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

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.