Estate Planner Salary in Alhambra, California

To get your salary data, use the search bar below or browse by job, city, or state.
loading...

Job title is required

loading...

Job location is required.

Average Salary for Estate Planner in Alhambra, California

The average salary of a(n) Estate Planner in Alhambra, California is $82,240.

The average hourly rate of a(n) Estate Planner in Alhambra, California is $39.54.

The average bonus of a(n) Estate Planner in Alhambra, California is $3,224.00.

Job Description:

Reviews assets and liabilities of estate to determine that insurance is adequate for financial protection of estate. Studies legal instruments, such as wills, trusts, business agreements, life insurance policies, and government benefits, to estimate value and expenses of estate. May be required to hold state license. Computes expenses, taxes, and debts to determine value of adjusted gross estate, using knowledge of accounting and tax laws. Prepares and discusses program with client that will provide maximum financial security for family and protect investments. Suggests purchase of additional or new life insurance when analysis of estate indicates need for meeting cash demands at death. Discusses legal instruments with family attorney if study indicates need for change. Less

Reviews assets and liabilities of estate to determine that insurance is adequate for financial protection of estate. Studies legal instruments, such as wills, trusts, business agreements, life insurance policies, and government benefits, to estimate value and expenses of estate. ... More

How helpful is this page?

Are you a(n) Estate Planner?

Get a more personalized salary report now. Get Report

Average Salaries for Similar Jobs in Alhambra, California

Job Openings by Indeed job search

Results for Estate Planner in Alhambra, California

Associate Wealth Mgmt Advisor - Pasadena, CA - Pasadena, CA

TIAA

Professional designation of Certified Financial Planner (CFP) also strongly preferred. Advisors may also leverage our in-house Tax/Trust Estate Planning...

View job on Indeed.com

Senior Loan Officer - Pasadena, CA

Franklin Loan Center

You will aggressively promote yourself and Franklin Loan Center to real estate agents, builders, developers, financial planners, CPAs, attorneys, friends/family...

View job on Indeed.com

Wealth Management Advisor - Pasadena - Pasadena, CA

TIAA

Professional designation of Certified Financial Planner (CFP) also strongly preferred. Strong track record in generating sales and a broad background in...

View job on Indeed.com

DEPARTMENTAL FACILITIES PLANNER II - Los Angeles, CA

Los Angeles County Human Resources

Coordinates capital projects and other building or alteration projects, and represents the department's interests in contacts with the Chief Executive Office,...

View job on Indeed.com

Loan Officer Assistant - Los Angeles, CA

PERL Mortgage

Comprehend all functions of a real estate transaction in order to advise borrower regarding the same. Assist Loan Officer(s) in developing and maintaining...

View job on Indeed.com

Discover How Much You
Should Be Paid

Work in Compensation or HR?    x