Estate Planner Salary in San Diego, 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 San Diego, California

The average salary of a(n) Estate Planner in San Diego, California is $80,702.

The average hourly rate of a(n) Estate Planner in San Diego, California is $38.80.

The average bonus of a(n) Estate Planner in San Diego, California is $3,164.00.

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 San Diego, California

Job Openings by Indeed job search

Results for Estate Planner in San Diego, California

Development Project Manager - San Diego, CA

Brilliant Corners

City planners and job inspectors; Secure all necessary permits and entitlements for real estate development and all job card sign-offs during renovations;...

View job on Indeed.com

In-House Timeshare Sales Representative - San Diego, CA

Welk Resort Group

Real Estate License. Realtor, loan agent, broker, real estate, mortgage broker, DRE, CAR, hotel, resort, hospitality, customer service, account management,...

View job on Indeed.com

San Diego Financial Representative - San Diego, CA

Foresters Financial

Does not provide legal, tax or estate planning services. TO BE CONSIDERED FOR THIS POSITION, PLEASE ATTACH YOUR RESUME....

View job on Indeed.com

Financial Advisor - La Jolla, CA

Sterling Wealth Strategies/Penn Mutual

We provide superior support and compensation for both entry-level Emerging Advisors and experienced Financial Planners....

View job on Indeed.com

Loan Officer Assistant - San Diego, CA

Churchill Mortgage Corporation

Delivering multiple revenue streams from realtors, financial planners, CPA’s & family attorney’s; Engage in marketing, promotion and business development...

View job on Indeed.com

Discover How Much You
Should Be Paid

Work in Compensation or HR?    x