Will Writing Coordinator in Chandigarh, Mohali, Zirakpur, Panchkula, New Chandigarh

Job Description

Key Responsibilities Consult with clients to understand their unique needs and draft customized wills to meet their specific requirements Educate clients on the importance of estate planning and provide guidance on wealth preservation and distribution Collaborate with legal professionals to ensure all wills comply with relevant laws and regulations Maintain accurate records of client information and update wills as needed to reflect any changes in circumstances Conduct workshops and seminars on will writing to educate the community and promote our services Manage client relationships and provide ongoing support and guidance throughout the will writing process Stay current on industry trends and best practices to continuously improve our services and offerings About Company: Sahayak Associates is a wealth management firm that offers a complete range of solutions to help build, manage and preserve wealth for its clients by executing strategies that maximize growth and optimize risk. At Sahayak, we are determined to offer a seamless customer experience that maintains the highest standards of confidentiality and keeps the interest and financial goals of our customers in mind. Sahayak Associates comprises a team of experienced finance professionals and is one of the fastest-growing wealth management firms in the region handling more than 500 clients at present.