Estate Planner Overview
Working as an Estate Planner
There is more than meets the eye when it comes to being an estate planner. For example, did you know that they make an average of $62.86 an hour? That's $130,755 a year!
Between 2018 and 2028, the career is expected to grow 7% and produce 19,100 job opportunities across the U.S.
What Does an Estate Planner Do
There are certain skills that many estate planners have in order to accomplish their responsibilities. By taking a look through resumes, we were able to narrow down the most common skills for a person in this position. We discovered that a lot of resumes listed analytical skills, math skills and sales skills.
When it comes to the most important skills required to be an estate planner, we found that a lot of resumes listed 18.7% of estate planners included estate planning services, while 17.4% of resumes included financial products, and 11.9% of resumes included financial statements. Hard skills like these are helpful to have when it comes to performing essential job responsibilities.
When it comes to searching for a job, many search for a key term or phrase. Instead, it might be more helpful to search by industry, as you might be missing jobs that you never thought about in industries that you didn't even think offered positions related to the estate planner job title. But what industry to start with? Most estate planners actually find jobs in the finance and insurance industries.
How To Become an Estate Planner
If you're interested in becoming an estate planner, one of the first things to consider is how much education you need. We've determined that 48.3% of estate planners have a bachelor's degree. In terms of higher education levels, we found that 15.5% of estate planners have master's degrees. Even though most estate planners have a college degree, it's possible to become one with only a high school degree or GED.
Choosing the right major is always an important step when researching how to become an estate planner. When we researched the most common majors for an estate planner, we found that they most commonly earn bachelor's degree degrees or master's degree degrees. Other degrees that we often see on estate planner resumes include associate degree degrees or high school diploma degrees.
You may find that experience in other jobs will help you become an estate planner. In fact, many estate planner jobs require experience in a role such as manager. Meanwhile, many estate planners also have previous career experience in roles such as administrative assistant or sales representative.
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Estate Planner Jobs
Estate Planner Career Paths
As you move along in your career, you may start taking on more responsibilities or notice that you've taken on a leadership role. Using our career map, an estate planner can determine their career goals through the career progression. For example, they could start out with a role such as owner, progress to a title such as vice president and then eventually end up with the title senior vice president, sales.
What is the right job for my career path?
Tell us your goals and we'll match you with the rights job to get there.
Average Salary for an Estate Planner
Recently Added Salaries
Job TitleCompany  | Company | Start Date | Salary |
|---|---|---|---|
Robert Half Estate Planner Estate Planner | Robert Half Robert Half | 12/06/2019 12/06/2019 | $110,00012/06/2019 $110,000 |
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Top Colleges for Estate Planners
1. University of Pennsylvania
Philadelphia, PA
2. University of Minnesota - Twin Cities
Minneapolis, MN
3. Howard University
Washington, DC
4. Northwestern University
Evanston, IL
5. Stanford University
Stanford, CA
6. Pennsylvania State University
University Park, PA
7. University of Southern California
Los Angeles, CA
8. Harvard University
Cambridge, MA
9. Villanova University
Villanova, PA
10. University of Wisconsin - Madison
Madison, WI
Entry Level Jobs For Becoming An Estate Planner
Top Skills For an Estate Planner
The skills section on your resume can be almost as important as the experience section, so you want it to be an accurate portrayal of what you can do. Luckily, we've found all of the skills you'll need so even if you don't have these skills yet, you know what you need to work on. Out of all the resumes we looked through, 18.7% of estate planners listed estate planning services on their resume, but soft skills such as analytical skills and math skills are important as well.
- Estate Planning Services, 18.7%
- Financial Products, 17.4%
- Financial Statements, 11.9%
- Real Estate, 7.2%
- Seminar, 7.2%
- Other Skills, 37.6% See All Estate Planner Skills