Associate

Company Description

At Vaseeyatnama.com, we make estate planning simple, secure, and accessible. Our platform empowers individuals and families to plan their legacy, protect assets, and secure the future — all online. From digital wills to trusts, succession planning, and asset management guidance, our expert-backed solutions ensure your estate is managed according to your wishes. We combine legal expertise with cutting-edge technology to deliver a seamless, transparent, and user-friendly estate planning experience — anytime, anywhere.

Role Description

This is a full-time role for an Associate located on-site in Lucknow. The Associate will be responsible for supporting clients in their estate planning journey, managing client accounts, providing guidance on digital wills and trusts, and assisting with succession planning and asset management. The role also involves coordinating with legal experts and utilizing our online platform to deliver efficient and personalized estate planning services.

Qualifications

• Understanding of estate planning processes including wills, trusts, and asset management
• Experience in client management and providing personalized client support
• Ability to work collaboratively with legal experts and team members
• Familiarity with digital platforms and technology used in estate planning
• Excellent communication and organizational skills
• Bachelor's degree in Law, Business, or a related field
• Experience in the legal or financial services industry is a plus