Estate Planner Salary in Franklin, Ohio

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 Franklin, Ohio

The average salary of a(n) Estate Planner in Franklin, Ohio is $72,469.

The average hourly rate of a(n) Estate Planner in Franklin, Ohio is $34.84.

The average bonus of a(n) Estate Planner in Franklin, Ohio is $2,841.00.

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 Franklin, Ohio

Job Openings by Indeed job search

Results for Estate Planner in Franklin, Ohio

Director of Marketing - Cincinnati, OH

HORAN

For more than 65 years, HORAN has served as a trusted advisor and thorough planner in the areas of employee benefits consulting, wealth management, and life...

View job on Indeed.com

Licensed Investment Sales Assistant - Kettering, OH

Day Air Credit Union

Registered Representative, Advisor, Adviser, Certified Financial Planner, CFP, Financial Consultant, Investment Manager, Investment services, Mutual Funds,...

View job on Indeed.com

Licensed Investment Sales Assistant - Kettering, OH

CUSO Financial Services, L.P.

Registered Representative, Advisor, Adviser, Certified Financial Planner, CFP, Financial Consultant, Investment Manager, Investment services, Mutual Funds,...

View job on Indeed.com

Client Specialist Dayton - Dayton, OH

HORAN

For more than 65 years, HORAN has served as a trusted advisor and thorough planner in the areas of employee benefits consulting, wealth management and life...

View job on Indeed.com

Personal Financial Counselor - Wright-Patterson AFB, OH

Zeiders Enterprises, Inc.

A national certification as an Accredited Financial Counselor (AFC) OR Certified Financial Planner. Zeiders is an industry leader in military and family support...

View job on Indeed.com

Discover How Much You
Should Be Paid

Work in Compensation or HR?    x