As of August 01, 2026, the average hourly rate for an Estate Planning Director in the United States is $62, which translates to an annual salary of about $128,287.
However, the hourly wage can vary significantly based on several factors. Here’s a detailed look at the typical pay range per hour:
Estate Planning Director Salaries by Percentile
| Annual Salary |
Monthly Pay |
Weekly Pay |
Hourly Wage |
|
|---|---|---|---|---|
| 75th Percentile | $144,694 | $12,058 | $2,783 | $70 |
| Average | $128,287 | $10,691 | $2,467 | $62 |
| 25th Percentile | $123,684 | $10,307 | $2,379 | $59 |
An Estate Planning Director's salary isn't a fixed number. It's shaped by several important factors. Below, we'll explore how your years of experience, geographic location, education and company size can directly affect your earning potential.
Experience is a primary driver of an Estate Planning Director's salary. As you build your skills and take on more complex tasks, your compensation generally increases. Here's how the average salary grows at different career stages:
| Job Role | Years of Experience | Average Salary |
|---|---|---|
| Estate Planning Consultant | 7+ years | $107,620 |
| Finance & Insurance Manager | 7+ years | $95,128 |
| Estate Planning Director | 7+ years | $128,287 |
Demanded Skills for the Role:
| Skills | Demand Percentage |
|---|---|
| Innovation | 7.81% |
| Brokerage | 1.56% |
| Consulting Management | 1.56% |
Mastering certain specialized skills can lead to a significant increase in pay. Here are examples of skills and the potential impact they can have on an Estate Planning Director's salary.
| Skill | Salary | Salary % Increase |
|---|---|---|
| Relationship Management | $170,622 | |
| Wealth Management | $159,076 | |
| Decision Making | $148,813 |
Estate Planning Director salary potential scales significantly with company size. Data shows that Enterprise companies (5,000+ employees) pay the highest average salary at around $140,031. While startup companies pay approximate $118,372.
| Company Size | Employees | Average Salary |
|---|---|---|
| Startup | 1~50 | $118,372 |
| Growth Stage | 51~500 | $125,243 |
| Established | 501~5000 | $135,180 |
| Enterprise | 5000+ | $140,031 |
Your level of education can impact your salary potential. While many Estate Planning Director enter the field with a Bachelor's Degree, higher education can lead to more specialized and higher-paying roles.
According to our 100% employer-reported salary data, the median salary for an Estate Planning Director with a Bachelor's Degree is between $126,370 and $136,876.
| Typical Education for Estate Planning Director | |
|---|---|
| Degree Level | % of user with this level of education |
| No Diploma | 46.7% |
| High School | 20.0% |
| Associates | 33.3% |
| Bachelors | 46.7% |
| Masters | 20.0% |
| Doctorate | 33.3% |
Understanding how an Estate Planning Director's annual salary breaks down can help with budgeting. Below, you can see the average hourly rate, weekly pay, and monthly pay for this role. Use the buttons to switch between different pay periods.
| Annual Salary | Monthly Pay | Weekly Pay | Hourly Wage | |
|---|---|---|---|---|
| 75th Percentile | $144,694 | $12,058 | $2,783 | $70 |
| Average | $128,287 | $10,691 | $2,467 | $62 |
| 25th Percentile | $123,684 | $10,307 | $2,379 | $59 |
Salaries for an Estate Planning Director can change over time, reflecting shifts in market demand and the overall economy. The median salary decreased from $164,772 in 2023 to around $162,382 in 2025, reflecting changes in demand, location, experience, and the wider economy. For a detailed analysis of Estate Planning Director salary trends, .
| Year | Average Annual Salary |
|---|---|
| 2022 | View More |
| 2023 | $164,772 |
| 2024 | $164,354 |
| 2025 | $162,382 |
| 2026 |
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| 2027 |
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Directs all aspects of the estate planning function including sales, staffing, and supervision. Participates in training and estate planning workshops. Ensures that the agency stays abreast of regulatory guidelines and new trends in the field. Researches and advises on tax, technical, and legal questions. Introduces new life products to the field and contributes to design of related software and tools. May be a speaker at insurance conferences or meetings. Requires a bachelor's degree of business, marketing, or mathematics. Typically reports to top management. May require Chartered Life Underwriter (CLU). Manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. Typically requires 5+ years of managerial experience.
Specify the abilities and skills that a person needs in order to carry out the specified job duties. Each competency has five to ten behavioral assertions that can be observed, each with a corresponding performance level (from one to five) that is required for a particular job.
Innovation: The ability and process of implementing new ideas and initiatives to improve organizational performance.
Brokerage: A brokerage provides intermediary services in various areas, e.g., investing, obtaining a loan, or purchasing real estate.
Consulting Management: Management consulting is the practice of selling consulting services to organizations to improve their performance or in any way to assist in achieving any sort of organizational objectives.
Salary.com salary estimates, histograms, trends, and comparisons are derived from both employer job postings and third-party data sources. We also provide multiple percentiles of salary information for your reference, click here to know Why the Salary Midpoint Formula Is Crucial to Getting Pay Equity Right. With more online, real-time compensation data than any other website, Salary.com helps you determine your exact pay target.
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