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Estate planner skills for your resume and career

Updated January 8, 2025

1 min read

Below we've compiled a list of the most critical estate planner skills. We ranked the top skills for estate planners based on the percentage of resumes they appeared on. For example, 26.9% of estate planner resumes contained financial products as a skill. Continue reading to find out what skills an estate planner needs to be successful in the workplace.

10 estate planner skills for your resume and career

1. Financial Products

Financial products refer to instruments through which an individual can invest, borrow or save money. Such devices include credit cards, shares, deposits, bonds, and loans.

Here's how estate planners use financial products:

Advised clients on various estate planning techniques and financial products and sold appropriate product.
Premier Financial is a consulting company that provides clients with financial products and services.

2. Financial Analysis

Here's how estate planners use financial analysis:

Generated financial analysis, managed open-to-buy, and partnered with Merchants on buying/re-buying decisions to ensure that financial goals are achieved.
Prepare loan submission package for approvals including property financial analysis, market and borrower analysis.

3. Term Care

Here's how estate planners use term care:

Job duties: licensed with 42 companies in medical, medicare supplements, life, long term care, annuities.
Licensed to sell Life, A & H, Disability and Long Term Care Insurance.

4. Life Insurance

Here's how estate planners use life insurance:

Partner with in-house life insurance specialists on alternative planning solutions using various life insurance and annuity products.
Specialized in risk elimination and wealth preservation utilizing indexed life insurance and fixed index annuity products.

5. Annuities

Here's how estate planners use annuities:

Managed financial planning, educated clients on fixed indexed annuities, and consistently analyzed financial markers and ever-changing client needs.
Conducted financial transactions involving asset based management and annuities.

6. Probate

Here's how estate planners use probate:

Review and Production efficiency submit legal documents for various probate procedures.
Investigate and administer estates of deceased persons, including marshaling assets, managing affairs and conducting business of estates in probate.

7. Estate Planning

Estate planning revolves around the process of preparing and arranging the distribution of an individual's assets in case of death or incapacitation.

Here's how estate planners use estate planning:

Marketed and delivered estate planning services.
Delivered public estate planning seminars.

8. CPA

Here's how estate planners use cpa:

Maintained and built relationships with clients, Realtors, CPA's, and Financial Planners.
Manage records, and correspondences to meet or surpass filings to courts, CPA's, and legal counsels.

9. Real Estate

Real estate is land that has buildings on it. This kind of property consists of permanent improvements either natural or man-made, which include, houses, fences, bridges, water trees, and minerals. There are 4 types of real estate namely; residential real estate, commercial real estate, industrial real estate, and vacant land.

Here's how estate planners use real estate:

Established client's requirements leading to approvals for all real estate projects and moves of significant magnitude.
Lead and manage third-party broker partnerships relating to real estate transaction services.

10. Medicaid

Here's how estate planners use medicaid:

Facilitate and deliver seminars for Estate, Medicaid, and Retirement planning, and related seminars.

What skills help Estate Planners find jobs?

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List of estate planner skills to add to your resume

The most important skills for an estate planner resume and required skills for an estate planner to have include:

Financial Products
Financial Analysis
Term Care
Life Insurance

Annuities
Probate
Estate Planning
CPA

Real Estate
Medicaid

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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