Estate Planner

Help clients plan how their belongings will be passed down or given away.
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Quick Stats


Outlook
Good

Salary Range
$26,000 – $115,000

Data from U.S. Department of Labor


What do Estate Planners do?

As an Estate Planner, you’re a Shepherd of wealth. You work with clients to help them prepare their estates for retirement, and for the time when those estates will be passed on to their families. Doing this job properly requires in-depth knowledge of financial products and planning as well as legal matters surrounding death. You need to be adept at writing, executing, and dealing with wills, trusts, and life insurance.

Being a good Estate Planner takes the right blend of respect, honesty, professionalism, and financial skill. You deal with people at varying stages of their lives, often at critical financial impasses. The financial advice you need to give them will be different from anything they’ll receive at almost any other stage in their lives. If the task of preparing and improving your clients’ financial footing sounds like how you want to use your time and talents, then this could be the career for you.

Forty-hour workweeks in an office setting are the norm for Estate Planners. You could be part of an agency or work alone in your own office. Either way, you need to build a strong network of clients and constantly cultivate relationships in order to grow your business.

For this, you need a little charm and great communications skills, in addition to your knowledge of financial products. You also need a good degree of creativity to figure out how to best arrange the various resources at your disposal to maximize profit and security for your client.


Should I be an Estate Planner?

You should have a bachelor's degree or higher and share these traits:
  • Reliable: You can always be counted on to do a good job.
  • Team Player: You're able to listen, communicate, and work with tons of different people.
  • Trustworthy: You are known for your personal integrity and honesty.

  • How to become an Estate Planner

    Estate Planners often have a Bachelor's degree. Chart?chd=s:uog9aa&chl=no+college+%2836%25%29|certificate+%2811%25%29|associate%27s+%285%25%29|bachelor%27s+%2848%25%29||&cht=p3&chs=466x180&chxr=0,36,48
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