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Check out Estate Planners with the skills you need for your next job.
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  • $85 hourly

    • 5.0/5
    • (3 jobs)
    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 software such as WealthCounsel, FORE, AdaptDocs, Documate, or just by using samples from your firm. I look forward to working with you.
    Featured Skill Estate Planner
    Legal Assistance
    Adobe Acrobat
    Corporate Law
    Typing
    Estate Planning
    Microsoft Excel
    Microsoft Word
    Family Law
    Microsoft PowerPoint
  • $175 hourly

    • 5.0/5
    • (121 jobs)
    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.
    Featured Skill Estate Planner
    Disaster Recovery
    Legal Entity Structuring
    Research & Development
    Tax Strategy
    Business Valuation
    Estate Planning
    Strategic Plan
    Tax Planning & Advisory
    Mergers & Acquisitions
    Business Consulting
    CPA
    Tax Law
    Tax Preparation
  • $200 hourly

    • 5.0/5
    • (542 jobs)
    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.
    Featured Skill Estate Planner
    Nonprofit Organization
    Legal Writing
    IRS Income Tax Audits
    Corporate Law
    Estate Planning
    Legal Research
    Tax Law
    Contract Management
    Contract Law
    Legal Consulting
    Contract Drafting
  • $50 hourly

    • 4.6/5
    • (7 jobs)
    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.
    Featured Skill Estate Planner
    Drafting
    Virtual Assistance
    Word Processing
    Typing
    Office 365
    Email Communication
    Litigation
    Proofreading
    Phone Communication
    Estate Planning
    Microsoft Word
    Legal Research
  • $300 hourly

    • 5.0/5
    • (60 jobs)
    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.
    Featured Skill Estate Planner
    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
  • $175 hourly

    • 4.7/5
    • (8 jobs)
    - 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.
    Featured Skill Estate Planner
    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
  • $39 hourly

    • 4.6/5
    • (12 jobs)
    Boost Productivity | Reduce Overhead | Increase Profits Estate planning attorneys often struggle with overwhelming workloads, inefficient processes, and rising costs. The good news? You don’t have to do it all yourself. I help solo and small firm estate planning attorneys save time, reduce costs, and streamline drafting by handling their document preparation efficiently and accurately. How I Can Support Your Firm: I specialize in drafting high-quality estate planning documents, including: ✔️ Revocable Living Trusts ✔️ Last Will and Testament ✔️ Durable Power of Attorney ✔️ Health Care Power of Attorney ✔️ HIPAA Authorizations ✔️ Certificates of Trust ✔️ Deeds Proficient in Industry-Leading Software: ✅ WealthCounsel | ✅ ElderCounsel | ✅ Westlaw Form Builder | ✅ Interactive Legal Why Work With Me? 🔹 Accuracy & Efficiency – Drafting estate planning documents quickly and correctly so you can focus on your clients. 🔹 Industry Expertise – As an experienced estate planning paralegal and owner of S. Brown Paralegal Services, I understand your needs. 🔹 Seamless Collaboration – I work on-demand, ensuring flexibility and convenience for your practice. Next Steps: 📅 Book a 30-minute consultation to discuss your drafting needs. After our call, I’ll provide a detailed proposal, timeline, and project cost. Let’s simplify your workload so you can focus on what matters most—your clients.
    Featured Skill Estate Planner
    Typing
    Computer Skills
    Administrative Support
    Client Management
    Invoicing
    Probate
    Estate Planning
    General Transcription
    Draft Correspondence
    Legal Research
    Draft Documentation
  • $80 hourly

    • 4.6/5
    • (63 jobs)
    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.
    Featured Skill Estate Planner
    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
  • $35 hourly

    • 4.9/5
    • (18 jobs)
    PODCAST PRODUCTION Currently the Media Manager of a media and marketing company in Australia, running a weekly podcast for cyber security executives currently ranked as Top 5% globally. Reach out and let's discuss how I can help! Podcasting Experience From Initial Guest Engagement to Episode Deployment - Reaching out and liaising with prospective guests regarding interview schedule, interview angle, episode approval, and deployment and publishing - Creation of social media assets (including but not limited to LinkedIn, Instagram, Facebook, Twitter), in both audio and video format through Adobe Creative Suite, Canva, or Glorify - Podcast editing through Adobe Audition, Descript, or Audacity, among others - Writing of show notes from scratch or with the help of AI tools like CastMagic, Podium, etc. - Crafting episode titles that fit the conversation and align with the brand - Publishing to different hosting platforms like SimpleCast, Transistor.fm, Castos - Use of social media management tools like ContentStudio, Facebook Meta, Loomly, etc. - Project management through Trello, Nifty, Monday, or ClickUp Other skills include: - Expert proficiency in the use of the English language, both in written or oral form - Expert proficiency in the use of Google and Microsoft Suite - Versatility in the use of new tools and software - Grace under pressure and being able to commit to hard and rush deadlines - Ability to work with clients from varying timezones and ability to reconcile conflicting schedules with or without the use of scheduling tools like Calendly or Acuity LEGAL - Experience in family and probate law, guardianship proceedings, and estate planning across different US jurisdictions including Maine, New Jersey, and New York - Use of templating software such as ElderLaw, HotDocs, and Lawyaw - Creating templates and fillable forms for frequently used documents such as intake forms, asset sheets, etc. through MS Word and Adobe Acrobat - Handling client-facing responsibilities such as intake, meetings, and trial preparation - Scheduling consultations, calendar management of the attorney and the firm - Electronic file maintenance and case management with the use of Clio Manage and Grow - Managing invoices and client billing - Conducting legal research, drafting contracts and memoranda, and combing through jurisprudence relevant to cases CREATIVE - Graphic design experience, creating promotional and publicity material for various organizations and causes (posters, social media content and newsletters, to templates for letterheads and internal documents) - Writing articles and blogposts, promotional content for social media posting - Transcription experience ADMINISTRATIVE - Constructing project proposals, complying with documentary requirements, and ensuring clientele satisfaction. - Planning, execution, and evaluation of services offered - Reviewing contracts with providers that offer services and making recommendations as to the steps that need to be taken
    Featured Skill Estate Planner
    Estate Planning
    Family Law
    Administrative Support
    Probate
    Microsoft Word
    Podcast Editing
    Adobe Acrobat
    Graphic Design
    Email Communication
  • $55 hourly

    • 5.0/5
    • (4 jobs)
    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.
    Featured Skill 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
  • $300 hourly

    • 5.0/5
    • (2 jobs)
    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.
    Featured Skill Estate Planner
    Law
    Legal Writing
    Legal Research
    Estate Planning
    History
    Writing
    Email Copywriting
    Editing & Proofreading
    Legal
    Proofreading
  • $150 hourly

    • 5.0/5
    • (18 jobs)
    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.
    Featured Skill 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
  • $60 hourly

    • 4.9/5
    • (8 jobs)
    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 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.
    Featured Skill Estate Planner
    Accounting
    Probate
    Customer Service
    Client Management
    Legal Writing
    Estate Planning
    Customer Relationship Management
    Trust, Estate & Will Agreement
    Legal
    Data Entry
    Microsoft Word
  • $450 hourly

    • 5.0/5
    • (8 jobs)
    Justin W. Heeg is the Principal and Managing Attorney of Heeg Law Offices who assists clients with a wide variety of legal matters. Mr. Heeg began his legal career working for the United States Attorney’s Office for the Middle District of Tennessee, where he gained invaluable experience working with others who share in pursuing justice and having a genuine passion for public service. With the passion and intent of assisting others, he went on to found Heeg Law Offices with locations in Nashville & Chicago. Since opening, he has grown the firm through loyal clients who appreciate the time he puts into their cases, along with the dedication and perseverance to achieve the results his clients deserve. A people person by nature, Mr. Heeg truly enjoys meeting with new clients and hearing their story. Mr. Heeg is recognized and considered an expert in assisting businesses, from small to large, in navigating the corporate environment, whether they are just starting a new business or have been around for years. These businesses consist of a wide variety of industries including health & wellness, real estate, construction, transportation, marketing, technology, manufacturing, restaurant & bar, entertainment, insurance, hospitality, along with others. Being an extension of a family business, Mr. Heeg understands no one knows more about their business than his clients and the day to day challenges they encounter. Listening to his clients, thinking outside the box, and sharing his perspective to deliver results is a pivotal part of why his clients trust and value his guidance. Mr. Heeg assists clients from all stages in life in structuring an estate plan right for them. Whether it is executing a will or a trust instrument or putting together a more complex structure with asset protection & tax mitigation in mind, Mr. Heeg takes pride in delivering on his client’s expectations. Through Mr. Heeg’s personal injury and criminal law practice, he understands the majority of his clients are coming to him in a very difficult and challenging part of their lives. Whether it would be being charged with a criminal offense or being injured in a car accident that wasn’t their fault and enduring the pain and suffering that comes with it, he understands the significance of delivering results so that his clients can move past this part of their lives and be made whole again. Mr. Heeg is highly analytical, a critical thinker, and knows how to problem solve in various practice areas on behalf of his clients. He possesses strong negotiation skills, has a high-level business acumen, and is a calculated decision maker. A clear thinker who has the communication skills to help his clients understand their complex legal concerns. Mr. Heeg looks forward to continuing to serve his clients that value a trustworthy advisor as their attorney.Professional Recognition Mr. Heeg has garnered the attention of several local and national outlets where he has been recognized & awarded honors in the corporate law, personal injury, and estate planning space. He has been featured as a top lawyer in the prominent and notable century year old publication, Who’s Who in America. Due in part to Mr. Heeg’s success and the consistent results he’s obtained for his clients since the firm opened its doors, Heeg Law Offices has been named a top 10 law firm for its corporate law & estate planning services. On the leading and highly regarded legal industry platforms, Avvo & Martindale-Hubbell, Heeg Law has received Client Choice Awards and has been a Platinum Client Champion. Along with the firm’s rise in its corporate law and estate planning practices, Mr. Heeg has successfully defended multiple clients in criminal litigation involving major professional sports leagues. The past few years he has invested resources into growing Heeg Law’s personal injury sector where he is involved in representing clients related to injuries and chronic illnesses they have sustained in car & truck accidents, along with bringing successful negligence and tort claims against insurance companies. In this practice, he has been involved in obtaining lucrative settlements and successful court verdicts amounting to up to 10 times of the pre-lawsuit offer.
    Featured Skill Estate Planner
    Business Change
    Tennessee Bar Association
    Contract Negotiation
    Illinois State Bar Association
    Contract Drafting
    Corporate Law
    Business
    Contract Law
    Estate Planning
    Law
    Legal Consulting
    Intellectual Property Law
    Legal Drafting
    Legal Agreement
    Criminal Law
  • $150 hourly

    • 5.0/5
    • (104 jobs)
    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.
    Featured Skill Estate Planner
    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
  • $50 hourly

    • 5.0/5
    • (7 jobs)
    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!
    Featured Skill Estate Planner
    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
  • $120 hourly

    • 5.0/5
    • (19 jobs)
    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.
    Featured Skill 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
  • $50 hourly

    • 5.0/5
    • (3 jobs)
    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).
    Featured Skill 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
  • $45 hourly

    • 4.9/5
    • (3 jobs)
    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.
    Featured Skill Estate Planner
    Estate Planning
    Trust, Estate & Will Agreement
    Probate
    Administrative Support
    Office Management
  • $100 hourly

    • 5.0/5
    • (19 jobs)
    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.
    Featured Skill Estate Planner
    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
  • $150 hourly

    • 5.0/5
    • (7 jobs)
    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.
    Featured Skill Estate Planner
    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
  • $333 hourly

    • 5.0/5
    • (2 jobs)
    I am a CPA with over 20 years of public accounting experiance in accounting as well as tax preparation and planning.
    Featured Skill Estate Planner
    Estate Planning
    Wealth Management
    Microsoft Office
    Partnership Agreement
    Accounting Basics
    CPA
    Tax Planning & Advisory
    General Partnership
    Tax Accounting
    Tax Preparation
    Intuit QuickBooks
  • $65 hourly

    • 5.0/5
    • (6 jobs)
    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]
    Featured Skill 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
  • $250 hourly

    • 5.0/5
    • (10 jobs)
    Service Areas: Implenentation of Digitalization Strategies, Accounting, Business Services, Strategic Advisory, Restructuring, Strategic Go-To Market Access, Corporate Finance, M&A, Wealth Structuring, Succession Planning, Restructuring, Family Office Services; Real Estate (work out) , Aviation and Superyacht Services, ESG/CSR-implementation and advisory, reporting to Deutscher Nachhaltigkeitskodex (DNK) Clients: UHNWI worldwide with relations to Europe, Mittelstand, Logistics, Real Estate Fintech/ Insurtech Languages: English, French, German International Experience: +25y Trusted Advisor Guest Lecturer @ HEC Paris EMBA Programme: implementing CSG
    Featured Skill Estate Planner
    Xero
    International Taxation
    Corporate Finance
    Business Management
    Relationship Management
    Acquisitions
    Entrepreneurship
    Estate Planning
    Corporate Social Responsibility
    Client Management
    CRM Software
    Customer Relationship Management
    Finance & Accounting
    Mergers & Acquisitions
    Real Estate
  • $39 hourly

    • 5.0/5
    • (2 jobs)
    Skilled and dynamic professional with robust experience fostering organizational growth through exceptional relationship management, client advocacy, and management. Strong experience in law firms and supporting clientele through life transitions. Eager to demonstrate knowledge and ability to an organization that shares a passion for supporting and honoring clients as well as promoting mental health initiatives while achieving institutional goals and exceeding client expectations. Areas of Expertise: * Psychologist, Research, Therapist * Administrative Support * Business Management * Business Development * Client Relations / Advocacy * Counseling and Coaching * Communication & Collaboration * Leadership * Paralegal * Real Estate
    Featured Skill Estate Planner
    Real Estate Listing
    Estate Planning
    Counseling Psychology
    Psychology
    Executive Support
    Client Management
    Relationship Management
    Leadership Skills
    Business Development
    Communication Skills
    Mental Health
    Management Skills
    Presentations
    Administrative Support
    Real Estate
  • $500 hourly

    • 5.0/5
    • (1 job)
    Jason has been providing legal insight and business expertise since 2001. He is admitted to both the Virginia Bar and the Texas State Bar, and also proud of his membership to the Fellowship of Ministers and Churches. Having served many people, companies and organizations with legal and business needs, his peers and clients know him to be a high-performing and skilled attorney who genuinely cares about his clients. In addition to being a trusted legal advisor, he is a keen business advisor for executive leadership and senior leadership teams on corporate legal and regulatory matters. His personal mission is to take a genuine interest in his clients, and serve as a primary resource to them. Jason is a strategic business partner with extensive experience in advancing the corporate interests of a growth-oriented company. Demonstrated success as an attorney in helping company grow and expand, successfully execute short-term objectives and deliver on long-term company targets. Stellar record in business development, increasing sales generation and reducing costs. Highly competent in compliance, mergers/acquisitions, and financial investments for growth of products and services. Adept at assisting a company with its strategy, methodology and achieving multiyear plans. Expert negotiator with a consistent track record of executing agreements while maintaining and improving relationships with customers, investors, board members and third-parties. Proficient at improving, streamlining and implementing processes. • Strategic Planning • Commercial Transactions • Business Development • Intellectual Property • Mergers/Acquisitions • Technology Business • FinTech • Revenue Generation • Financials
    Featured Skill Estate Planner
    Licensing
    Mergers & Acquisitions
    Finance & Law
    Growth Strategy
    Securities Law
    Compliance
    Franchise
    Intellectual Property Law
    Estate Planning
    Legal Negotiation
    Nonprofit
    Strategic Planning
    FinTech
    Business Development
    Corporate Law
  • $40 hourly

    • 5.0/5
    • (4 jobs)
    Whether you need help with your case load, assistance drafting correspondence or legal documents, proofreading documents prior to finalization, or updating your office software, I am here to assist you and make your work load feel a little lighter. I currently work as a full-time Legal Researcher and take on contract work under my own business as a freelance paralegal/researcher/legal document preparer. I have been a paralegal for five years, starting in New York and then in Florida. I have my Associate in Applied Science in Paralegal Studies from an ABA-Approved program, and my Bachelor of Arts in Political Science. I oversaw the Estate Planning Department at my first firm, Enea, Scanlan & Sirignano, LLP and assisted in implementing a new case management system which allowed us to have a quicker turn around. I have experience drafting Petitions and Motions for probate litigation and guardianships, estate planning documents (advance directives, wills, and trusts), fiduciary accountings and estate tax returns, Medicaid applications, and business formation (LLC and S Corp.). I am familiar with tax law and currently studying for the IRS Enrolled Agents exam, with the goal of completing the exams in the next 18 months. I also have expertise in deed drafting for both real estate sales transactions and estate planning real estate transfers in almost all 50 states and Washington D.C.
    Featured Skill Estate Planner
    Draft Documentation
    Retail
    Real Estate
    Legal
    Filing
    Immigration
    Microsoft Outlook
    Office Management
    Estate Planning
    Microsoft Office
    Microsoft Word
    Political Science
    Invoicing
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