Estate Planner Salary in Milford, 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 Milford, Ohio

The average salary of a(n) Estate Planner in Milford, Ohio is $72,732.

The average hourly rate of a(n) Estate Planner in Milford, Ohio is $34.97.

The average bonus of a(n) Estate Planner in Milford, Ohio is $2,851.00.

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 Milford, Ohio

Job Openings by Indeed job search

Results for Estate Planner in Milford, Ohio

Space Coordinator-Madisonville - Cincinnati, OH

Fifth Third Bank

Assist the Property Portfolio Manager in real estate issues when needed. Work with the Relationship manager and strategic planner -Assist in the assignment of...

View job on Indeed.com

Advisor, Wealth Planning Services - Cincinnati, OH

Bartlett & Co., LLC

Income and estate planning. Certified Financial Planner (CFP) designation required. Facilitates and delivers seminars for clients regarding financial, estate...

View job on Indeed.com

Regional Account Manager - North Central - Cincinnati, OH

DFV Wines

Manages direct sales calls on retail accounts to develop long-term working relationships with the wine buyers and key distributors that influence planner and ad...

View job on Indeed.com

Cincinnati (West Chester) Financial Representative - Cincinnati, OH

Foresters Financial

Who we are . . . Foresters Financial Services, Inc. provides everyday families and individuals with financial solutions, guidance, and tools, to meet their...

View job on Indeed.com

Professional - Research Support Specialist I - Cincinnati, OH

Apex Systems Inc

Additional real estate related classes; Real Estate Sales Associate or Broker or Licensed Attorney with real estate focus, if required by State Law....

View job on Indeed.com

Discover How Much You
Should Be Paid

Work in Compensation or HR?    x