen relationships, and drive long-term impact.With more than one million users and $200+ billion in self-reported estate assets, Trust & Will is redefining estate planning as a strategic pillar of modern financial care. Recognized for innovation and leadership, Trust & Will has earned spots on the CNBC Disruptor 50, Inc. and Deloitte Technology Fast 500™ lists.Learn more at trustandwill.com.
Education
Regis University
Education
Harold Washington College
Social Work
Loyola University Chicago
Education
Skills
- Microsoft Excel
- Microsoft Office
- Virtus Trained
- First Aid
- Nonprofits
- Cpr Certified
- Excel
- Volunteer Management
- Social Media
- Teaching
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