Estate Planner Salary in Encino, 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 Encino, California

The average salary of a(n) Estate Planner in Encino, California is $81,948.

The average hourly rate of a(n) Estate Planner in Encino, California is $39.40.

The average bonus of a(n) Estate Planner in Encino, California is $3,212.00.

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 Encino, California

Job Openings by Indeed job search

Results for Estate Planner in Encino, California

Associate Financial Consultant - Greater LA North Region - Woodland Hills, CA

Charles Schwab

Certified Financial Planner (CFP) certification is preferred. Our branch network is part of the broader Investor Services organization and is primarily...

View job on Indeed.com

Market Planner - CORP - Calabasas, CA

Harbor Freight Tools USA, Inc.

3+ years' experience in real estate strategy, real estate planning, consulting, investment banking, or financial analysis;...

View job on Indeed.com

Location Scout - Santa Monica, CA

Peerspace

_Peerspace_ helps owners, event planners, teams & creatives easily find new uses for commercial space - be it a yoga class in an art gallery;...

View job on Indeed.com

Personal Assistant - Beverly Hills, CA

Career Advantage

Assume all roles of an Estate Manager, Personal Assistant, Runner, Butler/ Major Domo, Event Planner, Staff & Household Manager....

View job on Indeed.com

Associate Wealth Management 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

Discover How Much You
Should Be Paid

Work in Compensation or HR?    x