Estate Planner Salary in Westerville, 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 Westerville, Ohio

The average salary of a(n) Estate Planner in Westerville, Ohio is $73,562.

The average hourly rate of a(n) Estate Planner in Westerville, Ohio is $35.37.

The average bonus of a(n) Estate Planner in Westerville, Ohio is $2,884.00.

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 Westerville, Ohio

Job Openings by Indeed job search

Results for Estate Planner in Westerville, Ohio

Express Meeting Manager - Columbus, OH

Westin Columbus

Manage all Hotel Planner leisure opportunities. Founded over a box of Pop-Tarts® in 1995 by David Schwartz and Peter Vilim, Waterton has grown from very humble...

View job on Indeed.com

User Experience Designer - Westerville, OH

JPMorgan Chase

In this role, you will be part of a multi-disciplinary team of designers, planners and researchers committed to designing the future of JP Morgan Chase....

View job on Indeed.com

Mortgage Manager - Dublin - Dublin, OH

Civista Bank

Originates first mortgage loans, promotes the bank and its lending services to the real estate community referral partners and helps to identify and serve the...

View job on Indeed.com

Financial Planning Administrative Support - Marysville, OH

McCarthy & Cox Retirement & Estate Specialists LLC

Debrief with planner following every client meeting and delegate tasks accordingly. Assist planner in data gathering and servicing the transactional needs of...

View job on Indeed.com

Columbus Financial Representative - Dublin, 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

Discover How Much You
Should Be Paid

Work in Compensation or HR?    x