Hire the Best Estate Planners

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Majid M.

Forssa, Finland

$60/hr
5.0
11 jobs

💡 Financial models and dashboards that your team will actually use I'm Majid, Lead Consultant at Innopher - a financial planning consultancy with 15 years of experience across financial modeling, FP&A, and enterprise planning platforms. On Upwork we take on focused projects - Excel models, Power BI dashboards, Google Sheets automation, and financial forecasts. Behind every project is a team: solution architects and model builders who've worked on implementations for aviation, medical devices, manufacturing, SaaS and energy companies. You get the output of a consultancy at the pace of a freelancer. What we typically deliver: 3-statement models and DCF valuations for fundraising. Driver-based FP&A models and rolling forecasts. Power BI dashboards connected to NetSuite, Salesforce or QuickBooks. Google Sheets automation for teams that live in Google Workspace. And for larger planning needs, full Anaplan, Abacum or Pigment implementations. If the person using it can't make a decision from it quickly, it's not finished. 🏆 100% Job Success | Top Rated | 5.0 across all reviews 🏆 Clients across aviation, energy, SaaS, medical devices and manufacturing 🏆 Projects from startup budgets to enterprise planning transformations Send a message and I'll tell you honestly if we're the right fit.

  • Financial Analysis
  • Financial Modeling
  • Financial Planning
  • Forecasting
  • Financial Projection
  • Microsoft Excel
  • Financial Reporting
  • Microsoft Power BI
  • Data Model
  • Discounted Cash Flow
  • Anaplan
  • Industry Knowledge
  • Real Estate Financial Modeling
  • Cash Flow Modeling
  • Financial Model
  • Corporate Finance
  • Budget Planning
  • Project Budget
  • Budgeting & Forecasting Software
  • Budget
Janet T.

Macon, Mississippi

$10/hr
5.0
2 jobs

Hi, I'm a Social Media Manager, Brand Strategist, CapCut & Canva Video Editor passionate about helping business owners, coaches, agencies, startups, creators, real estate professionals, and growing brands build a strong online presence that attracts attention and converts followers into customers. In today's fast-moving digital world, posting consistently isn't enough. You need a clear content strategy, engaging visuals, short-form videos that capture attention, and a brand that people remember. That's where I come in. I help businesses create scroll-stopping social media content, edit engaging Instagram Reels and short-form videos with CapCut and Canva, develop content strategies, maintain consistent branding, and manage day-to-day social media operations that keep your audience engaged. Beyond content creation, I also provide dependable virtual assistant support to help organize your workflow, manage content calendars, coordinate projects, and handle the behind-the-scenes tasks that keep your business running efficiently. My goal is to save you time, strengthen your brand, and give you the freedom to focus on growing your business while I handle the creative and operational details. Canva Designer • Social media graphics • Instagram carousel design • Instagram posts and story design • Facebook graphics and cover images • LinkedIn posts and banners • Pinterest pins and pin templates • YouTube thumbnails and channel art • Reel covers and highlight covers • Branded Canva template creation • Marketing and promotional graphics • Flyer and poster design • Brochures and pamphlets • Business presentations and pitch decks • Company profiles and capability statements • Project catalogs and service guides • Lead magnets and PDF workbooks • eBooks and digital planners • Checklists, worksheets, and templates • Infographics and visual reports • Event invitations and promotional materials • Business cards and stationery • Brand kits and style guides • Logo refinement and brand asset organization • Website banners and web graphics • Email headers and newsletter graphics • Product mockups and promotional visuals • Media kits and press kits • Restaurant menus and price lists • Certificates and branded documents • Proposal and report design • Forms and fillable templates • Editable Canva templates for clients and teams • Design resizing and multi-platform optimization • Typography, color coordination, and visual hierarchy • Brand consistency across all marketing materials Virtual Assistant Services • Email management • Calendar management • Appointment scheduling • Inbox organization • Customer support • CRM management and updates • Data entry • Internet and market research • File and folder organization • Google Workspace management • Microsoft Office support • Travel planning • Meeting coordination • Document formatting • Presentation design • Spreadsheet management • SOP creation • Workflow documentation • Project coordination • Team support • Lead generation • Contact list building • Administrative support • Task management • Executive assistance Platforms & Tools Canva • Meta Business Suite • Buffer • Later • Metricool • Airtable • CapCut • YouTube Studio • Wix • Google Workspace • Microsoft Office • Trello • ClickUp • Notion • Mondaycom • Mailchimp • MailerLite • HubSpot CRM • Pipedrive • Google Drive • Dropbox 💼 Businesses I Support ✔ Small Businesses ✔ Startups ✔ Marketing Agencies ✔ Digital Agencies ✔ Coaches & Consultants ✔ Personal Brands ✔ Entrepreneurs ✔ Content Creators ✔ E-commerce Brands ✔ Wellness & Lifestyle Brands ✔ Real Estate Professionals ✔ Interior Designers ✔ Photographers ✔ Beauty & Skincare Brands ✔ Health & Fitness Businesses ✔ Travel & Hospitality Brands ✔ Construction & Property Companies ✔ Educational Businesses ✔ Nonprofit Organizations ✔ Service-Based Businesses ✔ Local Businesses ✔ Creative Studios ✔ Online Course Creators ✔ Authors & Speakers 🌟 What you can expect when working with me: ✔ Organized and detail-oriented support ✔ Professional, high-quality Canva designs ✔ Clear communication ✔ Fast turnaround ✔ Dependable deadline management ✔ Brand consistency across every project ✔ Accurate execution of briefs and SOPs ✔ A proactive mindset with a focus on helping your business grow Whether you need a dependable Virtual Assistant, a creative Canva Designer, a Social Media Content Manager, or ongoing business support, I'm committed to helping you stay organized, maintain a consistent online presence, and free up your time so you can focus on what matters most, growing your business. 📩 Let's work together to simplify your workflow, strengthen your brand, and keep your business moving forward.

  • Canva
  • Virtual Assistance
  • Social Media Management
  • Graphic Design
  • Ebook Design
  • Executive Support
  • Administrative Support
  • Data Entry
  • Project Management
  • Social Media Content
  • Instagram Reels
  • Post Scheduling
  • Social Post Design
  • Email Design
  • Menu Design
  • Email Management
  • Social Media Marketing
  • Google Sheets
  • Real Estate Virtual Assistance
  • Business Management
William M.

Calgary, Canada

$100/hr
4.9
188 jobs

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. $300K+ earned on Upwork with 100% Job Success. Top Rated Plus. Ranked top 10 globally on Upwork for Fractional CFO, Valuations, Financial Models, Business Plans, and Pitch Decks. 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
Syed H.

Lahore Cantt, Pakistan

$15/hr
5.0
287 jobs

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! isko ai video creator plus ebook designer intro ductiom banana ha first line ma dono chezein hon

  • 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
Oluwaseun T.

Ibadan, Nigeria

$6/hr
4.8
17 jobs

Real estate investors don’t lose money because they lack ambition. They lose money because they buy the wrong property. That's where I come in. I'm a Real Estate Research Specialist helping property investors, wholesalers, Airbnb hosts, and acquisition teams make confident decisions backed by real data before they commit a single dollar. I've spent years doing the ground-level research work that most people skip. Pulling county tax records, digging through probate court portals, running STR revenue projections, building proforma spreadsheets, sourcing off-market properties, analyzing Airbnb comps, qualifying distressed leads, and putting together deliverables that are clean, accurate, and ready to act on. I've worked with investors across the US and UK on everything from short term rental feasibility studies across multiple markets to tax delinquent lead research, using county appraiser and clerk of court records. I've built full STR proforma models comparing purchase scenarios side by side, foreclosure and probate lead sourcing, skip tracing, STR due diligence, sourced vacant land buyer lists from public deed records, lease takeover searches and delivered market reports built entirely from verified free and paid sources. Every project I take on gets the same level of care. Your investment is treated like my own. 🤝 What I Can Do For You ✅ Real Estate Research & Analysis Real estate market research & investment analysis Property ownership research, deed transfer tracking, and title history review County level real estate research using tax, appraiser, & clerk portals Comparative market analysis & property valuation research Transaction coordination & investor support LLC and trust ownership tracing Public record searches across county and state databases GIS mapping, FEMA flood zone checks, and zoning research Neighborhood and submarket demand analysis ✅ Distressed Property & Ownership Research Tax delinquent list research with parcel ID, tax record, auction status & GIS research Chain of title & ownership research Probate case research including executor ID & estate owned property leads Deeds, mortgages, liens & foreclosure review Foreclosure research & case analysis, Lis Pendens, & auction tracking Heirs and inherited property research Skip tracing for owner phone, email, mailing address, and LLC tracing Vacant property & distressed property identification Title timelines, ownership summaries & reports Calculate ARV (After Repair Value) and support investment property analysis ✅ Lead Generation & Motivated Seller Lists B2B lead generation for real estate & property service companies Motivated seller & investor lead lists Probate, foreclosure & tax delinquent leads Absentee owner & vacant property research Rental arbitrage prospecting & owner contact research CRM-ready spreadsheets & data cleanup Skip tracing & contact verification support Data entry, scheduling, & marketing support ✅ Airbnb & Short Term Rental Research Airbnb property finding & rental property sourcing Airbnb market research & neighborhood demand analysis STR feasibility studies & investment due diligence reports STR proforma spreadsheets with revenue, expenses, mortgage, & net cash flow Revenue projections using AirDNA, PriceLabs, & live comparable listings Occupancy rate, ADR, seasonal trends, & risk validation Short term rental regulation research by city and county Long term vs short term rental comparison analysis Airbnb arbitrage research & landlord prospecting ✅ Airbnb Listing, Optimization & Co-Hosting Airbnb listing creation & SEO optimization Dynamic pricing setup using PriceLabs, AirDNA, & market trends Calendar syncing across Airbnb, Vrbo, Booking, & more Full guest communication from inquiry to review Cleaning & maintenance coordination Monthly performance reporting ✅ Tools & Platforms I Use ► Property Platforms: Zillow, Redfin, Realtor, Rightmove, Zoopla, LoopNet, PropStream ►Research & Records: County Tax Portals, Clerk of Court, Probate Courts, Property Appraiser Sites, GIS Maps, FEMA Maps, PropStream ► STR & Pricing: AirDNA, PriceLabs, Airbnb, Vrbo, Hospitable, Guesty ► Lead Gen & CRM: Apollo, Hunter, Lusha, LinkedIn Sales Navigator, ZeroBounce, HubSpot, Zoho, Follow Up Boss, Chime, ClickUp, Asana ► Skip Tracing: TruePeopleSearch, BeenVerified, FastPeopleSearch ► Productivity: Excel, Google Sheets, Airtable, Google Workspace, Notion, Zapier Whether you need someone to find your next Airbnb investment, build a distressed property pipeline, run the numbers on an STR deal, or source off-market leads with verified contacts. I handle the research so you can focus on closing. Send me your target market or property details and I'll tell you if it's worth pursuing. Clear numbers. Honest insight. Real opportunities.

  • Property Management
  • Real Estate Lead Generation
  • Real Estate Acquisition
  • Data Analysis
  • Real Estate Investment Assistance
  • Microsoft Excel
  • Administrative Support
  • Real Estate
  • Market Research
  • Data Sourcing
  • Data Entry
  • Due Diligence
  • Real Estate Appraisal
  • Property Tax
  • Property Title
  • Probate
  • Prospect List
  • List Building
  • B2B Lead Generation
  • Contact List
Yekeen F.

Lagos, Nigeria

$5/hr
5.0
9 jobs

Are administrative tasks slowing down your business while your inbox keeps growing, your calendar stays packed, and important tasks slip through the cracks? You don't need another freelancer to simply complete tasks you need a Personal Virtual Assistant who keeps your business organized, your operations running smoothly, and your time focused on what actually grows your business. I'm a reliable Personal Virtual Assistant | Executive Assistant | Administrative Support Specialist who helps entrepreneurs, executives, coaches, consultants, startups, and growing businesses streamline their daily operations so they can focus on clients, sales, and growth. I become a dependable extension of your business by taking ownership of the day-to-day administrative work that consumes your valuable time. Here's how I can support you: ✅ Executive & Personal Virtual Assistance ✅ Email & Inbox Management ✅ Calendar Management & Appointment Scheduling ✅ Administrative Support ✅ Data Entry & Data Management ✅ CRM Management (HubSpot, Salesforce, Zoho, Airtable) ✅ Internet & Web Research ✅ Lead Generation & Prospect List Building ✅ Customer Support (Email & Live Chat) ✅ File & Document Organization ✅ Meeting Coordination & Follow-up ✅ Travel Planning & Itinerary Management ✅ Canva Designs & Presentation Support ✅ Social Media Assistance ✅ Project & Task Management Tools I work with • Google Workspace • Microsoft Office Suite • Excel • Google Sheets • Canva • Trello • Asana • ClickUp • Notion • Slack • Zoom • Calendly • HubSpot CRM • Salesforce • Zoho CRM • Airtable • Dropbox • Google Drive What you can expect when working with me ✔ Fast and professional communication ✔ Excellent attention to detail ✔ Organized systems that keep work on track ✔ Accuracy with minimal supervision ✔ Confidential handling of sensitive information ✔ Proactive problem-solving instead of waiting for instructions ✔ Consistent updates so you always know what's happening ✔ A dependable Virtual Assistant who genuinely cares about your business I understand that every business operates differently. That's why I take the time to learn your processes, adapt to your workflow, and become someone you can confidently rely on not someone you have to constantly manage. Whether you need ongoing administrative support, executive assistance, customer support, lead generation, research, CRM updates, or help keeping your operations organized, I'm ready to step in and make your workload lighter. If you're looking for a reliable Personal Virtual Assistant who communicates clearly, takes initiative, and helps your business stay organized and productive, send me an invitation or message. Executive Virtual Assistant | Personal Virtual Assistant | Executive Assistant | Personal Assistant | Virtual Assistant | Administrative Support | Executive Support | Executive Administrative Assistant | Business Support Specialist | Remote Administrative Support | CEO Assistant | Founder Assistant | Operations Support | Email Management | Executive Inbox Management | Inbox Zero | Gmail Management | Outlook Management | Calendar Management | Executive Calendar Management | Appointment Scheduling | Meeting Coordination | Travel Planning | Travel Coordination | Time Zone Scheduling | Task Management | Project Coordination | Workflow Management | Customer Support | Client Support | Client Communication | Client Onboarding | CRM Management | HubSpot CRM | Zoho CRM | Salesforce CRM | Lead Generation | Prospect Research | Web Research | Online Research | Data Entry | Data Management | Spreadsheet Management | Google Workspace | Google Docs | Google Sheets | Google Drive | Microsoft Office | Microsoft Excel | Microsoft Teams | Slack | ClickUp | Asana | Trello | Notion | Airtable | Calendly | Canva | Social Media Management | Content Scheduling | Content Calendar Management | LinkedIn Management | Instagram Management | Facebook Management | Community Management | File Management | Document Management | Document Preparation | Report Preparation | SOP Creation | Standard Operating Procedures | Administrative Coordination | Business Operations | Productivity Support Executive Virtual Assistant | Personal Virtual Assistant | Executive Assistant | Personal Assistant | Virtual Assistant | Administrative Support | Executive Support | Executive Administrative Assistant | Business Support Specialist | Remote Administrative Support | CEO Assistant | Founder Assistant | Operations Support | Email Management | Executive Inbox Management | Inbox Zero | Gmail Management | Outlook Management | Calendar Management | Executive Calendar Management | Appointment Scheduling | Meeting Coordination | Travel Planning | Travel Coordination | Time Zone Scheduling | Task Management | Project Coordination | Workflow Management | Customer Support | Client Support | Client Communication | Client Onboarding | CRM Management | HubSpot CRM | Zoho CRM | Salesforce CRM

  • Virtual Assistance
  • Administrative Support
  • Executive Support
  • Social Media Management
  • Customer Service
  • Email Communication
  • Calendar Management
  • Data Entry
  • Canva
  • Lead Generation
  • CRM Software
  • Project Management
  • Appointment Scheduling
  • Social Media Marketing
  • HighLevel
  • Email Management
  • Content Creation
  • Community Management

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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.