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  • US$80 hourly
    Are you an estate planning attorney looking for someone to draft your documents or proofread to ensure they are free of errors? I am a detail-oriented paralegal with over a decade of experience supporting attorneys in estate planning. I have significant experience drafting estate plans in multiple states. Having worked on estates from all over the country for high-net-worth clients, I am very familiar with various trust structures and tax planning strategies. I am a strong proofreader with a great attention to detail. I work hard to ensure documents are perfect before being sent out. I can draft estate planning documents using FORE, AdaptDocs, WealthCounsel, or just by using samples from your firm. I look forward to working with you.
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    Legal Assistance
    Adobe Acrobat
    Corporate Law
    Typing
    Estate Planning
    Microsoft Excel
    Microsoft Word
    Family Law
    Microsoft PowerPoint
  • US$250 hourly
    I am an active CPA with multiple skills including bank financing, financial statement analysis, personal and business tax returns, business planning, financial and estate planning, SBA Disaster Loan Assistance, and operational reviews. I am current with all tax laws and accounting principles. I work with clients to provide a range of financial tools that help them meet and exceed their monetary goals. My skills include strategic planning, bank financing, compliance, budgeting, and more. Even the most successful CEOs rely on a team of experts to achieve their business goals, as it is simply impossible for one person to do it all. With a background in business consulting and extensive CPA experience, I help individuals meet and exceed their financial objectives. Working with numbers has always come easily to me, as I not only passed the CPA exam on my first try, but I also obtained Masters' degrees in Accounting and Education. I have also taught postgraduate college courses and my deep understanding of finance has allowed me to become a qualified expert witness. I founded my own CPA firm and developed partnerships with a range of clients for over 20 years. I now work as a consultant and assist my clients with financial modeling, projections, and forecasts as well as tax planning and preparation. I specialize in startups and can help with the choice of entity selection, general business planning, and much more. Whether you are in need of an operational review, a financial statement analysis, or an expert to take your financial future to the next level, I am here to help. Clients who partner with me can count on exceptional communication and work completed in a timely and thorough manner.
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    Legal Entity Structuring
    Research & Development
    Tax Strategy
    Business Valuation
    Estate Planning
    Business Coaching
    Strategic Plan
    Tax Planning & Advisory
    Mergers & Acquisitions
    Business Consulting
    CPA
    Tax Law
    Tax Preparation
  • US$200 hourly
    I primarily provide business, nonprofit, accounting and tax consulting services. I am an IRS Enrolled Agent, allowing me to represent taxpayers before the IRS in all 50 states. I have over 10 years of experience preparing individual, business and non-profit tax returns. I also have significant experience advising nonprofits with formation, taxation and governance matters. I am a summa cum laude graduate of the Indiana University School of Law. MBA graduate of Ball State University. Harvard Business School CORe graduate. I have experience working as an attorney in the business services department of a large, international law firm. Terms of Engagement: I do not offer legal services through UpWork. No engagement through this site shall constitute or be construed to represent an attorney/client relationship. All engagements are with Jones Consulting Services, LLC, an Indiana Limited Liability Company. By engaging the services of Jones Consulting Services, you agree that any suit, claim or dispute arising out of or in connection with this engagement must be brought in Marion County, Indiana, and you consent to the jurisdiction of such courts and irrevocably waive, to the fullest extent permitted by law, any objection which you may now or hereafter have to the laying of the venue in such jurisdiction. Any engagement shall be governed by and construed in accordance with the laws of the State of Indiana. You agree that to the fullest extent permitted by law, and notwithstanding any other provisions to the contrary, to limit the total liability of Jones Consulting Services, LLC for any and all losses, expenses, damages of any nature whatsoever or claim expenses arising out this engagement, from any cause or causes, so that the total aggregate liability of Jones Consulting Services, LLC shall not exceed the total compensation received by Jones Consulting Services, LLC under this engagement or $500, whichever is less. Such claims and causes include, but are not limited to, strict liability, negligence, professional errors or omissions, breach of contract or breach of warranty. This clause applies to all directors, officers, owners, members, employees, and agents of Jones Consulting Services.
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    Nonprofit Organization
    Legal Writing
    IRS Income Tax Audits
    Corporate Law
    Estate Planning
    Legal Research
    Tax Law
    Contract Management
    Contract Law
    Legal Consulting
    Contract Drafting
  • US$190 hourly
    I am a very experienced civil litigator who is seeking to take a step back from the stress and instead, help other attorneys be successful by working behind the scenes. These are your clients and your cases, I work as your support like a paralegal (but with an enhanced skill set), not as an attorney. For example, I have strong legal research and writing skills. If you do not have time to get that trial brief done in between preparing witnesses, that is something I can help with. Or, if you are too busy meeting with clients to draft their complaints, petitions, responses, etc., allow me to help you with those. Need to bring a summary judgment motion but just do not have the time to draft it, I would love to help out. While an Associate Attorney at the Law Office of Robert Helland, I brought an appeal to Division II of the Washington State Court of Appeals, won the case, and created new caselaw when they published the opinion. In re the Marriage of Robertson, 113 Wn.App. 711, 54 P.3d 708 (2002) I can also review depositions and assist with discovery from conception to completion. While at the Law Offices of John Francis Kennedy, I spent a great deal of time handling and searching depositions. Investigating the worthiness of bringing a case can also be crucial, and I have a strong ability to spot potential pitfalls or avenues of success or do the investigative work necessary to be able to evaluate a case. In practice, I focused on family law, estate planning, domestic violence, personal injury, insurance defense, civil rights and governmental tort liability defense, and a few misdemeanors. I have experience in other areas as well; however, those are the areas I am strongest in. My time practicing was in Washington State (including the Western District of Washington); however, I am willing and even desire to learn other jurisdictions. If your case is in the Seattle/Tacoma/Everett area, I may even be available for off-line, in person work at your office or in court. In addition, I also have very strong administrative skills. I can type, have incredible organizational ability, and the nick-name given to me from my last employer is “details.” I am able to get along well with most people and have empathetic customer service/client skills. I am a very good listener, so if one of your clients just needs to feel heard on their case, a law firm quality that leads to long-term client retention or good reviews, I can sit on the phone with them taking notes for a much lower rate than you. If your case has a lot of witnesses and you do not have time to prepare them all for trial, I can certainly assist with that task. I am also experienced at putting trial binders together and preparing ER904s. Wherever you have a need for an extra set of hands and legal brain, whatever you find you just do not have the time to get to and keep your quality of life sane, whenever you just need a break and for someone else to jump in and do what you need them to do, I am who is ready and available to assist.
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    Legal Writing
    Civil Law
    Legal Transcription
    Customer Service
    Legal Assistance
    Family Law
    Typing
    Estate Planning
    Communication Skills
    Legal Research
  • US$50 hourly
    A results-driven paralegal with 20 years of experience supporting attorneys in various legal fields. Demonstrated ability to synthesize and analyze key information to organize relevant case data and support case strategy development. Expertise in drafting all types of legal documents and filing them in the court system. Exceptional writing skills, and a hardworking and energetic attitude with an eagerness to provide quality and efficient support. I have excellent references and a resume that can be supplied upon request.
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    Drafting
    Virtual Assistance
    Word Processing
    Typing
    Office 365
    Email Communication
    Litigation
    Proofreading
    Phone Communication
    Estate Planning
    Microsoft Word
    Legal Research
  • US$250 hourly
    My career interests are to practice Transactional Corporate Law, including Business Start Up, and Mergers and Acquisitions, as well as Real Estate Law, Estate Planning Law, Tax, and Intellectual Property Law. I am currently licensed in Arizona, Pennsylvania and Utah, after having moved to Phoenix from Philadelphia in September 2019. I currently serve as General Counsel for a bioengineering company. I handle everything from their Mergers & Acquisitions, Private Placement Memorandums, and Corporate Structures to Intellectual Property Assignments, to Employment Law and Beach of Contract settlements. Responsibilities include writing and executing agreements, drafting court pleadings, court appearances, mergers and acquisitions, transactional documents, managing expert specialized legal counsel, legal research and anticipating unique legal issues that could impact the Company. Conducted an acquisition of an entire line of intellectual property from a competitor. In regards to other clients, I am primarily focused on transactional law for clients in a variety of industries including, but not limited to, real estate investment, property management, and e-commerce. Work is primarily centered around entity formation and corporate structure, corporate governance agreements, PPMs, opportunity zone tax incentives, and all kinds of business to business agreements. I have also recently gained experience with Estate Planning law, drafting numerous Estate Planning documents for people such as Wills, Powers of Attorney, Healthcare Directives, and Trusts. I was selected to the 2024 Super Lawyers Southwest Rising Stars list. Each year no more than 2.5% of the attorneys in Arizona and New Mexico are selected to the Rising Stars. I am looking to further gain legal experience in these fields of law as well as expand my legal experience assisting business start ups, mergers and acquisitions and also trademark registration and licensing.
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    Legal Consulting
    Legal Assistance
    Estate Planning
    Mergers & Acquisitions
    Legal Research
    Real Estate Investment Assistance
    Corporate Law
    Legal Entity Structuring
    Non-Disclosure Agreement
    Employment Law
    Partnership Agreement
    Trademark
    Contract Drafting
    Contract Negotiation
  • US$175 hourly
    - Honors graduate from top university and law school. - Self-motivated, thorough, competent, trustworthy, fast learner as needed. - Balanced, mature, calm under pressure, good interpersonal skills and communication, easy to work with. - Diverse experience, able to pivot between different roles and subject matter with ease. - Skilled at resolving and simplifying complex issues and situations, including reaching seemingly impossible project deadlines.
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    Business Coaching
    Tax Law
    Estate Planning
    International Law
    Mergers & Acquisitions
    Regulatory Compliance
    Westlaw
    Real Estate Law
    North Carolina Bar Association
    S-Corporation
    Legal Entity Structuring
    Legal
  • US$50 hourly
    Basic Lawyering: *Currently offering religious exemption assistance.* I passed the bar in February 2020. I offer basic lawyering services, but with some caveats to not create unjustified attorney-client expectations or engage in the unauthorized practice of law anywhere I'm not licensed. My primary focus is estate planning to help clients draft wills and trust documents. I would also love to assist you if you need help drafting documents to file pro se. Editing & Proofreading: I am a law school graduate who has experience in editing and proofreading academic works, editing and proofreading Internet blog content, and academic tutoring. Proofreading and editing are passionate hobbies of mine. My hours are very flexible and I will put in whatever time is necessary to get your job completed. I am also an excellent writer.
    vsuc_fltilesrefresh_TrophyIcon Estate Planner
    Legal Research
    Legal Writing
    Editing & Proofreading
    Estate Planning
    Draft Documentation
    Content Editing
    Legal Assistance
    US English Dialect
    Academic Editing
    English
  • US$39 hourly
    ⭐️Maximize productivity ⭐️Increase efficiency ⭐️Improve Cash Flow Many attorneys struggle with productivity, efficiency, excessive overhead costs, and inadequate cash flow in their firm. I help estate planning attorneys maximize productivity, increase efficiency, and improve cash flow by taking on their drafting tasks. As an estate planning paralegal and the owner of S. Brown Paralegal Services, I assist with drafting the following documents: ✨Revocable Living Trust ✨Last Will and Testament ✨Durable Power of Attorney ✨Health Care Power of Attorney ✨HIPAA ✨Certificate of Trust ✨Medicaid Asset Protection Trust ✨Deed I am also proficient in the following software: ✨WealthCounsel ✨Fore Trust ✨ElderCounsel ✨Adapt ✨Lawgic ✨Interactive Legal ✨Gavel Next step is a 30 minute consultation call to discuss the drafting you need to be completed. I will then follow up with a detailed proposal, timeline, and project costs.
    vsuc_fltilesrefresh_TrophyIcon Estate Planner
    Typing
    Computer Skills
    Administrative Support
    Client Management
    Invoicing
    Probate
    Estate Planning
    General Transcription
    Draft Correspondence
    Legal Research
    Draft Documentation
  • US$80 hourly
    Professional paralegal service, specializing in Real Estate, Family, and Immigration law. We offer paralegal services to attorneys at a low cost. Our goal is to build relationships by providing exceptional services to attorneys and non-attorney clients. We have extended experience and knowledge in Florida, Georgia, North Carolina, and California Divorces. The Immigration Services we offer are worldwide. We use the number one used attorney software, where you can send and receive encrypted information and have access through the app to keep track of the processing of your USCIS case. Would you like to have a meeting? We are open to all types of communication via ZOOM, Google Meet, Team Meetings, phone, and text.
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    Typing
    Real Estate Closing
    Legal Assistance
    Legal Entity Structuring
    Business Services
    Family Law
    Real Estate Law
    Trust, Estate & Will Agreement
    Estate Planning
    Document Review
    Immigration Law
  • US$50 hourly
    Results-driven professional with a strong background in business administration and management, seeking to leverage my expertise to drive growth, optimize financial operations, and lead high-performing teams.
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    Human Resources Compliance
    Real Estate Investment Assistance
    Estate Planning
    Corporate Law
    Real Estate
    Contract Drafting
    Legal Research
  • US$150 hourly
    Hello, I'm John Fazzio and I am new to Upwork and hope to be an up and coming go-to attorney for nearly all your legal needs. I am a passionate advocate for my clients. I prosecute and resolve business disputes, draft and negotiate contracts, and provide business consulting on a range of topics. My family had a lot of small businesses. I grew up watching entrepreneurs and business owners struggle and deal with the challenges of the marketplace. Now, as a lawyer, I have the privilege of helping business owners with their legal needs.
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    Corporate Tax
    Civil Law
    IRS Resolution
    Legal Consulting
    Estate Planning
    IRS Income Tax Audits
    Business Consulting
    Commercial Litigation
    Tax Law
    Contract Law
    Litigation
    Corporate Law
    Employment Law
    Contract Drafting
    Contract Negotiation
  • US$55 hourly
    SKILLS * SEO Content Planning * Data Entry * Data Security Breach Data Entry * Strategic Content Planning * Online Copy Materials * Error Spotting * Editing Articles * Proofreading, PUBLICATIONS Harvard Bias Trial : The Asian American's Affirmative Action Trial, Kansas Bar Association Journal (2018) Police Encounters and Implicit Bias, Kansas Bar Association Journal (2018), AFFILIATIONS Order of the Barristers Diligent lawyer. Friendly, humble, and hardworking, with a focus on customer service. Effective at time management and multitasking in a deadline-driven environment.
    vsuc_fltilesrefresh_TrophyIcon Estate Planner
    Content Writing
    Search Engine Optimization
    Estate Planning
    Legal
    Legal Writing
    Blog Writing
    Law
    Copywriting
    Personal Injury Law
    Proofreading
    Blog Content
    Data Entry
    Academic Editing
  • US$50 hourly
    Hi, I'm Hannah. I have been a writer for over ten years - including being shortlisted by Penguin's Write Now prize. I am currently in the process of publishing my memoir and my first novel, so have experience editing my own work and working with other editors. I am passionate about the written word, whichever way it has made its way from your heart and mind to the page. I love fiction and non-fiction equally and also have experience editing marketing materials such as websites and blogs, having run my own copywriting agency. In my previous life I was a qualified solicitor and bring with me extremely high standards and attention to detail.
    vsuc_fltilesrefresh_TrophyIcon Estate Planner
    Website
    Instagram
    Digital Marketing
    Law
    Editing & Proofreading
    Book Editing
    Line Editing
    Copy Editing
    Estate Planning
    Digital Marketing Strategy
    Family Law
    Internet Marketing
  • US$300 hourly
    I am proficient in high level writing and proofreading. As a history major I became proficient in advanced academic writing and proofreading. As a law student I continued to refine my writing and editing abilities. I can effectively proofread documents, emails, and other works. As a law school graduate I am also skilled at producing content concerning the law in various different industries and sectors. I am admitted to practice law in the state of South Dakota.
    vsuc_fltilesrefresh_TrophyIcon Estate Planner
    Law
    Legal Writing
    Legal Research
    Estate Planning
    History
    Writing
    Email Copywriting
    Editing & Proofreading
    Legal
    Proofreading
  • US$112 hourly
    Professional (corporate) tax advisor. Also highly skilled with Income tax, VAT, Estate planning. Have experience with several top firms and as an in-house tax advisor. I can assist with - tax returns - tax advice - tax filings - financial planning - legal aid I’m specialized in Dutch tax law, European and International tax law. I also have experience with European domestic tax laws. So please feel free to ask me about additional tax laws and/or other countries and their laws.
    vsuc_fltilesrefresh_TrophyIcon Estate Planner
    Business
    Tax Law Compliance
    Tax Return
    Estate Planning
    SAP Programming
    Contract Law
    Legal Assistance
    IRS Income Tax Audits
    Microsoft Office
    Tax Theory
    Tax Planning & Advisory
    Corporate Tax
    Indirect Tax
    Tax Law
  • US$60 hourly
    PLEASE NOTE: I AM ONLY AVALIBLE TO WORK DIRECTLY WITH ATTORNEYS OR CPA's. Experienced Trust Administration Paralegal available for work nights and weekends for Trust Administration, Trust Accountings, Probate Accountings and Conservatorship Accountings. Strong legal professional with a Bachelor of Business Management - BBA focused in Business Administration and Management, and a Bachelor of Business - BBA focused in Accounting from Western Governors University.
    vsuc_fltilesrefresh_TrophyIcon Estate Planner
    Accounting
    Probate
    Customer Service
    Client Management
    Legal Writing
    Estate Planning
    Customer Relationship Management
    Trust, Estate & Will Agreement
    Legal
    Data Entry
    Microsoft Word
  • US$150 hourly
    I am a Certified Public Accountant and I own my CPA Professional Corporation, where I provide tax compliance and consulting for individuals, families, small businesses, LLCs, corporations, nonprofits, trusts and estates. I also provide bookkeeping for these various entities. My firm also provides audit and review services for nonprofits and business entities that need to be in compliance or are in need of financials for debt covenant testing or for investor relations. One of the industries served include real estate, where I provide consulting on tax benefits for the entity and/or individual [Section 1031 Exchange, Bonus Depreciation, Cost Segregation, Entity Selection, etc]. I also have exposure to health care, retail, food and beverage, consultants, and more. I am also a Personal Financial Specialist and I own my RIA LLC firm, where I provide asset management on a discretionary basis [rebalancing and structure of portfolios] for various individual accounts, education accounts, retirement accounts, business accounts, nonprofit accounts, trust accounts, and more. I provide financial planning to individuals, families, trusts, estates, and business owners. I take a look at the overall picture of their finances and help them develop a plan for their short term and long term goals.
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    Financial Audit
    Accounting
    Estate Planning
    Financial Planning
    Corporate Tax
    Investment Portfolio Review
    Tax Planning & Advisory
    Investment Strategy
    Entity Framework
    Financial Management
    Financial Reporting
    Tax Strategy
    Managerial Finance
    Bookkeeping
  • US$50 hourly
    Recent graduate of the University of Maryland Francis King Carey School of Law seeking legal content writing, editing, and marketing work. I completed my undergraduate degree in English and Spanish with a concentration in writing. I have significant professional experience in the legal sector, before and during my law school career, which allowed me to further hone my legal research and writing skills. I am confident writing in any area of law and on a myriad of topics outside the law. Since embarking on my freelance writing journey in August of 2022, I have written over 135 law firm website content pages, legal guides, and SEO-optimized blog posts, along with legal-forward HR compliance manuals in English and Spanish. I am looking forward to discussing how I may contribute to your next project!
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    Criminal Law
    Probate
    English to Spanish Translation
    Legal Translation
    SEO Content
    Article Writing
    Legal
    Blog Writing
    Legal Research
    Family Law
    Personal Injury Law
    Estate Planning
    SEO Writing
    Legal Writing
    Content Writing
  • US$120 hourly
    I am an attorney in the State of New Jersey. I have knowledge and experience in Contracts, Wills, Estates, Municipal law, Family law, Government and Regulatory Affairs, Worker’s Compensation, and Landlord/Tenant matters. I provide my research and writing skills to legal firms by drafting memos, motions, and briefs for all stages of cases and government matters. Service is provided from LexisNexis. Since graduating from law school, my objective is viewing legal options and analysis and compiling documents that win the client's case, whether Defendant or Plaintiff. I’ve made it a priority to continue to gain experience while waiting for my bar exam results. All documents are prepared for your case and are original work product protected under attorney-client privilege. I can provide single or multiple motions, complaints, answers, briefs, memos, and all phases of discovery, contract editing, drafting of wills, healthcare advanced directives, healthcare proxy, power of attorney, motion to dismiss or strike.
    vsuc_fltilesrefresh_TrophyIcon Estate Planner
    Government Documents
    Property Law
    Grant Writing Consultation
    Grant Documentation
    Estate Planning
    Legal Research
    Legal Assistance
    Copy Editing
    Legal Negotiation
    Family Law
    Proofreading Feedback
    Corporate Law
    Contract Law
    Legal
  • US$50 hourly
    Summary I am a trust and estate planning lawyer, TEP Member. I have obtained my legal qualifications in London, UK with specialization in contractlaw; equity and trusts; and international tax planning. I have extensive knowledge of international commercial agreements, including: - NDAs - Data Processing Agreements -Employment agreements in several jurisdictions; I have a great deal of experience in international conflict of laws principles, employment solutions and the underlying tax regimes. The main focus throughout my legal career has been assisting high net worth individuals, limited liabilities companies and partnerships with wealth management and income planning solutions in over 20 countries across Europe and Asia. Particular attention in my work was required for compliance with local labor legislation and understanding the implementations of the Criminal Finances Act 2017 and The General Data Protection Regulation (GDPR).
    vsuc_fltilesrefresh_TrophyIcon Estate Planner
    Partnership Agreement
    Contract Law
    Corporate Law
    Finance
    General Partnership
    Contract Negotiation
    International Taxation
    Legal Consulting
    GDPR
    Data Protection
    Law
    Estate Planning
    Tax Theory
    Trust, Estate & Will Agreement
  • US$45 hourly
    I am Paralegal/Legal Assistant experienced in the areas of drafting and/or filing estate planning documents(revocable trusts, irrevocable trusts, durable and medical powers of attorney, wills), and trust and probate administration pleadings.
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    Estate Planning
    Trust, Estate & Will Agreement
    Probate
    Administrative Support
    Office Management
  • US$60 hourly
    Over a decade of experience as a practicing attorney both as a solo practitioner and with a small to medium sized firm. Primary expertise is in Estate Planning and Elder Law including Medicaid planning. I also have experience in probate matters, real estate, and consumer rights matters. My work in legal aid also involved fundraising and grant writing. Additional work involved community advocacy and service coordination working with elder and disabled clients to secure government and community benefits. I also piloted a legal/medical collaboration project. I have served as a project manager in various capacities, maintained social media accounts and blog postings, managed and conducted client intake and case review. Developed and presented several professional training programs providing CLE’s to other professionals, as well as consumer targeted educational programs and materials. I maintain a current license in good standing with the State of Michigan however, I am not currently maintaining an active practice. and I am currently seeking opportunities both within or outside of the legal field. Looking ideally for support and non-traditional opportunities to utilize my skills.
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    Content Creation
    Legal Writing
    Legal Assistance
    Office 365
    Project Management
    Ghostwriting
    Administrative Support
    Estate Planning
    Executive Support
    Policy Analysis
    State Bar of Michigan
    Policy Writing
    Training
    Writing
  • US$100 hourly
    JW Clarke LLC is a New York based accounting & law firm designed to make life easier by bringing your accounting & legal support together in one place.
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    Corporate Tax
    Corporate Law
    Contract Law
    Financial Statements Preparation
    IRS Income Tax Audits
    Estate Planning
    Intellectual Property Law
    Trust, Estate & Will Agreement
    Tax Law
    Sales Tax
    Bookkeeping
    Accounting
    Tax Preparation
    Payroll Accounting
    Tax Return
  • US$150 hourly
    Hello! I just founded my law firm and am ready to help you out with your legal needs. Here are some details that I feel distinguish me from other attorneys in my area. I graduated sixth in my class with a 3.78 GPA. Before law school, I worked myself through undergrad at various law firms in the Dallas area. During law school, I worked the absolute maximum I could as law clerk. This experience is why I feel comfortable starting my legal career as a solo attorney in 2021. Ten days after graduating law school, my wife passed away. For obvious reasons, I am passionate about estate planning and ensuring everyone has their affairs in order. With that said, I also focus on tax law issues (both state and federal), business advising, and employment law. ---Flat Fee Pricing--- Unless required by statute or the project/situation, I generally prefer to bill anyone by the hour. I do my best to quote a flat fee to do the work you want. If it is complicated and difficult to quote, I will break the work down into stages and provide a range. This way, you can control your costs instead of worrying about whether you are paying for me to answer the phone. ---Virtual Practice--- I work from home. The COVID-19 Pandemic showed all of us how little we need a physical office to get our work done. I keep my costs down by working from my home office. If I need to meet with you, I will offer to come to your home. If we cannot meet there, my home is spacious and tastefully decorated. My preference is to meet at your home. Some types of legal work -- such as family law and estate planning -- benefit from home visits. Elders and children, for instance, often have trouble travelling or feeling comfortable in new environments. ---Open Communication--- The biggest complaint people have about attorneys is that they do not communicate regularly or consistently. In contrast, I provide monthly updates to every client unless they expressly tell me they only want updates when there is something to pass along. When someone hires an attorney, often they are going through one of the most stressful times in their life. Having to chase after the professional you paid to help you through the situation only makes it worse. Please feel free to reach out with any questions you have. Ultimately, I just want to help people and make a living doing so. Thank You! Matthew C. Lewis, Esq.
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    Trust, Estate & Will Agreement
    Family Law
    Law
    Estate Planning
    Probate
    Business Services
    Legal Consulting
    Arkansas Bar Association
    State Bar of Texas
    Litigation
    Contract Law
    Employment Law
    Legal
  • US$333 hourly
    I am a CPA with over 20 years of public accounting experiance in accounting as well as tax preparation and planning.
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    Estate Planning
    Wealth Management
    Microsoft Office
    Partnership Agreement
    Accounting Basics
    CPA
    Tax Planning & Advisory
    General Partnership
    Tax Accounting
    Tax Preparation
    Intuit QuickBooks
  • US$65 hourly
    Paralegal and Account Manager with 20 years of experience, specializing in areas of residential / commercial real estate, corporate and estate planning. Strong knowledge of legal processes and management procedures. Former Escrow Closer for Zillow and Opendoor with transaction experience across multiple states, including but not limited to FL, GA, NC, OR, and AZ. Specialized training in title research and curative. Proven track record of providing EXCELLENT customer service. GA Notary Licensed Sales Agent Certified Paralegal Hourly Fee: Starting at $45 per hour Services I can provide: VIRTUAL PARALEGAL / LEGAL ASSISTANT: Pre-draft legal documents, process court filings and prepare legal bills. Correspondence and client intake. REAL ESTATE: Full escrow closings from contract to closing table Loan and title document drafting Deed preparation Title search and curative Post closing clean-up Escrow account reconciliation HOA documents and management Notary signings (GA only) CORPORATE: Business filings EIN applications Business document drafting (Operating Agreements, Articles of Inc., Bylaws, Minutes, Stock Certificates) Trademark / Servicemark DBA filings WILLS AND ESTATES: Simple Will drafting (Last Will and Testament, Living Will, Durable POA) Probate Forms and Filings REAL ESTATE TRANSACTION MANAGER: Providing first class experience for your clients. Smoothly transition from contract to closing table. Allow me to schedule clients and showings, update listings, manage your pipeline, review and organize contracts, work with settlement agent to get the deal CLOSED and FUNDED! [keywords: legal assistant, legal bookkeeping, legal billing, virtual assistant, email support, wills, trusts, business, LLC, limited liability company, corporation, best, top rated, professional, recommended, certified, paralegal, rouse executive services]
    vsuc_fltilesrefresh_TrophyIcon Estate Planner
    Real Estate Closing
    Draft Documentation
    Legal Assistance
    Property Title
    Trust, Estate & Will Agreement
    Legal Research
    Deed
    Appointment Scheduling
    Estate Planning
    Legal Documentation
    Real Estate Law
    Customer Service
    Filing
    Transaction Processing
    Corporate Law
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You can hire a Estate Planner on Upwork in four simple steps:

  • Create a job post tailored to your Estate Planner project scope. We’ll walk you through the process step by step.
  • Browse top Estate Planner talent on Upwork and invite them to your project.
  • Once the proposals start coming in, create a shortlist of top Estate Planner profiles and start to interview.
  • Hire the right Estate Planner for your project from Upwork, the world’s largest work marketplace.

At Upwork, we believe talent staffing should be easy.

How much does it cost to hire a Estate Planner?

Rates charged by Estate Planner on Upwork can vary with a number of factors including experience, location and market conditions. See hourly rates for in-demand skills on Upwork.

Why hire a Estate Planner on Upwork?

As the world’s work marketplace, we connect highly-skilled freelance Estate Planner and businesses and help them build trusted, long-term relationships so they can achieve more together. Let us help you build the dream Estate Planner team you need to succeed.

Can I hire a Estate Planner within 24 hours on Upwork?

Depending on availability and the quality of your job post, it’s entirely possible to sign up for Upwork and receive Estate Planner proposals within 24 hours of posting a job description.

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