Hire the Best Estate Planners

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Antonio T.

Newark, New Jersey

$20/hr
5.0
4 jobs

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
William M.

Calgary, Canada

$100/hr
4.9
181 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. $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
Syed H.

Lahore Cantt, Pakistan

$10/hr
5.0
265 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!

  • 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
Prokrety Zannat P.

Bagerhat, Bangladesh

$5/hr
5.0
7 jobs

I bring over 5 years of experience helping brands, influencers, and businesses create modern, engaging, and high-performing social media content. My focus is on delivering visually compelling work that captures attention and drives results. Tools ▸ Adobe After Effects, Premiere Pro ▸ CapCut Pro ▸ Canva Pro ▸ DaVinci Resolve ▸ Adobe Illustrator & Photoshop ▸ Final Cut Pro Skills ▸ Social Media Video Editing & Reels ▸ Promotional & Campaign Videos ▸ YouTube & Vlog Content ▸ Short Video Ads ▸ Motion Graphics ▸ Cinematic & Documentary Editing ▸ Wedding Highlights ▸ Sound Design & Color Grading I contributed a lot of importance on clear communication, smooth workflows, and a strong commitment to quality. Let's work together to improve your brand with video content that stands out and makes a difference. Creators and brands that want to keep getting better and have consistent quality can work together for a long time. ✓ Ready to elevate your content? Reach out and let’s discuss your project.

  • Instagram Reels
  • TikTok Video
  • YouTube Shorts
  • Short Video
  • Social Media Content Creation
  • Content Creation
  • Social Media Marketing
  • CapCut
  • Social Media Management
  • Canva
  • Social Media Marketing Strategy
  • Color Grading
  • Video Editing
  • Promotional Video
  • Video Advertising
Christina O.

Lagos, Nigeria

$9/hr
5.0
12 jobs

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
Rokibat A.

Lagos, Nigeria

$5/hr
5.0
3 jobs

Tired of Manual Work, Broken Workflows, Lost Leads, and Disorganized Systems? You're in the right place. If you're spending hours on repetitive tasks, struggling to manage customer data, losing leads due to poor follow-up systems, or trying to connect multiple apps that simply don't work together, I can help. I specialize in building smart business systems, CRM solutions, and workflow automations that save time, reduce errors, increase productivity, and help businesses scale efficiently. What I Deliver • monday com CRM setup, boards, views, forms to leads • monday com workflow automation, integrations, dashboards and reporting • Notion workspace setup, database design with relations and rollups • Notion project management dashboard, company wiki and SOPs, client portal • Data migration and cleanup, Excel or CSV import to monday com or Notion • KPI dashboard, reporting, process mapping, training and handove • CRM and sales pipeline, dependencies and Gantt, time tracking, permissions • Boards, views, forms, notifications and SLAs, Excel or CSV data import • Integrations with Slack, Google Sheets, Gmail, HubSpot, Stripe, Calendly • Dashboards and widgets for charts, numbers, workload, timeline, goals • Full account audit and optimization • Workspace setup, templates, databases, relations, rollups, advanced formulas • Project management in Notion with tasks, sprints, roadmap, OKRs, KPI dashboards • Client portal with forms, Google Calendar sync, Notion API integration • Automations with Make com or Zapier, clean UX, documentation and training • Scenario build with routers, filters, error handling and retries • Google Sheets, Gmail, Slack, Airtable, HubSpot, Pipedrive, Webhooks, OpenAI • Account audit, scenario optimization, usage reduction, • Multi step zaps, webhooks, code steps, error handling and task audit • Forms to leads using Typeform, Jotform, Gravity Forms • CRM integrations for HubSpot, Salesforce, GoHighLevel, monday com, Notion • Account cleanup and clear documentation Whether you're a startup, agency, service business, eCommerce store, coach, consultant, or growing company, I create streamlined systems that allow you to focus on growth while your processes run automatically in the background. Send me your current setup or problem, and I’ll show you the fastest way to fix it. #ProjectManagement #DigitalProjectManagement #AutomatedWorkflow #ProjectWorkflows #Automation #CRMAutomation #CRMDevelopment #CRMSoftware #MarketingAutomation #MarketingOperations #WorkflowAutomation #LeadManagementAutomation #CustomerRelationshipManagement #EmailAutomation #APIIntegration #HighLevel #DataIntegration #AIAgentDevelopment #AIChatbot #UiPath #Squarespace #MailerLite #Pipedrive #Zapier #EmailCampaignSetup #ProjectPlans #AdministrativeSupport #API #MondayDotCom #ProductRoadmap #Typeform #GoogleSheets #ArtificialIntelligence #BuildAutomation #AutomationAnywhere #ClickUp #TaskAutomation #Dashboard #BusinessProcessAutomation #Notion #WorkAutomation #IntegrationFramework #TeamAutomation #TestAutomation #AutomatedTesting #GoogleWorkspace #MakeCom #Airtable #Slack #Hostaway #HubSpot #Gmail #Claude35Sonnet #HTMLEmailRendering #ExcelToImage #PDFco #GoogleDrive #ExcelHandling #MondayExpert #MondayAutomation #CRMSetup #BusinessAutomation #NoCodeAutomation #Integrations #DataSync #LeadManagement #MondayIntegration #AirtableAutomation #ZapierExpert #AutomationRecipe #MondayWorkflow #CRMExpert #SalesAutomation #ClientOnboarding #DashboardDesign #SystemsAutomation #ProcessImprovement #OperationsAutomation #AsanaExpert #NotionWorkspace #VirtualAssistant #AsanaOptimization #AsanaTemplates #AsanaWorkflow #AsanaSetup #NotionSetup #NotionTemplate #NotionAI #NotionAutomation #NotionDashboard #NotionIntegrations #NotionWorkflow #NotionProjectManagement #NotionBusinessPlan #NotionContentCalendar #NotionLeadGeneration #NotionCRM #NotionFinance #NotionAnalyticsDashboard #NotionKPI #NotionOKR #NotionTimeline #NotionGantt #NotionRiskManagement #NotionTaskManagement #NotionTeamGoals #NotionStrategicPlanning #SocialMediaManagement #SocialMediaMarketing #InfluencerMarketing #CampaignManagement #FacebookAdvertising #GoogleAds #GoogleAnalytics #PPC #MarketingStrategy #GrowthStrategy #LeadGeneration #EmailMarketing #MarketingAutomation #AIContentCreation #ChatGPT #Canva #CapCut #GraphicDesign #VideoEditing #Figma #WebDevelopment #WordPress #GoogleMapsAPI #HubSpotCRM #ZohoCRM #ActiveCampaign #ProjectManagementTools #BusinessOperations #OperationsManager #Scalability #MicrosoftOffice #Excel #GoogleSheetsAutomation #DataEntry #OnlineResearch #DataMigration #Bookkeeping #QuickBooks #Accounting #SaaS #ImplementationPlan #CustomerSupport #TechnicalSupport #UsabilityTesting #QualitativeResearch #JourneyMapping #CommunityManagement #React #JavaScript #Python #Java #AndroidDevelopment #BigData #English #Filipino #BankReconciliation #QuickBooks

  • Project Management
  • Notion
  • ClickUp
  • CRM Software
  • CRM Automation
  • Zapier
  • Sales & Marketing
  • Real Estate Virtual Assistance
  • Real Estate
  • Virtual Assistance
  • Make.com
  • Social Media Lead Generation
  • Lead Generation
  • Business Analysis
  • Automation
  • Agile CRM
  • Spreadsheet Automation
  • Database Design Consultation
  • Business Process Automation
  • PipelineDeals

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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?

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