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Global Estate Planning Service Market Research Report 2025
Published Date: January 2025
|
Report Code: QYRE-Auto-27L11538
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Global Estate Planning Service Market Research Report 2022
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Global Estate Planning Service Market Research Report 2025

Code: QYRE-Auto-27L11538
Report
January 2025
Pages:124
QYResearch
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DESCRIPTION
TABLE OF CONTENT
TABLES & FIGURES
FEATURED COMPANIES
Trust & Will
Mercer Advisors
LegalShield
NerdWallet
Evelyn Partners
Charles Schwab
Northwestern Mutual
Ingenious
Withum
Triple Point
Vanguard
Sun Life
Hurkan Sayman
Estate Planning Solutions(Holistic Estate Planning Solutions)
Fidelity Wealth Services
Deepbridge Capital
Creative Planning
Mariner Wealth Advisors
Coastal Wealth Management
Perpetual Guardian
BNP Paribas Fortis
ArentFox Schiff
Downing
Redwood Financial
Legacy Assurance Plan
Servus Credit Unio
Homrich Berg
WealthCounse
St. James's Place
Vedder Price
Broadway Financial Planning
Shumaker
Thrivent
IOOF
Strategic Estate Planning Services
Key Retirement Solutions
WITHERS
Rosemont
Carson Wealth Management
EP Wealth Advisors
TIAA
KPMG

Estate Planning Service Market Size

The global market for Estate Planning Service was valued at US$ 4456 million in the year 2024 and is projected to reach a revised size of US$ 8391 million by 2031, growing at a CAGR of 9.6% during the forecast period.

Estate Planning Service Market

Estate Planning Service Market

The Estate Planning Service market serves as a vital sector within the broader financial and legal landscape, addressing the intricate process of structuring and organizing one"s assets, wealth, and personal wishes to ensure a seamless transfer of assets and preservation of legacies upon passing. Estate planning encompasses a range of strategies and legal instruments that include wills, trusts, power of attorney, and more, aimed at maximizing financial security, minimizing tax burdens, and facilitating the distribution of assets according to the individual"s preferences. This market"s significance has grown as individuals seek to safeguard their financial well-being, protect their families" futures, and navigate complex legal and tax implications. Factors such as changing family structures, evolving tax regulations, and the globalization of wealth have driven the demand for expert estate planning services. Moreover, as society becomes more cognizant of the importance of holistic financial planning, including end-of-life arrangements, the Estate Planning Service market is positioned to experience sustained growth. Collaborations between legal professionals, financial advisors, and wealth managers are shaping this market by offering comprehensive solutions that cater to individual needs. In an era marked by intergenerational wealth transfer and an aging population, the Estate Planning Service market is pivotal in facilitating the responsible and effective management of assets and legacies.
This report aims to provide a comprehensive presentation of the global market for Estate Planning Service, with both quantitative and qualitative analysis, to help readers develop business/growth strategies, assess the market competitive situation, analyze their position in the current marketplace, and make informed business decisions regarding Estate Planning Service.
The Estate Planning Service market size, estimations, and forecasts are provided in terms of and revenue ($ millions), considering 2024 as the base year, with history and forecast data for the period from 2020 to 2031. This report segments the global Estate Planning Service market comprehensively. Regional market sizes, concerning products by Type, by Application, and by players, are also provided.
For a more in-depth understanding of the market, the report provides profiles of the competitive landscape, key competitors, and their respective market ranks. The report also discusses technological trends and new product developments.
The report will help the Estate Planning Service companies, new entrants, and industry chain related companies in this market with information on the revenues for the overall market and the sub-segments across the different segments, by company, by Type, by Application, and by regions.
Market Segmentation

Scope of Estate Planning Service Market Report

Report Metric Details
Report Name Estate Planning Service Market
Accounted market size in year US$ 4456 million
Forecasted market size in 2031 US$ 8391 million
CAGR 9.6%
Base Year year
Forecasted years 2025 - 2031
Segment by Type
Segment by Application
  • Married with Children
  • Blended Family
  • Single with Children
  • Others
By Region
  • North America (United States, Canada)
  • Europe (Germany, France, UK, Italy, Russia) Rest of Europe
  • Nordic Countries
  • Asia-Pacific (China, Japan, South Korea)
  • Southeast Asia (India, Australia)
  • Rest of Asia
  • Latin America (Mexico, Brazil)
  • Rest of Latin America
  • Middle East & Africa (Turkey, Saudi Arabia, UAE, Rest of MEA)
By Company Hurkan Sayman, Trust & Will, Mercer Advisors, Estate Planning Solutions(Holistic Estate Planning Solutions), Fidelity Wealth Services, Deepbridge Capital, Creative Planning, Mariner Wealth Advisors, LegalShield, Coastal Wealth Management, NerdWallet, Evelyn Partners, Perpetual Guardian, BNP Paribas Fortis, ArentFox Schiff, Charles Schwab, Downing, Redwood Financial, Northwestern Mutual, Legacy Assurance Plan, Servus Credit Unio, Homrich Berg, WealthCounse, Ingenious, St. James's Place, Vedder Price, Broadway Financial Planning, Shumaker, Thrivent, IOOF, Withum, Strategic Estate Planning Services, Key Retirement Solutions, Triple Point, WITHERS, Vanguard, Sun Life, Rosemont, Carson Wealth Management, EP Wealth Advisors, TIAA, KPMG
Forecast units USD million in value
Report coverage Revenue and volume forecast, company share, competitive landscape, growth factors and trends

Chapter Outline

  • Chapter 1: Introduces the report scope of the report, executive summary of different market segments (by Type, by Application, etc), including the market size of each market segment, future development potential, and so on. It offers a high-level view of the current state of the market and its likely evolution in the short to mid-term, and long term.
  • Chapter 2: Introduces executive summary of global market size, regional market size, this section also introduces the market dynamics, latest developments of the market, the driving factors and restrictive factors of the market, the challenges and risks faced by companies in the industry, and the analysis of relevant policies in the industry.
  • Chapter 3: Detailed analysis of Estate Planning Service company competitive landscape, revenue market share, latest development plan, merger, and acquisition information, etc.
  • Chapter 4: Provides the analysis of various market segments by Type, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.
  • Chapter 5: Provides the analysis of various market segments by Application, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.
  • Chapter 6, 7, 8, 9, 10: North America, Europe, Asia Pacific, Latin America, Middle East and Africa segment by country. It provides a quantitative analysis of the market size and development potential of each region and its main countries and introduces the market development, future development prospects, market space, and capacity of each country in the world.
  • Chapter 11: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product sales, revenue, price, gross margin, product introduction, recent development, etc.
  • Chapter 12: The main points and conclusions of the report.

FAQ for this report

How fast is Estate Planning Service Market growing?

Ans: The Estate Planning Service Market witnessing a CAGR of 9.6% during the forecast period 2025-2031.

What is the Estate Planning Service Market size in 2031?

Ans: The Estate Planning Service Market size in 2031 will be US$ 8391 million.

Who are the main players in the Estate Planning Service Market report?

Ans: The main players in the Estate Planning Service Market are Hurkan Sayman, Trust & Will, Mercer Advisors, Estate Planning Solutions(Holistic Estate Planning Solutions), Fidelity Wealth Services, Deepbridge Capital, Creative Planning, Mariner Wealth Advisors, LegalShield, Coastal Wealth Management, NerdWallet, Evelyn Partners, Perpetual Guardian, BNP Paribas Fortis, ArentFox Schiff, Charles Schwab, Downing, Redwood Financial, Northwestern Mutual, Legacy Assurance Plan, Servus Credit Unio, Homrich Berg, WealthCounse, Ingenious, St. James's Place, Vedder Price, Broadway Financial Planning, Shumaker, Thrivent, IOOF, Withum, Strategic Estate Planning Services, Key Retirement Solutions, Triple Point, WITHERS, Vanguard, Sun Life, Rosemont, Carson Wealth Management, EP Wealth Advisors, TIAA, KPMG

What are the Application segmentation covered in the Estate Planning Service Market report?

Ans: The Applications covered in the Estate Planning Service Market report are Married with Children, Blended Family, Single with Children, Others

What are the Type segmentation covered in the Estate Planning Service Market report?

Ans: The Types covered in the Estate Planning Service Market report are Wills, Will Trusts, Lifetime Trusts, Lasting Power of Attorney, Others

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1 Report Overview
1.1 Study Scope
1.2 Market Analysis by Type
1.2.1 Global Estate Planning Service Market Size Growth Rate by Type: 2020 VS 2024 VS 2031
1.2.2 Wills
1.2.3 Will Trusts
1.2.4 Lifetime Trusts
1.2.5 Lasting Power of Attorney
1.2.6 Others
1.3 Market by Application
1.3.1 Global Estate Planning Service Market Growth by Application: 2020 VS 2024 VS 2031
1.3.2 Married with Children
1.3.3 Blended Family
1.3.4 Single with Children
1.3.5 Others
1.4 Assumptions and Limitations
1.5 Study Objectives
1.6 Years Considered
2 Global Growth Trends
2.1 Global Estate Planning Service Market Perspective (2020-2031)
2.2 Global Estate Planning Service Growth Trends by Region
2.2.1 Global Estate Planning Service Market Size by Region: 2020 VS 2024 VS 2031
2.2.2 Estate Planning Service Historic Market Size by Region (2020-2025)
2.2.3 Estate Planning Service Forecasted Market Size by Region (2026-2031)
2.3 Estate Planning Service Market Dynamics
2.3.1 Estate Planning Service Industry Trends
2.3.2 Estate Planning Service Market Drivers
2.3.3 Estate Planning Service Market Challenges
2.3.4 Estate Planning Service Market Restraints
3 Competition Landscape by Key Players
3.1 Global Top Estate Planning Service Players by Revenue
3.1.1 Global Top Estate Planning Service Players by Revenue (2020-2025)
3.1.2 Global Estate Planning Service Revenue Market Share by Players (2020-2025)
3.2 Global Estate Planning Service Market Share by Company Type (Tier 1, Tier 2, and Tier 3)
3.3 Global Key Players Ranking by Estate Planning Service Revenue
3.4 Global Estate Planning Service Market Concentration Ratio
3.4.1 Global Estate Planning Service Market Concentration Ratio (CR5 and HHI)
3.4.2 Global Top 10 and Top 5 Companies by Estate Planning Service Revenue in 2024
3.5 Global Key Players of Estate Planning Service Head office and Area Served
3.6 Global Key Players of Estate Planning Service, Product and Application
3.7 Global Key Players of Estate Planning Service, Date of Enter into This Industry
3.8 Mergers & Acquisitions, Expansion Plans
4 Estate Planning Service Breakdown Data by Type
4.1 Global Estate Planning Service Historic Market Size by Type (2020-2025)
4.2 Global Estate Planning Service Forecasted Market Size by Type (2026-2031)
5 Estate Planning Service Breakdown Data by Application
5.1 Global Estate Planning Service Historic Market Size by Application (2020-2025)
5.2 Global Estate Planning Service Forecasted Market Size by Application (2026-2031)
6 North America
6.1 North America Estate Planning Service Market Size (2020-2031)
6.2 North America Estate Planning Service Market Growth Rate by Country: 2020 VS 2024 VS 2031
6.3 North America Estate Planning Service Market Size by Country (2020-2025)
6.4 North America Estate Planning Service Market Size by Country (2026-2031)
6.5 United States
6.6 Canada
7 Europe
7.1 Europe Estate Planning Service Market Size (2020-2031)
7.2 Europe Estate Planning Service Market Growth Rate by Country: 2020 VS 2024 VS 2031
7.3 Europe Estate Planning Service Market Size by Country (2020-2025)
7.4 Europe Estate Planning Service Market Size by Country (2026-2031)
7.5 Germany
7.6 France
7.7 U.K.
7.8 Italy
7.9 Russia
7.10 Nordic Countries
8 Asia-Pacific
8.1 Asia-Pacific Estate Planning Service Market Size (2020-2031)
8.2 Asia-Pacific Estate Planning Service Market Growth Rate by Region: 2020 VS 2024 VS 2031
8.3 Asia-Pacific Estate Planning Service Market Size by Region (2020-2025)
8.4 Asia-Pacific Estate Planning Service Market Size by Region (2026-2031)
8.5 China
8.6 Japan
8.7 South Korea
8.8 Southeast Asia
8.9 India
8.10 Australia
9 Latin America
9.1 Latin America Estate Planning Service Market Size (2020-2031)
9.2 Latin America Estate Planning Service Market Growth Rate by Country: 2020 VS 2024 VS 2031
9.3 Latin America Estate Planning Service Market Size by Country (2020-2025)
9.4 Latin America Estate Planning Service Market Size by Country (2026-2031)
9.5 Mexico
9.6 Brazil
10 Middle East & Africa
10.1 Middle East & Africa Estate Planning Service Market Size (2020-2031)
10.2 Middle East & Africa Estate Planning Service Market Growth Rate by Country: 2020 VS 2024 VS 2031
10.3 Middle East & Africa Estate Planning Service Market Size by Country (2020-2025)
10.4 Middle East & Africa Estate Planning Service Market Size by Country (2026-2031)
10.5 Turkey
10.6 Saudi Arabia
10.7 UAE
11 Key Players Profiles
11.1 Hurkan Sayman
11.1.1 Hurkan Sayman Company Details
11.1.2 Hurkan Sayman Business Overview
11.1.3 Hurkan Sayman Estate Planning Service Introduction
11.1.4 Hurkan Sayman Revenue in Estate Planning Service Business (2020-2025)
11.1.5 Hurkan Sayman Recent Development
11.2 Trust & Will
11.2.1 Trust & Will Company Details
11.2.2 Trust & Will Business Overview
11.2.3 Trust & Will Estate Planning Service Introduction
11.2.4 Trust & Will Revenue in Estate Planning Service Business (2020-2025)
11.2.5 Trust & Will Recent Development
11.3 Mercer Advisors
11.3.1 Mercer Advisors Company Details
11.3.2 Mercer Advisors Business Overview
11.3.3 Mercer Advisors Estate Planning Service Introduction
11.3.4 Mercer Advisors Revenue in Estate Planning Service Business (2020-2025)
11.3.5 Mercer Advisors Recent Development
11.4 Estate Planning Solutions(Holistic Estate Planning Solutions)
11.4.1 Estate Planning Solutions(Holistic Estate Planning Solutions) Company Details
11.4.2 Estate Planning Solutions(Holistic Estate Planning Solutions) Business Overview
11.4.3 Estate Planning Solutions(Holistic Estate Planning Solutions) Estate Planning Service Introduction
11.4.4 Estate Planning Solutions(Holistic Estate Planning Solutions) Revenue in Estate Planning Service Business (2020-2025)
11.4.5 Estate Planning Solutions(Holistic Estate Planning Solutions) Recent Development
11.5 Fidelity Wealth Services
11.5.1 Fidelity Wealth Services Company Details
11.5.2 Fidelity Wealth Services Business Overview
11.5.3 Fidelity Wealth Services Estate Planning Service Introduction
11.5.4 Fidelity Wealth Services Revenue in Estate Planning Service Business (2020-2025)
11.5.5 Fidelity Wealth Services Recent Development
11.6 Deepbridge Capital
11.6.1 Deepbridge Capital Company Details
11.6.2 Deepbridge Capital Business Overview
11.6.3 Deepbridge Capital Estate Planning Service Introduction
11.6.4 Deepbridge Capital Revenue in Estate Planning Service Business (2020-2025)
11.6.5 Deepbridge Capital Recent Development
11.7 Creative Planning
11.7.1 Creative Planning Company Details
11.7.2 Creative Planning Business Overview
11.7.3 Creative Planning Estate Planning Service Introduction
11.7.4 Creative Planning Revenue in Estate Planning Service Business (2020-2025)
11.7.5 Creative Planning Recent Development
11.8 Mariner Wealth Advisors
11.8.1 Mariner Wealth Advisors Company Details
11.8.2 Mariner Wealth Advisors Business Overview
11.8.3 Mariner Wealth Advisors Estate Planning Service Introduction
11.8.4 Mariner Wealth Advisors Revenue in Estate Planning Service Business (2020-2025)
11.8.5 Mariner Wealth Advisors Recent Development
11.9 LegalShield
11.9.1 LegalShield Company Details
11.9.2 LegalShield Business Overview
11.9.3 LegalShield Estate Planning Service Introduction
11.9.4 LegalShield Revenue in Estate Planning Service Business (2020-2025)
11.9.5 LegalShield Recent Development
11.10 Coastal Wealth Management
11.10.1 Coastal Wealth Management Company Details
11.10.2 Coastal Wealth Management Business Overview
11.10.3 Coastal Wealth Management Estate Planning Service Introduction
11.10.4 Coastal Wealth Management Revenue in Estate Planning Service Business (2020-2025)
11.10.5 Coastal Wealth Management Recent Development
11.11 NerdWallet
11.11.1 NerdWallet Company Details
11.11.2 NerdWallet Business Overview
11.11.3 NerdWallet Estate Planning Service Introduction
11.11.4 NerdWallet Revenue in Estate Planning Service Business (2020-2025)
11.11.5 NerdWallet Recent Development
11.12 Evelyn Partners
11.12.1 Evelyn Partners Company Details
11.12.2 Evelyn Partners Business Overview
11.12.3 Evelyn Partners Estate Planning Service Introduction
11.12.4 Evelyn Partners Revenue in Estate Planning Service Business (2020-2025)
11.12.5 Evelyn Partners Recent Development
11.13 Perpetual Guardian
11.13.1 Perpetual Guardian Company Details
11.13.2 Perpetual Guardian Business Overview
11.13.3 Perpetual Guardian Estate Planning Service Introduction
11.13.4 Perpetual Guardian Revenue in Estate Planning Service Business (2020-2025)
11.13.5 Perpetual Guardian Recent Development
11.14 BNP Paribas Fortis
11.14.1 BNP Paribas Fortis Company Details
11.14.2 BNP Paribas Fortis Business Overview
11.14.3 BNP Paribas Fortis Estate Planning Service Introduction
11.14.4 BNP Paribas Fortis Revenue in Estate Planning Service Business (2020-2025)
11.14.5 BNP Paribas Fortis Recent Development
11.15 ArentFox Schiff
11.15.1 ArentFox Schiff Company Details
11.15.2 ArentFox Schiff Business Overview
11.15.3 ArentFox Schiff Estate Planning Service Introduction
11.15.4 ArentFox Schiff Revenue in Estate Planning Service Business (2020-2025)
11.15.5 ArentFox Schiff Recent Development
11.16 Charles Schwab
11.16.1 Charles Schwab Company Details
11.16.2 Charles Schwab Business Overview
11.16.3 Charles Schwab Estate Planning Service Introduction
11.16.4 Charles Schwab Revenue in Estate Planning Service Business (2020-2025)
11.16.5 Charles Schwab Recent Development
11.17 Downing
11.17.1 Downing Company Details
11.17.2 Downing Business Overview
11.17.3 Downing Estate Planning Service Introduction
11.17.4 Downing Revenue in Estate Planning Service Business (2020-2025)
11.17.5 Downing Recent Development
11.18 Redwood Financial
11.18.1 Redwood Financial Company Details
11.18.2 Redwood Financial Business Overview
11.18.3 Redwood Financial Estate Planning Service Introduction
11.18.4 Redwood Financial Revenue in Estate Planning Service Business (2020-2025)
11.18.5 Redwood Financial Recent Development
11.19 Northwestern Mutual
11.19.1 Northwestern Mutual Company Details
11.19.2 Northwestern Mutual Business Overview
11.19.3 Northwestern Mutual Estate Planning Service Introduction
11.19.4 Northwestern Mutual Revenue in Estate Planning Service Business (2020-2025)
11.19.5 Northwestern Mutual Recent Development
11.20 Legacy Assurance Plan
11.20.1 Legacy Assurance Plan Company Details
11.20.2 Legacy Assurance Plan Business Overview
11.20.3 Legacy Assurance Plan Estate Planning Service Introduction
11.20.4 Legacy Assurance Plan Revenue in Estate Planning Service Business (2020-2025)
11.20.5 Legacy Assurance Plan Recent Development
11.21 Servus Credit Unio
11.21.1 Servus Credit Unio Company Details
11.21.2 Servus Credit Unio Business Overview
11.21.3 Servus Credit Unio Estate Planning Service Introduction
11.21.4 Servus Credit Unio Revenue in Estate Planning Service Business (2020-2025)
11.21.5 Servus Credit Unio Recent Development
11.22 Homrich Berg
11.22.1 Homrich Berg Company Details
11.22.2 Homrich Berg Business Overview
11.22.3 Homrich Berg Estate Planning Service Introduction
11.22.4 Homrich Berg Revenue in Estate Planning Service Business (2020-2025)
11.22.5 Homrich Berg Recent Development
11.23 WealthCounse
11.23.1 WealthCounse Company Details
11.23.2 WealthCounse Business Overview
11.23.3 WealthCounse Estate Planning Service Introduction
11.23.4 WealthCounse Revenue in Estate Planning Service Business (2020-2025)
11.23.5 WealthCounse Recent Development
11.24 Ingenious
11.24.1 Ingenious Company Details
11.24.2 Ingenious Business Overview
11.24.3 Ingenious Estate Planning Service Introduction
11.24.4 Ingenious Revenue in Estate Planning Service Business (2020-2025)
11.24.5 Ingenious Recent Development
11.25 St. James's Place
11.25.1 St. James's Place Company Details
11.25.2 St. James's Place Business Overview
11.25.3 St. James's Place Estate Planning Service Introduction
11.25.4 St. James's Place Revenue in Estate Planning Service Business (2020-2025)
11.25.5 St. James's Place Recent Development
11.26 Vedder Price
11.26.1 Vedder Price Company Details
11.26.2 Vedder Price Business Overview
11.26.3 Vedder Price Estate Planning Service Introduction
11.26.4 Vedder Price Revenue in Estate Planning Service Business (2020-2025)
11.26.5 Vedder Price Recent Development
11.27 Broadway Financial Planning
11.27.1 Broadway Financial Planning Company Details
11.27.2 Broadway Financial Planning Business Overview
11.27.3 Broadway Financial Planning Estate Planning Service Introduction
11.27.4 Broadway Financial Planning Revenue in Estate Planning Service Business (2020-2025)
11.27.5 Broadway Financial Planning Recent Development
11.28 Shumaker
11.28.1 Shumaker Company Details
11.28.2 Shumaker Business Overview
11.28.3 Shumaker Estate Planning Service Introduction
11.28.4 Shumaker Revenue in Estate Planning Service Business (2020-2025)
11.28.5 Shumaker Recent Development
11.29 Thrivent
11.29.1 Thrivent Company Details
11.29.2 Thrivent Business Overview
11.29.3 Thrivent Estate Planning Service Introduction
11.29.4 Thrivent Revenue in Estate Planning Service Business (2020-2025)
11.29.5 Thrivent Recent Development
11.30 IOOF
11.30.1 IOOF Company Details
11.30.2 IOOF Business Overview
11.30.3 IOOF Estate Planning Service Introduction
11.30.4 IOOF Revenue in Estate Planning Service Business (2020-2025)
11.30.5 IOOF Recent Development
11.31 Withum
11.31.1 Withum Company Details
11.31.2 Withum Business Overview
11.31.3 Withum Estate Planning Service Introduction
11.31.4 Withum Revenue in Estate Planning Service Business (2020-2025)
11.31.5 Withum Recent Development
11.32 Strategic Estate Planning Services
11.32.1 Strategic Estate Planning Services Company Details
11.32.2 Strategic Estate Planning Services Business Overview
11.32.3 Strategic Estate Planning Services Estate Planning Service Introduction
11.32.4 Strategic Estate Planning Services Revenue in Estate Planning Service Business (2020-2025)
11.32.5 Strategic Estate Planning Services Recent Development
11.33 Key Retirement Solutions
11.33.1 Key Retirement Solutions Company Details
11.33.2 Key Retirement Solutions Business Overview
11.33.3 Key Retirement Solutions Estate Planning Service Introduction
11.33.4 Key Retirement Solutions Revenue in Estate Planning Service Business (2020-2025)
11.33.5 Key Retirement Solutions Recent Development
11.34 Triple Point
11.34.1 Triple Point Company Details
11.34.2 Triple Point Business Overview
11.34.3 Triple Point Estate Planning Service Introduction
11.34.4 Triple Point Revenue in Estate Planning Service Business (2020-2025)
11.34.5 Triple Point Recent Development
11.35 WITHERS
11.35.1 WITHERS Company Details
11.35.2 WITHERS Business Overview
11.35.3 WITHERS Estate Planning Service Introduction
11.35.4 WITHERS Revenue in Estate Planning Service Business (2020-2025)
11.35.5 WITHERS Recent Development
11.36 Vanguard
11.36.1 Vanguard Company Details
11.36.2 Vanguard Business Overview
11.36.3 Vanguard Estate Planning Service Introduction
11.36.4 Vanguard Revenue in Estate Planning Service Business (2020-2025)
11.36.5 Vanguard Recent Development
11.37 Sun Life
11.37.1 Sun Life Company Details
11.37.2 Sun Life Business Overview
11.37.3 Sun Life Estate Planning Service Introduction
11.37.4 Sun Life Revenue in Estate Planning Service Business (2020-2025)
11.37.5 Sun Life Recent Development
11.38 Rosemont
11.38.1 Rosemont Company Details
11.38.2 Rosemont Business Overview
11.38.3 Rosemont Estate Planning Service Introduction
11.38.4 Rosemont Revenue in Estate Planning Service Business (2020-2025)
11.38.5 Rosemont Recent Development
11.39 Carson Wealth Management
11.39.1 Carson Wealth Management Company Details
11.39.2 Carson Wealth Management Business Overview
11.39.3 Carson Wealth Management Estate Planning Service Introduction
11.39.4 Carson Wealth Management Revenue in Estate Planning Service Business (2020-2025)
11.39.5 Carson Wealth Management Recent Development
11.40 EP Wealth Advisors
11.40.1 EP Wealth Advisors Company Details
11.40.2 EP Wealth Advisors Business Overview
11.40.3 EP Wealth Advisors Estate Planning Service Introduction
11.40.4 EP Wealth Advisors Revenue in Estate Planning Service Business (2020-2025)
11.40.5 EP Wealth Advisors Recent Development
12 Analyst's Viewpoints/Conclusions
13 Appendix
13.1 Research Methodology
13.1.1 Methodology/Research Approach
13.1.1.1 Research Programs/Design
13.1.1.2 Market Size Estimation
13.1.1.3 Market Breakdown and Data Triangulation
13.1.2 Data Source
13.1.2.1 Secondary Sources
13.1.2.2 Primary Sources
13.2 Author Details
13.3 Disclaimer
FEATURED COMPANIES
Trust & Will
Mercer Advisors
LegalShield
NerdWallet
Evelyn Partners
Charles Schwab
Northwestern Mutual
Ingenious
Withum
Triple Point
Vanguard
Sun Life
Hurkan Sayman
Estate Planning Solutions(Holistic Estate Planning Solutions)
Fidelity Wealth Services
Deepbridge Capital
Creative Planning
Mariner Wealth Advisors
Coastal Wealth Management
Perpetual Guardian
BNP Paribas Fortis
ArentFox Schiff
Downing
Redwood Financial
Legacy Assurance Plan
Servus Credit Unio
Homrich Berg
WealthCounse
St. James's Place
Vedder Price
Broadway Financial Planning
Shumaker
Thrivent
IOOF
Strategic Estate Planning Services
Key Retirement Solutions
WITHERS
Rosemont
Carson Wealth Management
EP Wealth Advisors
TIAA
KPMG
List of Tables
 Table 1. Global Estate Planning Service Market Size Growth Rate by Type (US$ Million): 2020 VS 2024 VS 2031
 Table 2. Key Players of Wills
 Table 3. Key Players of Will Trusts
 Table 4. Key Players of Lifetime Trusts
 Table 5. Key Players of Lasting Power of Attorney
 Table 6. Key Players of Others
 Table 7. Global Estate Planning Service Market Size Growth by Application (US$ Million): 2020 VS 2024 VS 2031
 Table 8. Global Estate Planning Service Market Size by Region (US$ Million): 2020 VS 2024 VS 2031
 Table 9. Global Estate Planning Service Market Size by Region (2020-2025) & (US$ Million)
 Table 10. Global Estate Planning Service Market Share by Region (2020-2025)
 Table 11. Global Estate Planning Service Forecasted Market Size by Region (2026-2031) & (US$ Million)
 Table 12. Global Estate Planning Service Market Share by Region (2026-2031)
 Table 13. Estate Planning Service Market Trends
 Table 14. Estate Planning Service Market Drivers
 Table 15. Estate Planning Service Market Challenges
 Table 16. Estate Planning Service Market Restraints
 Table 17. Global Estate Planning Service Revenue by Players (2020-2025) & (US$ Million)
 Table 18. Global Estate Planning Service Market Share by Players (2020-2025)
 Table 19. Global Top Estate Planning Service Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Estate Planning Service as of 2024)
 Table 20. Ranking of Global Top Estate Planning Service Companies by Revenue (US$ Million) in 2024
 Table 21. Global 5 Largest Players Market Share by Estate Planning Service Revenue (CR5 and HHI) & (2020-2025)
 Table 22. Global Key Players of Estate Planning Service, Headquarters and Area Served
 Table 23. Global Key Players of Estate Planning Service, Product and Application
 Table 24. Global Key Players of Estate Planning Service, Date of Enter into This Industry
 Table 25. Mergers & Acquisitions, Expansion Plans
 Table 26. Global Estate Planning Service Market Size by Type (2020-2025) & (US$ Million)
 Table 27. Global Estate Planning Service Revenue Market Share by Type (2020-2025)
 Table 28. Global Estate Planning Service Forecasted Market Size by Type (2026-2031) & (US$ Million)
 Table 29. Global Estate Planning Service Revenue Market Share by Type (2026-2031)
 Table 30. Global Estate Planning Service Market Size by Application (2020-2025) & (US$ Million)
 Table 31. Global Estate Planning Service Revenue Market Share by Application (2020-2025)
 Table 32. Global Estate Planning Service Forecasted Market Size by Application (2026-2031) & (US$ Million)
 Table 33. Global Estate Planning Service Revenue Market Share by Application (2026-2031)
 Table 34. North America Estate Planning Service Market Size Growth Rate by Country (US$ Million): 2020 VS 2024 VS 2031
 Table 35. North America Estate Planning Service Market Size by Country (2020-2025) & (US$ Million)
 Table 36. North America Estate Planning Service Market Size by Country (2026-2031) & (US$ Million)
 Table 37. Europe Estate Planning Service Market Size Growth Rate by Country (US$ Million): 2020 VS 2024 VS 2031
 Table 38. Europe Estate Planning Service Market Size by Country (2020-2025) & (US$ Million)
 Table 39. Europe Estate Planning Service Market Size by Country (2026-2031) & (US$ Million)
 Table 40. Asia-Pacific Estate Planning Service Market Size Growth Rate by Region (US$ Million): 2020 VS 2024 VS 2031
 Table 41. Asia-Pacific Estate Planning Service Market Size by Region (2020-2025) & (US$ Million)
 Table 42. Asia-Pacific Estate Planning Service Market Size by Region (2026-2031) & (US$ Million)
 Table 43. Latin America Estate Planning Service Market Size Growth Rate by Country (US$ Million): 2020 VS 2024 VS 2031
 Table 44. Latin America Estate Planning Service Market Size by Country (2020-2025) & (US$ Million)
 Table 45. Latin America Estate Planning Service Market Size by Country (2026-2031) & (US$ Million)
 Table 46. Middle East & Africa Estate Planning Service Market Size Growth Rate by Country (US$ Million): 2020 VS 2024 VS 2031
 Table 47. Middle East & Africa Estate Planning Service Market Size by Country (2020-2025) & (US$ Million)
 Table 48. Middle East & Africa Estate Planning Service Market Size by Country (2026-2031) & (US$ Million)
 Table 49. Hurkan Sayman Company Details
 Table 50. Hurkan Sayman Business Overview
 Table 51. Hurkan Sayman Estate Planning Service Product
 Table 52. Hurkan Sayman Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 53. Hurkan Sayman Recent Development
 Table 54. Trust & Will Company Details
 Table 55. Trust & Will Business Overview
 Table 56. Trust & Will Estate Planning Service Product
 Table 57. Trust & Will Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 58. Trust & Will Recent Development
 Table 59. Mercer Advisors Company Details
 Table 60. Mercer Advisors Business Overview
 Table 61. Mercer Advisors Estate Planning Service Product
 Table 62. Mercer Advisors Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 63. Mercer Advisors Recent Development
 Table 64. Estate Planning Solutions(Holistic Estate Planning Solutions) Company Details
 Table 65. Estate Planning Solutions(Holistic Estate Planning Solutions) Business Overview
 Table 66. Estate Planning Solutions(Holistic Estate Planning Solutions) Estate Planning Service Product
 Table 67. Estate Planning Solutions(Holistic Estate Planning Solutions) Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 68. Estate Planning Solutions(Holistic Estate Planning Solutions) Recent Development
 Table 69. Fidelity Wealth Services Company Details
 Table 70. Fidelity Wealth Services Business Overview
 Table 71. Fidelity Wealth Services Estate Planning Service Product
 Table 72. Fidelity Wealth Services Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 73. Fidelity Wealth Services Recent Development
 Table 74. Deepbridge Capital Company Details
 Table 75. Deepbridge Capital Business Overview
 Table 76. Deepbridge Capital Estate Planning Service Product
 Table 77. Deepbridge Capital Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 78. Deepbridge Capital Recent Development
 Table 79. Creative Planning Company Details
 Table 80. Creative Planning Business Overview
 Table 81. Creative Planning Estate Planning Service Product
 Table 82. Creative Planning Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 83. Creative Planning Recent Development
 Table 84. Mariner Wealth Advisors Company Details
 Table 85. Mariner Wealth Advisors Business Overview
 Table 86. Mariner Wealth Advisors Estate Planning Service Product
 Table 87. Mariner Wealth Advisors Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 88. Mariner Wealth Advisors Recent Development
 Table 89. LegalShield Company Details
 Table 90. LegalShield Business Overview
 Table 91. LegalShield Estate Planning Service Product
 Table 92. LegalShield Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 93. LegalShield Recent Development
 Table 94. Coastal Wealth Management Company Details
 Table 95. Coastal Wealth Management Business Overview
 Table 96. Coastal Wealth Management Estate Planning Service Product
 Table 97. Coastal Wealth Management Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 98. Coastal Wealth Management Recent Development
 Table 99. NerdWallet Company Details
 Table 100. NerdWallet Business Overview
 Table 101. NerdWallet Estate Planning Service Product
 Table 102. NerdWallet Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 103. NerdWallet Recent Development
 Table 104. Evelyn Partners Company Details
 Table 105. Evelyn Partners Business Overview
 Table 106. Evelyn Partners Estate Planning Service Product
 Table 107. Evelyn Partners Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 108. Evelyn Partners Recent Development
 Table 109. Perpetual Guardian Company Details
 Table 110. Perpetual Guardian Business Overview
 Table 111. Perpetual Guardian Estate Planning Service Product
 Table 112. Perpetual Guardian Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 113. Perpetual Guardian Recent Development
 Table 114. BNP Paribas Fortis Company Details
 Table 115. BNP Paribas Fortis Business Overview
 Table 116. BNP Paribas Fortis Estate Planning Service Product
 Table 117. BNP Paribas Fortis Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 118. BNP Paribas Fortis Recent Development
 Table 119. ArentFox Schiff Company Details
 Table 120. ArentFox Schiff Business Overview
 Table 121. ArentFox Schiff Estate Planning Service Product
 Table 122. ArentFox Schiff Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 123. ArentFox Schiff Recent Development
 Table 124. Charles Schwab Company Details
 Table 125. Charles Schwab Business Overview
 Table 126. Charles Schwab Estate Planning Service Product
 Table 127. Charles Schwab Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 128. Charles Schwab Recent Development
 Table 129. Downing Company Details
 Table 130. Downing Business Overview
 Table 131. Downing Estate Planning Service Product
 Table 132. Downing Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 133. Downing Recent Development
 Table 134. Redwood Financial Company Details
 Table 135. Redwood Financial Business Overview
 Table 136. Redwood Financial Estate Planning Service Product
 Table 137. Redwood Financial Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 138. Redwood Financial Recent Development
 Table 139. Northwestern Mutual Company Details
 Table 140. Northwestern Mutual Business Overview
 Table 141. Northwestern Mutual Estate Planning Service Product
 Table 142. Northwestern Mutual Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 143. Northwestern Mutual Recent Development
 Table 144. Legacy Assurance Plan Company Details
 Table 145. Legacy Assurance Plan Business Overview
 Table 146. Legacy Assurance Plan Estate Planning Service Product
 Table 147. Legacy Assurance Plan Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 148. Legacy Assurance Plan Recent Development
 Table 149. Servus Credit Unio Company Details
 Table 150. Servus Credit Unio Business Overview
 Table 151. Servus Credit Unio Estate Planning Service Product
 Table 152. Servus Credit Unio Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 153. Servus Credit Unio Recent Development
 Table 154. Homrich Berg Company Details
 Table 155. Homrich Berg Business Overview
 Table 156. Homrich Berg Estate Planning Service Product
 Table 157. Homrich Berg Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 158. Homrich Berg Recent Development
 Table 159. WealthCounse Company Details
 Table 160. WealthCounse Business Overview
 Table 161. WealthCounse Estate Planning Service Product
 Table 162. WealthCounse Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 163. WealthCounse Recent Development
 Table 164. Ingenious Company Details
 Table 165. Ingenious Business Overview
 Table 166. Ingenious Estate Planning Service Product
 Table 167. Ingenious Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 168. Ingenious Recent Development
 Table 169. St. James's Place Company Details
 Table 170. St. James's Place Business Overview
 Table 171. St. James's Place Estate Planning Service Product
 Table 172. St. James's Place Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 173. St. James's Place Recent Development
 Table 174. Vedder Price Company Details
 Table 175. Vedder Price Business Overview
 Table 176. Vedder Price Estate Planning Service Product
 Table 177. Vedder Price Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 178. Vedder Price Recent Development
 Table 179. Broadway Financial Planning Company Details
 Table 180. Broadway Financial Planning Business Overview
 Table 181. Broadway Financial Planning Estate Planning Service Product
 Table 182. Broadway Financial Planning Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 183. Broadway Financial Planning Recent Development
 Table 184. Shumaker Company Details
 Table 185. Shumaker Business Overview
 Table 186. Shumaker Estate Planning Service Product
 Table 187. Shumaker Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 188. Shumaker Recent Development
 Table 189. Thrivent Company Details
 Table 190. Thrivent Business Overview
 Table 191. Thrivent Estate Planning Service Product
 Table 192. Thrivent Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 193. Thrivent Recent Development
 Table 194. IOOF Company Details
 Table 195. IOOF Business Overview
 Table 196. IOOF Estate Planning Service Product
 Table 197. IOOF Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 198. IOOF Recent Development
 Table 199. Withum Company Details
 Table 200. Withum Business Overview
 Table 201. Withum Estate Planning Service Product
 Table 202. Withum Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 203. Withum Recent Development
 Table 204. Strategic Estate Planning Services Company Details
 Table 205. Strategic Estate Planning Services Business Overview
 Table 206. Strategic Estate Planning Services Estate Planning Service Product
 Table 207. Strategic Estate Planning Services Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 208. Strategic Estate Planning Services Recent Development
 Table 209. Key Retirement Solutions Company Details
 Table 210. Key Retirement Solutions Business Overview
 Table 211. Key Retirement Solutions Estate Planning Service Product
 Table 212. Key Retirement Solutions Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 213. Key Retirement Solutions Recent Development
 Table 214. Triple Point Company Details
 Table 215. Triple Point Business Overview
 Table 216. Triple Point Estate Planning Service Product
 Table 217. Triple Point Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 218. Triple Point Recent Development
 Table 219. WITHERS Company Details
 Table 220. WITHERS Business Overview
 Table 221. WITHERS Estate Planning Service Product
 Table 222. WITHERS Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 223. WITHERS Recent Development
 Table 224. Vanguard Company Details
 Table 225. Vanguard Business Overview
 Table 226. Vanguard Estate Planning Service Product
 Table 227. Vanguard Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 228. Vanguard Recent Development
 Table 229. Sun Life Company Details
 Table 230. Sun Life Business Overview
 Table 231. Sun Life Estate Planning Service Product
 Table 232. Sun Life Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 233. Sun Life Recent Development
 Table 234. Rosemont Company Details
 Table 235. Rosemont Business Overview
 Table 236. Rosemont Estate Planning Service Product
 Table 237. Rosemont Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 238. Rosemont Recent Development
 Table 239. Carson Wealth Management Company Details
 Table 240. Carson Wealth Management Business Overview
 Table 241. Carson Wealth Management Estate Planning Service Product
 Table 242. Carson Wealth Management Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 243. Carson Wealth Management Recent Development
 Table 244. EP Wealth Advisors Company Details
 Table 245. EP Wealth Advisors Business Overview
 Table 246. EP Wealth Advisors Estate Planning Service Product
 Table 247. EP Wealth Advisors Revenue in Estate Planning Service Business (2020-2025) & (US$ Million)
 Table 248. EP Wealth Advisors Recent Development
 Table 249. Research Programs/Design for This Report
 Table 250. Key Data Information from Secondary Sources
 Table 251. Key Data Information from Primary Sources
 Table 252. Authors List of This Report


List of Figures
 Figure 1. Estate Planning Service Picture
 Figure 2. Global Estate Planning Service Market Size Comparison by Type (2020-2031) & (US$ Million)
 Figure 3. Global Estate Planning Service Market Share by Type: 2024 VS 2031
 Figure 4. Wills Features
 Figure 5. Will Trusts Features
 Figure 6. Lifetime Trusts Features
 Figure 7. Lasting Power of Attorney Features
 Figure 8. Others Features
 Figure 9. Global Estate Planning Service Market Size by Application (2020-2031) & (US$ Million)
 Figure 10. Global Estate Planning Service Market Share by Application: 2024 VS 2031
 Figure 11. Married with Children Case Studies
 Figure 12. Blended Family Case Studies
 Figure 13. Single with Children Case Studies
 Figure 14. Others Case Studies
 Figure 15. Estate Planning Service Report Years Considered
 Figure 16. Global Estate Planning Service Market Size (US$ Million), Year-over-Year: 2020-2031
 Figure 17. Global Estate Planning Service Market Size, (US$ Million), 2020 VS 2024 VS 2031
 Figure 18. Global Estate Planning Service Market Share by Region: 2024 VS 2031
 Figure 19. Global Estate Planning Service Market Share by Players in 2024
 Figure 20. Global Top Estate Planning Service Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Estate Planning Service as of 2024)
 Figure 21. The Top 10 and 5 Players Market Share by Estate Planning Service Revenue in 2024
 Figure 22. North America Estate Planning Service Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 23. North America Estate Planning Service Market Share by Country (2020-2031)
 Figure 24. United States Estate Planning Service Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 25. Canada Estate Planning Service Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 26. Europe Estate Planning Service Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 27. Europe Estate Planning Service Market Share by Country (2020-2031)
 Figure 28. Germany Estate Planning Service Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 29. France Estate Planning Service Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 30. U.K. Estate Planning Service Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 31. Italy Estate Planning Service Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 32. Russia Estate Planning Service Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 33. Nordic Countries Estate Planning Service Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 34. Asia-Pacific Estate Planning Service Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 35. Asia-Pacific Estate Planning Service Market Share by Region (2020-2031)
 Figure 36. China Estate Planning Service Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 37. Japan Estate Planning Service Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 38. South Korea Estate Planning Service Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 39. Southeast Asia Estate Planning Service Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 40. India Estate Planning Service Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 41. Australia Estate Planning Service Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 42. Latin America Estate Planning Service Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 43. Latin America Estate Planning Service Market Share by Country (2020-2031)
 Figure 44. Mexico Estate Planning Service Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 45. Brazil Estate Planning Service Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 46. Middle East & Africa Estate Planning Service Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 47. Middle East & Africa Estate Planning Service Market Share by Country (2020-2031)
 Figure 48. Turkey Estate Planning Service Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 49. Saudi Arabia Estate Planning Service Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 50. UAE Estate Planning Service Market Size YoY Growth (2020-2031) & (US$ Million)
 Figure 51. Hurkan Sayman Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 52. Trust & Will Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 53. Mercer Advisors Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 54. Estate Planning Solutions(Holistic Estate Planning Solutions) Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 55. Fidelity Wealth Services Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 56. Deepbridge Capital Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 57. Creative Planning Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 58. Mariner Wealth Advisors Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 59. LegalShield Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 60. Coastal Wealth Management Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 61. NerdWallet Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 62. Evelyn Partners Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 63. Perpetual Guardian Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 64. BNP Paribas Fortis Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 65. ArentFox Schiff Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 66. Charles Schwab Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 67. Downing Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 68. Redwood Financial Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 69. Northwestern Mutual Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 70. Legacy Assurance Plan Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 71. Servus Credit Unio Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 72. Homrich Berg Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 73. WealthCounse Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 74. Ingenious Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 75. St. James's Place Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 76. Vedder Price Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 77. Broadway Financial Planning Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 78. Shumaker Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 79. Thrivent Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 80. IOOF Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 81. Withum Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 82. Strategic Estate Planning Services Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 83. Key Retirement Solutions Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 84. Triple Point Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 85. WITHERS Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 86. Vanguard Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 87. Sun Life Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 88. Rosemont Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 89. Carson Wealth Management Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 90. EP Wealth Advisors Revenue Growth Rate in Estate Planning Service Business (2020-2025)
 Figure 91. Bottom-up and Top-down Approaches for This Report
 Figure 92. Data Triangulation
 Figure 93. Key Executives Interviewed
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