Estate Planners

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Estate planning involves formulating decisions in advance on what should happen to an individual’s assets, when the said individual has passed away or has become incapacitated. An individual’s estate includes the sum of a person's assets – legal rights, interests and entitlements to property of any kind – taking in account of all liabilities at that time. A professional who deals in real estate planning is called as a real estate planner and thus is an integral part of the real estate industry.

What Does an Estate Planner Do?

An individual chooses to plan their estate for many reasons, which may include preserving the family wealth accumulated over years, for providing for surviving family members, or even for funding higher education of their children. A real estate agent planner guides clients in the process of estate planning every step of the way, by choosing the right plan, establishing trust funds, drafting the client’s will and getting a probate, choosing a guardian or executor of the will, and estate tax planning.

Estate planning is also undertaken by real estate lawyers, who oversee the legal aspects of real estate transactions. Alternatively, a real estate contract experts can also be hired to draft all related documents and help in the process of estate planning.

Though typically associated with real estate agencies or law firms, a number of estate planners can be found on Guru – one of the best websites to hire freelancers. Real estate contract experts, who are professionals who draw up essential real estate agreements for both the parties, are also available on the platform.

If you wish to hire a Real Estate Planner, make sure they can:

  • Review, evaluate, draft and negotiate a wide range of real estate related documents.

  • Limit estate taxes.

  • Liaise with financial advisors, insurance agents and accountants.

  • Review and interpret past and existing trust instruments on a regular basis.

  • Provide counsel and advice to the client on standards, applicable laws and regulations related to matters concerning the Trust.

Qualifications of an Estate Planner

It is ideal for your freelancers to have the following skills:

  • A valid law degree and license to practice law in the given location.

  • Experience in drafting and administering wills, trusts and other estate planning procedures.

  • Solid understanding of different types of taxations and planning principles.

  • Excellent interpersonal and communication skills.

  • Strong analytical capabilities and judgment.

  • Ability to exercise discretion.

Above all, the most important requirement of a real estate planner is to be trustworthy and honest.

Benefits of Hiring an Estate Planners

Because of their in-depth understanding of the law, they help avoid complicated situations. They help secure the client’s wealth and ensure that only the true beneficiary is awarded the estate.

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