Estate Planner Salary in Kansas City, Missouri

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Average Salary for Estate Planner in Kansas City, Missouri

The average salary of a(n) Estate Planner in Kansas City, Missouri is $72,877.

The average hourly rate of a(n) Estate Planner in Kansas City, Missouri is $35.04.

The average bonus of a(n) Estate Planner in Kansas City, Missouri is $2,857.00.

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

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Results for Estate Planner in Kansas City, Missouri

Charitable Estate Planning Director - Kansas City, MO

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Recommends specific estate planning actions to achieve goals and meets with donors’ estate planner or financial advisor as appropriate....

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Perform interviews with local housing authorities, planners, senior centers, chamber of commerce to identify problems and understand demand in the market....

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Provide exceptional customer service to customers, prospects, referral sources such as real estate agents, financial planners and attorneys....

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Financial Advisor in Training - (Kansas City, MO) - Kansas City, MO

Robert W. Baird

Certified Financial Planner (CFP) or similar designation a plus. 3-5 years of experience required, preferably in a sales or financial services oriented capacity...

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Director Advanced Planning - Overland Park, KS

Waddell and Reed

CFP™ (Certified Financial Planner Designee). This individual must possess strong analytical and technical skills, advanced knowledge of financial, business and...

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