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Global Estate Planning Services Market Research Report 2025

Published Date: March 2025

Report Code: QYRE-Auto-6X19362

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Global Estate Planning Services Market Research Report 2025

Code: QYRE-Auto-6X19362

Report

March 2025

Pages:94

QYResearch

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DESCRIPTION

TABLE OF CONTENT

TABLES & FIGURES

Estate Planning Services Market Size

The global market for Estate Planning Services was valued at US$ 325 million in the year 2024 and is projected to reach a revised size of US$ 535 million by 2031, growing at a CAGR of 6.2% during the forecast period.

Estate Planning Services Market

Estate planning services refer to helping individuals or families arrange their assets reasonably during their lifetime through professional legal, financial and tax planning, ensuring that after their death, the property can be efficiently and smoothly transferred to heirs or other beneficiaries in accordance with their wishes, while minimizing tax burdens, legal disputes and other potential problems.

North American market for Estate Planning Services is estimated to increase from $ million in 2024 to reach $ million by 2031, at a CAGR of % during the forecast period of 2025 through 2031.

Asia-Pacific market for Estate Planning Services is estimated to increase from $ million in 2024 to reach $ million by 2031, at a CAGR of % during the forecast period of 2025 through 2031.

The global market for Estate Planning Services in Online Planning is estimated to increase from $ million in 2024 to $ million by 2031, at a CAGR of % during the forecast period of 2025 through 2031.

The major global companies of Estate Planning Services include Estate Planning Solutions, Creative Planning, Mariner Wealth Advisors, Trust & Will, WealthCounsel, Clark Hill, ClearEstate, Vedder Price, Commerce Trust, Allworth Financial, etc. In 2024, the world's top three vendors accounted for approximately % of the revenue.

This report aims to provide a comprehensive presentation of the global market for Estate Planning Services, 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 Services.

The Estate Planning Services 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 Services 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 Services 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 Services Market Report

Report Metric	Details
Report Name	Estate Planning Services Market
Accounted market size in year	US$ 325 million
Forecasted market size in 2031	US$ 535 million
CAGR	6.2%
Base Year	year
Forecasted years	2025 - 2031
Segment by Type	Wills Trusts Power of Attorney Others
Segment by Application	Online Planning Offline Planning
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	Estate Planning Solutions, Creative Planning, Mariner Wealth Advisors, Trust & Will, WealthCounsel, Clark Hill, ClearEstate, Vedder Price, Commerce Trust, Allworth Financial, PreceptsGroup International, Fidelity Estate Planner, ePIC Services Company, EP Wealth Advisors, TCG Advisors, RBC Wealth Management, Peak Trust Company, First Bank and Trust, Lewis Rice LLC, Edward Jones
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 Services 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 Services Market growing?

Ans: The Estate Planning Services Market witnessing a CAGR of 6.2% during the forecast period 2025-2031.

What is the Estate Planning Services Market size in 2031?

Ans: The Estate Planning Services Market size in 2031 will be US$ 535 million.

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

Ans: The main players in the Estate Planning Services Market are Estate Planning Solutions, Creative Planning, Mariner Wealth Advisors, Trust & Will, WealthCounsel, Clark Hill, ClearEstate, Vedder Price, Commerce Trust, Allworth Financial, PreceptsGroup International, Fidelity Estate Planner, ePIC Services Company, EP Wealth Advisors, TCG Advisors, RBC Wealth Management, Peak Trust Company, First Bank and Trust, Lewis Rice LLC, Edward Jones

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

Ans: The Applications covered in the Estate Planning Services Market report are Online Planning, Offline Planning

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

Ans: The Types covered in the Estate Planning Services Market report are Wills, Trusts, Power of Attorney, Others

1 Report Overview

1.1 Study Scope

1.2 Market Analysis by Type

1.2.1 Global Estate Planning Services Market Size Growth Rate by Type: 2020 VS 2024 VS 2031

1.2.2 Wills

1.2.3 Trusts

1.2.4 Power of Attorney

1.2.5 Others

1.3 Market by Application

1.3.1 Global Estate Planning Services Market Growth by Application: 2020 VS 2024 VS 2031

1.3.2 Online Planning

1.3.3 Offline Planning

1.4 Assumptions and Limitations

1.5 Study Objectives

1.6 Years Considered

2 Global Growth Trends

2.1 Global Estate Planning Services Market Perspective (2020-2031)

2.2 Global Estate Planning Services Growth Trends by Region

2.2.1 Global Estate Planning Services Market Size by Region: 2020 VS 2024 VS 2031

2.2.2 Estate Planning Services Historic Market Size by Region (2020-2025)

2.2.3 Estate Planning Services Forecasted Market Size by Region (2026-2031)

2.3 Estate Planning Services Market Dynamics

2.3.1 Estate Planning Services Industry Trends

2.3.2 Estate Planning Services Market Drivers

2.3.3 Estate Planning Services Market Challenges

2.3.4 Estate Planning Services Market Restraints

3 Competition Landscape by Key Players

3.1 Global Top Estate Planning Services Players by Revenue

3.1.1 Global Top Estate Planning Services Players by Revenue (2020-2025)

3.1.2 Global Estate Planning Services Revenue Market Share by Players (2020-2025)

3.2 Global Top Estate Planning Services Players by Company Type and Market Share by Company Type (Tier 1, Tier 2, and Tier 3)

3.3 Global Key Players Ranking by Estate Planning Services Revenue

3.4 Global Estate Planning Services Market Concentration Ratio

3.4.1 Global Estate Planning Services Market Concentration Ratio (CR5 and HHI)

3.4.2 Global Top 10 and Top 5 Companies by Estate Planning Services Revenue in 2024

3.5 Global Key Players of Estate Planning Services Head office and Area Served

3.6 Global Key Players of Estate Planning Services, Product and Application

3.7 Global Key Players of Estate Planning Services, Date of Enter into This Industry

3.8 Mergers & Acquisitions, Expansion Plans

4 Estate Planning Services Breakdown Data by Type

4.1 Global Estate Planning Services Historic Market Size by Type (2020-2025)

4.2 Global Estate Planning Services Forecasted Market Size by Type (2026-2031)

5 Estate Planning Services Breakdown Data by Application

5.1 Global Estate Planning Services Historic Market Size by Application (2020-2025)

5.2 Global Estate Planning Services Forecasted Market Size by Application (2026-2031)

6 North America

6.1 North America Estate Planning Services Market Size (2020-2031)

6.2 North America Estate Planning Services Market Growth Rate by Country: 2020 VS 2024 VS 2031

6.3 North America Estate Planning Services Market Size by Country (2020-2025)

6.4 North America Estate Planning Services Market Size by Country (2026-2031)

6.5 United States

6.6 Canada

7 Europe

7.1 Europe Estate Planning Services Market Size (2020-2031)

7.2 Europe Estate Planning Services Market Growth Rate by Country: 2020 VS 2024 VS 2031

7.3 Europe Estate Planning Services Market Size by Country (2020-2025)

7.4 Europe Estate Planning Services 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 Services Market Size (2020-2031)

8.2 Asia-Pacific Estate Planning Services Market Growth Rate by Region: 2020 VS 2024 VS 2031

8.3 Asia-Pacific Estate Planning Services Market Size by Region (2020-2025)

8.4 Asia-Pacific Estate Planning Services 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 Services Market Size (2020-2031)

9.2 Latin America Estate Planning Services Market Growth Rate by Country: 2020 VS 2024 VS 2031

9.3 Latin America Estate Planning Services Market Size by Country (2020-2025)

9.4 Latin America Estate Planning Services Market Size by Country (2026-2031)

9.5 Mexico

9.6 Brazil

10 Middle East & Africa

10.1 Middle East & Africa Estate Planning Services Market Size (2020-2031)

10.2 Middle East & Africa Estate Planning Services Market Growth Rate by Country: 2020 VS 2024 VS 2031

10.3 Middle East & Africa Estate Planning Services Market Size by Country (2020-2025)

10.4 Middle East & Africa Estate Planning Services Market Size by Country (2026-2031)

10.5 Turkey

10.6 Saudi Arabia

10.7 UAE

11 Key Players Profiles

11.1 Estate Planning Solutions

11.1.1 Estate Planning Solutions Company Details

11.1.2 Estate Planning Solutions Business Overview

11.1.3 Estate Planning Solutions Estate Planning Services Introduction

11.1.4 Estate Planning Solutions Revenue in Estate Planning Services Business (2020-2025)

11.1.5 Estate Planning Solutions Recent Development

11.2 Creative Planning

11.2.1 Creative Planning Company Details

11.2.2 Creative Planning Business Overview

11.2.3 Creative Planning Estate Planning Services Introduction

11.2.4 Creative Planning Revenue in Estate Planning Services Business (2020-2025)

11.2.5 Creative Planning Recent Development

11.3 Mariner Wealth Advisors

11.3.1 Mariner Wealth Advisors Company Details

11.3.2 Mariner Wealth Advisors Business Overview

11.3.3 Mariner Wealth Advisors Estate Planning Services Introduction

11.3.4 Mariner Wealth Advisors Revenue in Estate Planning Services Business (2020-2025)

11.3.5 Mariner Wealth Advisors Recent Development

11.4 Trust & Will

11.4.1 Trust & Will Company Details

11.4.2 Trust & Will Business Overview

11.4.3 Trust & Will Estate Planning Services Introduction

11.4.4 Trust & Will Revenue in Estate Planning Services Business (2020-2025)

11.4.5 Trust & Will Recent Development

11.5 WealthCounsel

11.5.1 WealthCounsel Company Details

11.5.2 WealthCounsel Business Overview

11.5.3 WealthCounsel Estate Planning Services Introduction

11.5.4 WealthCounsel Revenue in Estate Planning Services Business (2020-2025)

11.5.5 WealthCounsel Recent Development

11.6 Clark Hill

11.6.1 Clark Hill Company Details

11.6.2 Clark Hill Business Overview

11.6.3 Clark Hill Estate Planning Services Introduction

11.6.4 Clark Hill Revenue in Estate Planning Services Business (2020-2025)

11.6.5 Clark Hill Recent Development

11.7 ClearEstate

11.7.1 ClearEstate Company Details

11.7.2 ClearEstate Business Overview

11.7.3 ClearEstate Estate Planning Services Introduction

11.7.4 ClearEstate Revenue in Estate Planning Services Business (2020-2025)

11.7.5 ClearEstate Recent Development

11.8 Vedder Price

11.8.1 Vedder Price Company Details

11.8.2 Vedder Price Business Overview

11.8.3 Vedder Price Estate Planning Services Introduction

11.8.4 Vedder Price Revenue in Estate Planning Services Business (2020-2025)

11.8.5 Vedder Price Recent Development

11.9 Commerce Trust

11.9.1 Commerce Trust Company Details

11.9.2 Commerce Trust Business Overview

11.9.3 Commerce Trust Estate Planning Services Introduction

11.9.4 Commerce Trust Revenue in Estate Planning Services Business (2020-2025)

11.9.5 Commerce Trust Recent Development

11.10 Allworth Financial

11.10.1 Allworth Financial Company Details

11.10.2 Allworth Financial Business Overview

11.10.3 Allworth Financial Estate Planning Services Introduction

11.10.4 Allworth Financial Revenue in Estate Planning Services Business (2020-2025)

11.10.5 Allworth Financial Recent Development

11.11 PreceptsGroup International

11.11.1 PreceptsGroup International Company Details

11.11.2 PreceptsGroup International Business Overview

11.11.3 PreceptsGroup International Estate Planning Services Introduction

11.11.4 PreceptsGroup International Revenue in Estate Planning Services Business (2020-2025)

11.11.5 PreceptsGroup International Recent Development

11.12 Fidelity Estate Planner

11.12.1 Fidelity Estate Planner Company Details

11.12.2 Fidelity Estate Planner Business Overview

11.12.3 Fidelity Estate Planner Estate Planning Services Introduction

11.12.4 Fidelity Estate Planner Revenue in Estate Planning Services Business (2020-2025)

11.12.5 Fidelity Estate Planner Recent Development

11.13 ePIC Services Company

11.13.1 ePIC Services Company Company Details

11.13.2 ePIC Services Company Business Overview

11.13.3 ePIC Services Company Estate Planning Services Introduction

11.13.4 ePIC Services Company Revenue in Estate Planning Services Business (2020-2025)

11.13.5 ePIC Services Company Recent Development

11.14 EP Wealth Advisors

11.14.1 EP Wealth Advisors Company Details

11.14.2 EP Wealth Advisors Business Overview

11.14.3 EP Wealth Advisors Estate Planning Services Introduction

11.14.4 EP Wealth Advisors Revenue in Estate Planning Services Business (2020-2025)

11.14.5 EP Wealth Advisors Recent Development

11.15 TCG Advisors

11.15.1 TCG Advisors Company Details

11.15.2 TCG Advisors Business Overview

11.15.3 TCG Advisors Estate Planning Services Introduction

11.15.4 TCG Advisors Revenue in Estate Planning Services Business (2020-2025)

11.15.5 TCG Advisors Recent Development

11.16 RBC Wealth Management

11.16.1 RBC Wealth Management Company Details

11.16.2 RBC Wealth Management Business Overview

11.16.3 RBC Wealth Management Estate Planning Services Introduction

11.16.4 RBC Wealth Management Revenue in Estate Planning Services Business (2020-2025)

11.16.5 RBC Wealth Management Recent Development

11.17 Peak Trust Company

11.17.1 Peak Trust Company Company Details

11.17.2 Peak Trust Company Business Overview

11.17.3 Peak Trust Company Estate Planning Services Introduction

11.17.4 Peak Trust Company Revenue in Estate Planning Services Business (2020-2025)

11.17.5 Peak Trust Company Recent Development

11.18 First Bank and Trust

11.18.1 First Bank and Trust Company Details

11.18.2 First Bank and Trust Business Overview

11.18.3 First Bank and Trust Estate Planning Services Introduction

11.18.4 First Bank and Trust Revenue in Estate Planning Services Business (2020-2025)

11.18.5 First Bank and Trust Recent Development

11.19 Lewis Rice LLC

11.19.1 Lewis Rice LLC Company Details

11.19.2 Lewis Rice LLC Business Overview

11.19.3 Lewis Rice LLC Estate Planning Services Introduction

11.19.4 Lewis Rice LLC Revenue in Estate Planning Services Business (2020-2025)

11.19.5 Lewis Rice LLC Recent Development

11.20 Edward Jones

11.20.1 Edward Jones Company Details

11.20.2 Edward Jones Business Overview

11.20.3 Edward Jones Estate Planning Services Introduction

11.20.4 Edward Jones Revenue in Estate Planning Services Business (2020-2025)

11.20.5 Edward Jones 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

List of Tables

Table 1. Global Estate Planning Services Market Size Growth Rate by Type (US$ Million): 2020 VS 2024 VS 2031

Table 2. Key Players of Wills

Table 3. Key Players of Trusts

Table 4. Key Players of Power of Attorney

Table 5. Key Players of Others

Table 6. Global Estate Planning Services Market Size Growth by Application (US$ Million): 2020 VS 2024 VS 2031

Table 7. Global Estate Planning Services Market Size by Region (US$ Million): 2020 VS 2024 VS 2031

Table 8. Global Estate Planning Services Market Size by Region (2020-2025) & (US$ Million)

Table 9. Global Estate Planning Services Market Share by Region (2020-2025)

Table 10. Global Estate Planning Services Forecasted Market Size by Region (2026-2031) & (US$ Million)

Table 11. Global Estate Planning Services Market Share by Region (2026-2031)

Table 12. Estate Planning Services Market Trends

Table 13. Estate Planning Services Market Drivers

Table 14. Estate Planning Services Market Challenges

Table 15. Estate Planning Services Market Restraints

Table 16. Global Estate Planning Services Revenue by Players (2020-2025) & (US$ Million)

Table 17. Global Estate Planning Services Market Share by Players (2020-2025)

Table 18. Global Top Estate Planning Services Players by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue in Estate Planning Services as of 2024)

Table 19. Ranking of Global Top Estate Planning Services Companies by Revenue (US$ Million) in 2024

Table 20. Global 5 Largest Players Market Share by Estate Planning Services Revenue (CR5 and HHI) & (2020-2025)

Table 21. Global Key Players of Estate Planning Services, Headquarters and Area Served

Table 22. Global Key Players of Estate Planning Services, Product and Application

Table 23. Global Key Players of Estate Planning Services, Date of Enter into This Industry

Table 24. Mergers & Acquisitions, Expansion Plans

Table 25. Global Estate Planning Services Market Size by Type (2020-2025) & (US$ Million)

Table 26. Global Estate Planning Services Revenue Market Share by Type (2020-2025)

Table 27. Global Estate Planning Services Forecasted Market Size by Type (2026-2031) & (US$ Million)

Table 28. Global Estate Planning Services Revenue Market Share by Type (2026-2031)

Table 29. Global Estate Planning Services Market Size by Application (2020-2025) & (US$ Million)

Table 30. Global Estate Planning Services Revenue Market Share by Application (2020-2025)

Table 31. Global Estate Planning Services Forecasted Market Size by Application (2026-2031) & (US$ Million)

Table 32. Global Estate Planning Services Revenue Market Share by Application (2026-2031)

Table 33. North America Estate Planning Services Market Size Growth Rate by Country (US$ Million): 2020 VS 2024 VS 2031

Table 34. North America Estate Planning Services Market Size by Country (2020-2025) & (US$ Million)

Table 35. North America Estate Planning Services Market Size by Country (2026-2031) & (US$ Million)

Table 36. Europe Estate Planning Services Market Size Growth Rate by Country (US$ Million): 2020 VS 2024 VS 2031

Table 37. Europe Estate Planning Services Market Size by Country (2020-2025) & (US$ Million)

Table 38. Europe Estate Planning Services Market Size by Country (2026-2031) & (US$ Million)

Table 39. Asia-Pacific Estate Planning Services Market Size Growth Rate by Region (US$ Million): 2020 VS 2024 VS 2031

Table 40. Asia-Pacific Estate Planning Services Market Size by Region (2020-2025) & (US$ Million)

Table 41. Asia-Pacific Estate Planning Services Market Size by Region (2026-2031) & (US$ Million)

Table 42. Latin America Estate Planning Services Market Size Growth Rate by Country (US$ Million): 2020 VS 2024 VS 2031

Table 43. Latin America Estate Planning Services Market Size by Country (2020-2025) & (US$ Million)

Table 44. Latin America Estate Planning Services Market Size by Country (2026-2031) & (US$ Million)

Table 45. Middle East & Africa Estate Planning Services Market Size Growth Rate by Country (US$ Million): 2020 VS 2024 VS 2031

Table 46. Middle East & Africa Estate Planning Services Market Size by Country (2020-2025) & (US$ Million)

Table 47. Middle East & Africa Estate Planning Services Market Size by Country (2026-2031) & (US$ Million)

Table 48. Estate Planning Solutions Company Details

Table 49. Estate Planning Solutions Business Overview

Table 50. Estate Planning Solutions Estate Planning Services Product

Table 51. Estate Planning Solutions Revenue in Estate Planning Services Business (2020-2025) & (US$ Million)

Table 52. Estate Planning Solutions Recent Development

Table 53. Creative Planning Company Details

Table 54. Creative Planning Business Overview

Table 55. Creative Planning Estate Planning Services Product

Table 56. Creative Planning Revenue in Estate Planning Services Business (2020-2025) & (US$ Million)

Table 57. Creative Planning Recent Development

Table 58. Mariner Wealth Advisors Company Details

Table 59. Mariner Wealth Advisors Business Overview

Table 60. Mariner Wealth Advisors Estate Planning Services Product

Table 61. Mariner Wealth Advisors Revenue in Estate Planning Services Business (2020-2025) & (US$ Million)

Table 62. Mariner Wealth Advisors Recent Development

Table 63. Trust & Will Company Details

Table 64. Trust & Will Business Overview

Table 65. Trust & Will Estate Planning Services Product

Table 66. Trust & Will Revenue in Estate Planning Services Business (2020-2025) & (US$ Million)

Table 67. Trust & Will Recent Development

Table 68. WealthCounsel Company Details

Table 69. WealthCounsel Business Overview

Table 70. WealthCounsel Estate Planning Services Product

Table 71. WealthCounsel Revenue in Estate Planning Services Business (2020-2025) & (US$ Million)

Table 72. WealthCounsel Recent Development

Table 73. Clark Hill Company Details

Table 74. Clark Hill Business Overview

Table 75. Clark Hill Estate Planning Services Product

Table 76. Clark Hill Revenue in Estate Planning Services Business (2020-2025) & (US$ Million)

Table 77. Clark Hill Recent Development

Table 78. ClearEstate Company Details

Table 79. ClearEstate Business Overview

Table 80. ClearEstate Estate Planning Services Product

Table 81. ClearEstate Revenue in Estate Planning Services Business (2020-2025) & (US$ Million)

Table 82. ClearEstate Recent Development

Table 83. Vedder Price Company Details

Table 84. Vedder Price Business Overview

Table 85. Vedder Price Estate Planning Services Product

Table 86. Vedder Price Revenue in Estate Planning Services Business (2020-2025) & (US$ Million)

Table 87. Vedder Price Recent Development

Table 88. Commerce Trust Company Details

Table 89. Commerce Trust Business Overview

Table 90. Commerce Trust Estate Planning Services Product

Table 91. Commerce Trust Revenue in Estate Planning Services Business (2020-2025) & (US$ Million)

Table 92. Commerce Trust Recent Development

Table 93. Allworth Financial Company Details

Table 94. Allworth Financial Business Overview

Table 95. Allworth Financial Estate Planning Services Product

Table 96. Allworth Financial Revenue in Estate Planning Services Business (2020-2025) & (US$ Million)

Table 97. Allworth Financial Recent Development

Table 98. PreceptsGroup International Company Details

Table 99. PreceptsGroup International Business Overview

Table 100. PreceptsGroup International Estate Planning Services Product

Table 101. PreceptsGroup International Revenue in Estate Planning Services Business (2020-2025) & (US$ Million)

Table 102. PreceptsGroup International Recent Development

Table 103. Fidelity Estate Planner Company Details

Table 104. Fidelity Estate Planner Business Overview

Table 105. Fidelity Estate Planner Estate Planning Services Product

Table 106. Fidelity Estate Planner Revenue in Estate Planning Services Business (2020-2025) & (US$ Million)

Table 107. Fidelity Estate Planner Recent Development

Table 108. ePIC Services Company Company Details

Table 109. ePIC Services Company Business Overview

Table 110. ePIC Services Company Estate Planning Services Product

Table 111. ePIC Services Company Revenue in Estate Planning Services Business (2020-2025) & (US$ Million)

Table 112. ePIC Services Company Recent Development

Table 113. EP Wealth Advisors Company Details

Table 114. EP Wealth Advisors Business Overview

Table 115. EP Wealth Advisors Estate Planning Services Product

Table 116. EP Wealth Advisors Revenue in Estate Planning Services Business (2020-2025) & (US$ Million)

Table 117. EP Wealth Advisors Recent Development

Table 118. TCG Advisors Company Details

Table 119. TCG Advisors Business Overview

Table 120. TCG Advisors Estate Planning Services Product

Table 121. TCG Advisors Revenue in Estate Planning Services Business (2020-2025) & (US$ Million)

Table 122. TCG Advisors Recent Development

Table 123. RBC Wealth Management Company Details

Table 124. RBC Wealth Management Business Overview

Table 125. RBC Wealth Management Estate Planning Services Product

Table 126. RBC Wealth Management Revenue in Estate Planning Services Business (2020-2025) & (US$ Million)

Table 127. RBC Wealth Management Recent Development

Table 128. Peak Trust Company Company Details

Table 129. Peak Trust Company Business Overview

Table 130. Peak Trust Company Estate Planning Services Product

Table 131. Peak Trust Company Revenue in Estate Planning Services Business (2020-2025) & (US$ Million)

Table 132. Peak Trust Company Recent Development

Table 133. First Bank and Trust Company Details

Table 134. First Bank and Trust Business Overview

Table 135. First Bank and Trust Estate Planning Services Product

Table 136. First Bank and Trust Revenue in Estate Planning Services Business (2020-2025) & (US$ Million)

Table 137. First Bank and Trust Recent Development

Table 138. Lewis Rice LLC Company Details

Table 139. Lewis Rice LLC Business Overview

Table 140. Lewis Rice LLC Estate Planning Services Product

Table 141. Lewis Rice LLC Revenue in Estate Planning Services Business (2020-2025) & (US$ Million)

Table 142. Lewis Rice LLC Recent Development

Table 143. Edward Jones Company Details

Table 144. Edward Jones Business Overview

Table 145. Edward Jones Estate Planning Services Product

Table 146. Edward Jones Revenue in Estate Planning Services Business (2020-2025) & (US$ Million)

Table 147. Edward Jones Recent Development

Table 148. Research Programs/Design for This Report

Table 149. Key Data Information from Secondary Sources

Table 150. Key Data Information from Primary Sources

Table 151. Authors List of This Report

List of Figures

Figure 1. Estate Planning Services Picture

Figure 2. Global Estate Planning Services Market Size Comparison by Type (2020-2031) & (US$ Million)

Figure 3. Global Estate Planning Services Market Share by Type: 2024 VS 2031

Figure 4. Wills Features

Figure 5. Trusts Features

Figure 6. Power of Attorney Features

Figure 7. Others Features

Figure 8. Global Estate Planning Services Market Size by Application (2020-2031) & (US$ Million)

Figure 9. Global Estate Planning Services Market Share by Application: 2024 VS 2031

Figure 10. Online Planning Case Studies

Figure 11. Offline Planning Case Studies

Figure 12. Estate Planning Services Report Years Considered

Figure 13. Global Estate Planning Services Market Size (US$ Million), Year-over-Year: 2020-2031

Figure 14. Global Estate Planning Services Market Size, (US$ Million), 2020 VS 2024 VS 2031

Figure 15. Global Estate Planning Services Market Share by Region: 2024 VS 2031

Figure 16. Global Estate Planning Services Market Share by Players in 2024

Figure 17. Global Estate Planning Services Market Share by Company Type (Tier 1, Tier 2, and Tier 3)

Figure 18. The Top 10 and 5 Players Market Share by Estate Planning Services Revenue in 2024

Figure 19. North America Estate Planning Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 20. North America Estate Planning Services Market Share by Country (2020-2031)

Figure 21. United States Estate Planning Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 22. Canada Estate Planning Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 23. Europe Estate Planning Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 24. Europe Estate Planning Services Market Share by Country (2020-2031)

Figure 25. Germany Estate Planning Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 26. France Estate Planning Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 27. U.K. Estate Planning Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 28. Italy Estate Planning Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 29. Russia Estate Planning Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 30. Nordic Countries Estate Planning Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 31. Asia-Pacific Estate Planning Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 32. Asia-Pacific Estate Planning Services Market Share by Region (2020-2031)

Figure 33. China Estate Planning Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 34. Japan Estate Planning Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 35. South Korea Estate Planning Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 36. Southeast Asia Estate Planning Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 37. India Estate Planning Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 38. Australia Estate Planning Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 39. Latin America Estate Planning Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 40. Latin America Estate Planning Services Market Share by Country (2020-2031)

Figure 41. Mexico Estate Planning Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 42. Brazil Estate Planning Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 43. Middle East & Africa Estate Planning Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 44. Middle East & Africa Estate Planning Services Market Share by Country (2020-2031)

Figure 45. Turkey Estate Planning Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 46. Saudi Arabia Estate Planning Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 47. UAE Estate Planning Services Market Size YoY Growth (2020-2031) & (US$ Million)

Figure 48. Estate Planning Solutions Revenue Growth Rate in Estate Planning Services Business (2020-2025)

Figure 49. Creative Planning Revenue Growth Rate in Estate Planning Services Business (2020-2025)

Figure 50. Mariner Wealth Advisors Revenue Growth Rate in Estate Planning Services Business (2020-2025)

Figure 51. Trust & Will Revenue Growth Rate in Estate Planning Services Business (2020-2025)

Figure 52. WealthCounsel Revenue Growth Rate in Estate Planning Services Business (2020-2025)

Figure 53. Clark Hill Revenue Growth Rate in Estate Planning Services Business (2020-2025)

Figure 54. ClearEstate Revenue Growth Rate in Estate Planning Services Business (2020-2025)

Figure 55. Vedder Price Revenue Growth Rate in Estate Planning Services Business (2020-2025)

Figure 56. Commerce Trust Revenue Growth Rate in Estate Planning Services Business (2020-2025)

Figure 57. Allworth Financial Revenue Growth Rate in Estate Planning Services Business (2020-2025)

Figure 58. PreceptsGroup International Revenue Growth Rate in Estate Planning Services Business (2020-2025)

Figure 59. Fidelity Estate Planner Revenue Growth Rate in Estate Planning Services Business (2020-2025)

Figure 60. ePIC Services Company Revenue Growth Rate in Estate Planning Services Business (2020-2025)

Figure 61. EP Wealth Advisors Revenue Growth Rate in Estate Planning Services Business (2020-2025)

Figure 62. TCG Advisors Revenue Growth Rate in Estate Planning Services Business (2020-2025)

Figure 63. RBC Wealth Management Revenue Growth Rate in Estate Planning Services Business (2020-2025)

Figure 64. Peak Trust Company Revenue Growth Rate in Estate Planning Services Business (2020-2025)

Figure 65. First Bank and Trust Revenue Growth Rate in Estate Planning Services Business (2020-2025)

Figure 66. Lewis Rice LLC Revenue Growth Rate in Estate Planning Services Business (2020-2025)

Figure 67. Edward Jones Revenue Growth Rate in Estate Planning Services Business (2020-2025)

Figure 68. Bottom-up and Top-down Approaches for This Report

Figure 69. Data Triangulation

Figure 70. Key Executives Interviewed

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Global Estate Planning Services Market Research Report 2025

Published Date: March 2025

Report Code: QYRE-Auto-6X19362

Global Estate Planning Services Market Research Report 2025

FEATURED COMPANIES

Estate Planning Services Market Size

Estate Planning Services Market

Scope of Estate Planning Services Market Report

Chapter Outline

FAQ for this report

How fast is Estate Planning Services Market growing?

What is the Estate Planning Services Market size in 2031?

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

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

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

FEATURED COMPANIES

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