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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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Average Salary$130,755
Job Growth Rate7%

Estate Planner Jobs

Estate Planner Career Paths

Top Careers Before Estate Planner

Manager
11.4%

Top Careers After Estate Planner

Owner
10.0%

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

Estate Planners in America make an average salary of $130,755 per year or $63 per hour. The top 10 percent makes over $221,000 per year, while the bottom 10 percent under $77,000 per year.
Average Salary
$130,755

Recently Added Salaries

Job TitleCompanyCompanyStart DateSalary
Estate Planner
Estate Planner
Robert Half
Robert Half
12/06/2019
12/06/2019
$110,00012/06/2019
$110,000

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Estate Planner Demographics

Gender

male

60.6%

female

34.9%

unknown

4.6%

Ethnicity

White

78.4%

Hispanic or Latino

8.5%

Black or African American

5.9%

Foreign Languages Spoken

French

40.0%

Portuguese

20.0%

Arabic

20.0%
See More Demographics

Estate Planner Education

Majors

Law
11.8%

Degrees

Bachelors

48.3%

Masters

15.5%

Associate

10.3%

Top Colleges for Estate Planners

1. University of Pennsylvania

Philadelphia, PA

Tuition and fees
$55,584
Enrollment
10,764

2. University of Minnesota - Twin Cities

Minneapolis, MN

Tuition and fees
$14,760
Enrollment
31,451

3. Howard University

Washington, DC

Tuition and fees
$26,756
Enrollment
6,166

4. Northwestern University

Evanston, IL

Tuition and fees
$54,568
Enrollment
8,451

5. Stanford University

Stanford, CA

Tuition and fees
$51,354
Enrollment
7,083

6. Pennsylvania State University

University Park, PA

Tuition and fees
$18,454
Enrollment
40,108

7. University of Southern California

Los Angeles, CA

Tuition and fees
$56,225
Enrollment
19,548

8. Harvard University

Cambridge, MA

Tuition and fees
$50,420
Enrollment
7,582

9. Villanova University

Villanova, PA

Tuition and fees
$53,308
Enrollment
6,819

10. University of Wisconsin - Madison

Madison, WI

Tuition and fees
$10,555
Enrollment
30,360
See More Education Info

Entry Level Jobs For Becoming An Estate Planner

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Full Time
Part Time
Internship
Temporary

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

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Top Estate Planner Employers

1. Financial services
4.6
Avg. Salary: 
$58,132
Estate Planners Hired: 
2+
2. Senior Resource Group
4.0
Avg. Salary: 
$50,426
Estate Planners Hired: 
1+
3. The Environments Group
4.6
Avg. Salary: 
$59,109
Estate Planners Hired: 
1+
4. EKS&H
3.9
Avg. Salary: 
$78,738
Estate Planners Hired: 
1+
5. Northwestern Mutual
4.9
Avg. Salary: 
$51,283
Estate Planners Hired: 
1+
6. American International Group
4.9
Avg. Salary: 
$78,135
Estate Planners Hired: 
1+

Recently Added Estate Planner Jobs

Updated October 2, 2020