Estate Planner Salary in Sacramento, 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 Sacramento, California

The average salary of a(n) Estate Planner in Sacramento, California is $81,156.

The average hourly rate of a(n) Estate Planner in Sacramento, California is $39.02.

The average bonus of a(n) Estate Planner in Sacramento, California is $3,181.00.

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 Sacramento, California

Job Openings by Indeed job search

Results for Estate Planner in Sacramento, California

Space Planner - Sacramento, CA

Westcore Management LLC

WestcoreProperties is an international real estate acquisitions firm with a specializedfocus on well-located multi-tenant industrial and office properties....

View job on Indeed.com

Operations Coordinator - Sacramento, CA

WSP | Parsons Brinckerhoff

€¢Act as liaison with WSP | Parsons Brinckerhoff corporate real estate for leasing and space allocation. Approximately 34,000 employees, including engineers,...

View job on Indeed.com

Senior Mortgage Specialist- Great Benefits! - Sacramento, CA

USE CREDIT UNION

Active California Real Estate license and Notary license is preferred. Develop and maintain strong referral relationships with realtors, financial planners,...

View job on Indeed.com

Loan Officer - Roseville, CA

CMG Financial

Build network and community relationships, aggressively promoting CMG to real estate agents, builders, developers, financial planners and other referral sources...

View job on Indeed.com

Planning Lead - Sacramento, CA

Bayside Solutions

Valid Real Estate license. All candidates must have a minimum of 3 years' experience as a planner representing a major wireless carrier to be considered....

View job on Indeed.com

Discover How Much You
Should Be Paid

Work in Compensation or HR?    x