Hire the Best Estate Planners
Tegucigalpa, Honduras
Virtual Assistant I specialize in document creation, like contracts, presentations, financial models, and internal documentation. My expertise lies in freeing up my clients' time by managing daily, weekly, and monthly tasks, including scheduling meetings, drafting and reviewing documents, managing invoices, updating financial documents, and working on my clients' paid platforms. These ensure my clients all have enough time to focus on C-level activities while delegating more and more tasks my way. I am highly motivated and dedicated to delivering top-quality results for my clients. As a solo freelancer, I bring a strong work ethic and the ability to work independently to every project. I pride myself on my ability to effectively manage my time and prioritize my workload, and I am always looking for new opportunities to grow and improve my skills. Whether working on my own or as part of a team, I am committed to delivering excellent results for my clients. My top 5 skills are: • Handling calendars, meeting apps, and internal admin work • Financial projections and modeling in Excel • Client-ready PowerPoint decks • Market research and industry analysis • Quick drafts and final version of documentation My go-to software bundle is: • Microsoft Office (Excel, PowerPoint, and Word) • AppFolio IM and AppFolio PM for property management • Quickbooks (QBO) and multiple other billing and invoicing platforms • Google applications for a one-stop data-gathering work environment • Notion for internal planning and platform-sharing capabilities • Zoom, Teams, and Meet for quick meetings, Q&A, and presentations • Pitchbook, Crunchbase, and Yahoo Finance for data collection, news, and trends
- Market Analysis
- Microsoft PowerPoint
- Pitch Deck
- Fundraising Presentation
- Investment Banking
- Investment Strategy
- Valuation
- Microsoft Excel
- Startup Consulting
- Financial Projection
- Business Valuation
- Microsoft Office
- Financial Modeling
- Company Valuation
- Investment Preparation
Newark, New Jersey
I help investors, developers, brokers, and contractors identify opportunities, analyze properties, and coordinate projects using industry-leading research and data analysis tools. My work combines real estate research, land acquisition analysis, GIS mapping, construction coordination, and business intelligence. Software & Platforms: • CoStar • PropertyShark • LoopNet • Zillow • QGIS • Excel • Power BI • Python Services: • Land acquisition analysis • Off-market property research • Ownership tracing and contact lookup • Parcel and zoning research • GIS mapping and land screening • Real estate data analysis • Power BI dashboards and reporting • Construction estimating • Scope of work development • Material takeoffs • Crew coordination and project tracking I specialize in combining real estate research and construction knowledge to support investment, development, and acquisition decisions. Bilingual: English / Spanish Focused on delivering high-quality, actionable data not just lists.
- Real Estate Virtual Assistance
- Construction Estimating
- Lead Generation
- Email Communication
- Lead Generation Analysis
- Market Analysis
- Microsoft Excel
- Project Management
- Market Planning
- Construction Management
- Web App Localization
Lagos, Nigeria
Your designs should not just look “nice” they should make your brand look credible, consistent, memorable, and ready to attract the right audience. I am a Canva Graphic Designer, Canva Expert, Canva Template Designer, and Social Media Graphics Designer helping businesses, coaches, creators, startups, real estate professionals, nonprofits, and service-based brands create professional, branded, and easy-to-edit designs in Canva. I specialize in Canva design, Canva graphic design, editable Canva templates, custom Canva templates, Canva brand kits, brand identity design, brand template design, social media graphics, Instagram post design, Instagram carousel design, LinkedIn carousel design, Facebook post design, Pinterest pin design, presentation design, Canva presentation design, pitch deck design, flyer design, brochure design, lead magnet design, eBook design, workbook design, PDF design, YouTube thumbnail design, marketing materials design, and branded content design. Many businesses do not struggle because their offer is weak. They struggle because their visuals do not clearly communicate the quality of their offer. Their social media posts look inconsistent, their Instagram carousels do not feel branded, their LinkedIn graphics are not polished, their flyers and brochures look basic, their presentations feel outdated, and their lead magnets, ebooks, workbooks, and PDFs do not look professional enough to build trust. THAT IS WHERE I COME IN : One project that reflects the kind of work I do was for a growing service-based brand that had strong content but no clear visual consistency. Their Instagram posts, social media graphics, promotional flyers, lead magnet, PDF guide, and presentation slides all looked disconnected. I helped organize their brand inside Canva with a clean Canva brand kit, reusable editable Canva templates, branded Instagram carousel templates, LinkedIn post templates, flyer designs, brochure layouts, and Canva presentation templates. The result was a more polished, consistent, and professional visual system they could reuse across Instagram, LinkedIn, Facebook, email marketing, webinars, workshops, and client-facing materials. That is my goal with every Canva design project: to create designs that are beautiful, practical, brand-consistent, easy to edit, and useful for your content, marketing, and sales process. SERVICES I OFFER : ✅ Canva Graphic Design for brands, businesses, creators, and online entrepreneurs ✅ Editable Canva Templates for social media, marketing, promotions, and brand consistency ✅ Instagram Post Design and Instagram Carousel Design for engaging content ✅ LinkedIn Carousel Design and professional business content graphics ✅ Social Media Graphics for Instagram, Facebook, LinkedIn, Pinterest, TikTok, and more ✅ Canva Brand Kit Design including colors, fonts, brand boards, and visual direction ✅ Brand Template Design for coaches, consultants, creators, startups, and small businesses ✅ Canva Presentation Design for webinars, workshops, courses, business decks, and training slides ✅ Pitch Deck Design and professional business presentation layouts ✅ Flyer Design, Brochure Design, and promotional marketing materials ✅ Lead Magnet Design, eBook Design, Workbook Design, and PDF formatting ✅ YouTube Thumbnail Design and content creator graphics ✅ Real Estate Flyer Design, property graphics, and realtor social media templates ✅ Marketing Collateral Design including one-pagers, service sheets, capability statements, and offer flyers ✅ Canva Template Rebuilds from PDF, JPG, PowerPoint, Google Slides, or existing designs ✅ Branded Content Design for product launches, campaigns, events, and online promotions INDUSTRIES I SERVE : ✅ Coaches, consultants, and personal brands ✅ Course creators, online educators, and digital product sellers ✅ Real estate agents, mortgage professionals, and property businesses ✅ Fitness, wellness, skincare, beauty, and lifestyle brands ✅ Churches, ministries, nonprofits, and community organizations ✅ E-commerce stores and product-based businesses ✅ Content creators, podcasters, influencers, and YouTubers ✅ Small businesses and local service providers ✅ Marketing agencies and social media managers needing Canva support ✅ Restaurants, cafes, food brands, and hospitality businesses ✅ Event planners, wedding professionals, and creative brands ✅ Health, therapy, medical, and wellness professionals ✅ Startups, SaaS brands, and professional service businesses ✅ Authors, speakers, trainers, and workshop hosts What makes my work different is that I design with both visual appeal and business purpose in mind. I do not just create random Canva graphics. I create professional Canva designs, editable Canva templates, branded social media graphics, Canva brand kits, marketing materials, presentations, flyers, brochures, ebooks, workbooks, PDFs, lead magnets, and pitch decks that help your brand show up clearly and consistently.
- Canva
- Ebook Design
- Graphic Design
- Social Media Design
- Social Media Marketing
- Template Design
- Infographic
- Print Design
- Presentation Design
- Business Card
- Logo Design
- Social Media Content
- Social Media Content Creation
- Branding
- Brochure Design
- Web Design
- Poster Design
- Templates
- Greeting Cards & Invitations
- Social Media Carousel
Calgary, Canada
I have built, valued, and modeled over 1,000 companies across all 50 US states, every Canadian province, and 50+ countries. CFA charterholder. 10 published books, all rated 5.0 on Amazon. $200K+ earned on Upwork with 100% Job Success. Top Rated Plus. Ranked #1 Financial Modeling in Canada and #2 Investment Banking globally on Upwork. When a founder sends me their financial model, I already know the three questions their investors will ask, because I spent years reviewing deals from the investor side as a fund fiduciary. That perspective separates my work from everyone else in your inbox. I wrote 10 books on this. Literally. My Amazon series, A Founder's Conversations with a Fractional CFO, covers every financial decision a founder faces: CFO Versus Accountant, Pitch Decks, 409A Valuations, Financial Modeling, Business Plans, KPIs and Dashboards, Private Company Stock Options, Fundraising Mechanics, Real Estate Financial Modeling, and SBA Loans. WHAT I DELIVER: Financial Modeling: Three-statement models, revenue models, SaaS models, startup financial projections, scenario analysis, sensitivity analysis, unit economics, breakeven analysis, cash flow forecasting, pro forma financials, budget models, and investor-ready models built in Excel. Published on Bloomberg, Reuters, FactSet, and S&P Global terminals. Business Valuations: DCF analysis, comparable company analysis, precedent transactions, startup valuations, fair market value, certified business valuations, and 409A valuations for fundraising, M&A, tax compliance, equity compensation, and internal planning. Business Plans: Investor business plans, SBA lender business plans, immigration business plans (EB-2, EB-5, USCIS), startup plans, feasibility studies, market analysis, competitive analysis, go-to-market strategy, and executive summaries for banks, investors, and regulatory bodies. Pitch Decks: Seed decks, Series A decks, fundraising decks, investor presentations, and data room preparation. Helped raise hundreds of millions in capital across angel, seed, Series A, and Series B rounds. Cap Tables and Equity: Cap table modeling, stock option plans (ISOs, NSOs, RSAs), SAFE and convertible note modeling, option pool sizing, dilution analysis, waterfall analysis, pre-money and post-money calculations, vesting schedules, 83(b) elections, and 409A compliance. Fundraising: Term sheet analysis, SAFE structuring, convertible note terms, liquidation preferences, closing mechanics, investor negotiation, due diligence preparation, and capital raising advisory from pre-seed through Series B. Fractional CFO: Financial strategy, KPI dashboards, OKR tracking, board reporting, investor reporting, cash flow management, burn rate analysis, runway modeling, and startup growth consulting. As former CEO of SentimenTrader and founder of ExemptAnalyst (acquired by Pinnacle), I have been on your side of the table. Real Estate Financial Modeling: Acquisition models, development pro formas, NOI and cap rate analysis, rent roll analysis, construction draws, lease-up modeling, waterfall distributions, LP/GP splits, DSCR, and sensitivity analysis for commercial, multifamily, and value-add deals. SBA Loans: SBA 7(a) and 504 loan modeling, lender packages, debt service coverage, seller note structuring, business acquisition models, and goodwill analysis. Due Diligence and Investment Banking: M&A due diligence, credit analysis, investment memos, structured finance, SPV structuring, and institutional-grade research. Ghostwriting: 10 published books on Amazon (all 5.0). Available for personal finance and business book ghostwriting. BACKGROUND: 25+ years in capital markets. Former CEO of SentimenTrader. Founded ExemptAnalyst (largest private research firm in Canada, acquired by Pinnacle). Director at Eiffel Peak Capital. MD at Pinnacle Wealth Brokers. VP at IA Clarington. Advised on $79M Wes-tower acquisition. Co-Host of The Dales Report (40K YouTube). Finance Instructor, University of Toronto. CFA, CFP, CIM, FCSI Fellow. My schedule fills up fast. If my status shows available, reach out now for a quick call to scope your project.
- Financial Modeling
- Business Plan
- Financial Writing
- Financial Analysis
- Financial Consulting
- Investment Research
- Investment Banking
- Chartered Financial Analyst
- Valuation
- Business Valuation
- Private Equity
- Venture Capital Consulting
- Pitch Deck
- Data Visualization
Lahore, Pakistan
Are manual reports, repetitive Excel tasks, or messy spreadsheets slowing down your business? I help businesses automate Excel workflows, build interactive dashboards and create custom spreadsheet systems that save time, reduce errors and simplify/Improve decision-making. I’m Waqar, a Top Rated Excel Automation Specialist with 8+ years of experience delivering scalable solutions using advanced Excel, VBA and Power Query. ✅ Services I Provide: 📊 Excel Dashboard Development & KPI Reporting Interactive dashboards for sales, performance tracking, and business insights. 🧮 Advanced Excel Formulas & Spreadsheet Optimization Complex calculations, logic building, and performance improvements. 🤖 Excel Automation (VBA & Power Query) Automated reports, data processing systems, and workflow optimization. 📈 Data Analysis & Visualization Transform raw data into structured, decision-ready insights. 🧩 Advanced Excel Templates & Custom Systems Custom-built trackers, planners, and automated business tools. I specialize in building efficient, reliable Excel systems that eliminate manual work and improve how businesses manage and use their data. Every solution is designed to be accurate, scalable and easy to use, so you can focus on running your business instead of fixing spreadsheets.
- Microsoft Excel
- Data Entry
- Microsoft Excel PowerPivot
- Visual Basic for Applications
- Power Query
- Data Visualization
- Dashboard
- Data Analysis
- Data Processing
- Spreadsheet Software
- Excel Macros
- Templates
- KPI Metric Development
- Excel Formula
- Data Cleaning
- Analytics Dashboard
- Sales Analytics
- Macro Programming
- Spreadsheet Automation
- Spreadsheet Skills
Lahore Cantt, Pakistan
Get Professional eBook Design, eBook Formatting & eBook Layout. 📘 Expert eBook Designer | eBook Design | eBook Formatting | eBook Layout Greetings! I’m Hussain, a professional eBook designer specializing in eBook design, eBook formatting, and eBook layout that transform plain text into visually stunning and publishing-ready eBooks. I create modern, clean, and professional eBook designs tailored for your bussiness. Services Offered: Professional eBook design (business, self-help, guides, cookbooks, workbooks) Kindle & Amazon KDP eBook formatting Modern and clean eBook layout Creative book cover design Lead magnet and PDF design Brochure, flyer, catalog & one pager design Social media post design & more Why Choose Me for eBook Design? ✅ Unlimited free revisions until you are 100% satisfied ✅ Free mockups and draft samples before final delivery ✅ On-time delivery for every eBook design project ✅ Top-rated designer with proven experience in eBook formatting and eBook layout ✅ High-quality, professional, and polished eBook designs ready for publishing If you want a flawless eBook design, perfect eBook formatting, and professional eBook layout, I’m here to bring your content to life. Let’s create an eBook that looks great and reads even better!
- Ebook Formatting
- Ebook Design
- Ebook
- Book Design
- Lead Magnet
- WorkBook
- Book Layout
- Adobe Illustrator
- Adobe Photoshop
- Adobe InDesign
- Canva
- Document Formatting
- Graphic Design
- EPUB
- KDP Interior
How it works
Post a job for free Post a job
Tell us what you need. Create your own job post or generate one with AI then filter talent matches.
Hire top talent fast
Consult, interview, and hire quickly, so you can meet the freelancers you're excited about.
Collaborate easily
Use Upwork to chat or video call, share files, and track project progress right from the app.
Payment simplified
Manage payments in one place with flexible billing options. Only pay for approved work, hourly or by milestone.
Don't just take our word for it
“Upwork provides an umbrella-level of security. I can see a talent’s work history and ratings. I can hold payments in escrow. I can communicate through Upwork Messages instead of working through my email address.”
Kim Darling
Emerald Tiger
“Upwork is the best platform to hire skilled professionals when we're not looking for a full-time employee. All the companies in our portfolio use Upwork to find talent across a wide range of fields.”
David Merry
Kinetic Investments
“Our very specific requirements can be a challenge—With Upwork, we’re able to access a bigger community to ensure the success of our projects.”
Katja Krohn
Summa Linguae
How do I hire a Estate Planner on Upwork?
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 flowing in, create a shortlist of top Estate Planner profiles and 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 Planners 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 Planners 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.
Find more freelancers
Similar Estate Planner Skills
- Financial Consultants
- Financial Advisors
- Financial Planners
- Financial Management/CFO Professionals
- Fractional Chief AI Officers
- Financial Managers
- Fractional CFOs
- Cash Flow Analysts
- Tax Law Lawyers & Legal Professionals
- European Corporate Finance Experts
- Financial Projections Professionals
- Pro Forma Statements Professionals
- Financial Accountants
- Chartered Financial Analyst (CFA) Professionals
- Dietitians
- Travel Agents
Top Countries for Estate Planners
- Financial Planners in India
- Financial Planners in Pakistan
- Financial Planners in Nigeria
- Financial Managers in South Africa
- Financial Managers in Egypt
- Financial Managers in Armenia
- Financial Managers in Albania
- Financial Managers in Kenya
- Financial Managers in Spain
- Financial Managers in France
- Financial Managers in Georgia
- Financial Managers in Indonesia
- Financial Managers in Sri Lanka
- Financial Managers in the Netherlands
- Financial Managers in India
- Financial Managers in Pakistan