Estate Planner Salary in Napa, 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 Napa, California

The average salary of a(n) Estate Planner in Napa, California is $84,825.

The average hourly rate of a(n) Estate Planner in Napa, California is $40.78.

The average bonus of a(n) Estate Planner in Napa, California is $3,325.00.

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 Napa, California

Job Openings by Indeed job search

Results for Estate Planner in Napa, California

Import Planner - Napa, CA

Treasury Wine Estates

Wine Estates today. Wine Estates is an Equal Opportunity Employer. Estates is one of the world's largest wine companies that is traded on the....

View job on Indeed.com

Senior Material Planner - Napa, CA

Treasury Wine Estates

Wine Estates today. Wine Estates is an Equal Opportunity Employer. Material Planner is responsible for key Material....

View job on Indeed.com

TNV Concierge & Outreach Ambassador - Saint Helena, CA

Trinchero Family Estates

Develop and maintain strong relationships with Hotel Concierges, other wineries, Convention & Visitors Bureaus, Local Chambers, Destination Management Companies...

View job on Indeed.com

Personal Financial Counselor - Travis AFB, CA

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

Licensed Financial Advisor - Novato, CA

Sorrento Pacific Financial, LLC

Certified Financial Planner designation preferred (CFP). We’re Improving and We Want You to Join Us....

View job on Indeed.com

Discover How Much You
Should Be Paid

Work in Compensation or HR?    x