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Global Estate Planning Services Market Research Report 2026

Published Date: 2026-02-09

Report Code: QYRE-Auto-6X19362

Global Estate Planning Services Market Research Report 2025

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Global Estate Planning Services Market Research Report 2026

Code: QYRE-Auto-6X19362

Report

2026-02-09

Pages:131

QYResearch

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DESCRIPTION

TABLE OF CONTENT

TABLES & FIGURES

Estate Planning Services Market Size

The global Estate Planning Services market was valued at US$ 373 million in 2025 and is anticipated to reach US$ 565 million by 2032, at a CAGR of 6.2% from 2026 to 2032.

Estate Planning Services Market

Estate planning services are a comprehensive professional service designed to ensure, based on the wishes of an individual or family, the efficient, smooth, and low-cost transfer of their accumulated wealth to designated heirs or other beneficiaries after their death or in other specific circumstances. This is achieved through a series of forward-looking legal, financial, and tax arrangements. Its core purpose goes far beyond simply making a will; it involves constructing a complete planning system with the core objectives of achieving wealth transfer according to wishes, minimizing estate taxes and other tax burdens, avoiding or reducing inheritance disputes within the family, and making advance arrangements for financial and medical decisions should the client become incapacitated. Services typically include a comprehensive asset review and assessment, the development of personalized succession plans, the creation of wills, trusts, and drafting enduring powers and advance medical instructions, as well as providing ongoing updates and enforcement support.

The estate planning services market has a promising future and is currently undergoing a period of stable growth and profound transformation. The core driving forces mainly come from four aspects: First, the continuous accumulation of personal wealth and the diversification of asset types have given rise to more complex planning needs; second, population aging and changes in family structure have prompted people to think about property distribution and protection issues earlier; third, the significant improvement in public legal awareness and risk prevention awareness has led more and more people to hope to avoid disputes through professional planning; and fourth, the application of digital technologies, such as online planning platforms and AI-assisted solution matching, is making services more efficient, transparent, and accessible. In the future, this service will become more proactive, comprehensive, and personalized, shifting from "post-event remedies" to a "wealth inheritance strategy" that spans the entire life cycle, and deeply integrating with tax planning, family governance, and charitable arrangements, thus continuously releasing market potential.

This report delivers a comprehensive overview of the global Estate Planning Services market, with both quantitative and qualitative analyses, to help readers develop growth strategies, assess the competitive landscape, evaluate their position in the current market, and make informed business decisions regarding Estate Planning Services. The Estate Planning Services market size, estimates, and forecasts are provided in terms of revenue (US$ millions), with 2025 as the base year and historical and forecast data for 2021–2032.

The report segments the global Estate Planning Services market comprehensively. Regional market sizes by Type, by Application, by Service Providers, and by player are also provided. For deeper insight, the report profiles the competitive landscape, key competitors, and their respective market rankings, and discusses technological trends and new product developments.

This report will assist Estate Planning Services manufacturers, new entrants, and companies across the industry value chain with information on revenues, sales volume, and average prices for the overall market and its sub-segments, by company, by Type, by Application, and by region.

Market Segmentation

Scope of Estate Planning Services Market Report

Report Metric	Details
Report Name	Estate Planning Services Market
Accounted market size in 2025	US$ 373 million
Forecasted market size in 2032	US$ 565 million
CAGR	6.2%
Base Year	2025
Forecasted years	2026 - 2032
Segment by Type	Wills Trusts Power of Attorney Others
Segment by Service Providers	Professional Law Firm Services Financial Institution Services Third-Party Professional Consulting Firms
Segment by Target Assets and Complexity	General Personal Asset Planning Complex Asset and Family Business Planning Special Needs Planning
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: Defines the scope of the report and presents an executive summary of market segments (by Type, by Application, by Service Providers, etc.), including the size of each segment and its future growth potential. It offers a high-level view of the current market and its likely evolution in the short, medium, and long term.
Chapter 2: Summarizes global and regional market size and outlines market dynamics and recent developments, including key drivers, restraints, challenges and risks for industry participants, and relevant policy analysis.
Chapter 3: Provides a detailed view of the competitive landscape for Estate Planning Services companies, covering revenue share, development plans, and mergers and acquisitions.
Chapter 4: Analyzes segments by Type, detailing the size and growth potential of each segment to help readers identify blue-ocean opportunities.
Chapter 5: Analyzes segments by Application, detailing the size and growth potential of each downstream segment to help readers identify blue-ocean opportunities.
Chapter 6–10: Regional deep dives (North America, Europe, Asia Pacific, Latin America, Middle East & Africa) broken down by country. Each chapter quantifies market size and growth potential by region and key countries, and outlines market development, outlook, addressable space, and capacity.
Chapter 11: Profiles key players, presenting essential information on leading companies, including product/ service offerings, revenue, gross margin, product introductions/portfolios, recent developments, etc.
Chapter 12: Key findings 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 2026-2032.

What is the Estate Planning Services Market size in 2032?

Ans: The Estate Planning Services Market size in 2032 will be US$ 565 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: 2021 vs 2025 vs 2032

1.2.2 Wills

1.2.3 Trusts

1.2.4 Power of Attorney

1.2.5 Others

1.3 Market by Service Providers

1.3.1 Global Estate Planning Services Market Size Growth Rate by Service Providers: 2021 vs 2025 vs 2032

1.3.2 Professional Law Firm Services

1.3.3 Financial Institution Services

1.3.4 Third-Party Professional Consulting Firms

1.4 Market by Target Assets and Complexity

1.4.1 Global Estate Planning Services Market Size Growth Rate by Target Assets and Complexity: 2021 vs 2025 vs 2032

1.4.2 General Personal Asset Planning

1.4.3 Complex Asset and Family Business Planning

1.4.4 Special Needs Planning

1.5 Market by Application

1.5.1 Global Estate Planning Services Market Growth by Application: 2021 vs 2025 vs 2032

1.5.2 Online Planning

1.5.3 Offline Planning

1.6 Assumptions and Limitations

1.7 Study Objectives

1.8 Years Considered

2 Global Growth Trends

2.1 Global Estate Planning Services Market Perspective (2021–2032)

2.2 Global Estate Planning Services Growth Trends by Region

2.2.1 Global Estate Planning Services Market Size by Region: 2021 vs 2025 vs 2032

2.2.2 Estate Planning Services Historic Market Size by Region (2021–2026)

2.2.3 Estate Planning Services Forecasted Market Size by Region (2027–2032)

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 (2021–2026)

3.1.2 Global Estate Planning Services Revenue Market Share by Players (2021–2026)

3.2 Global Top Estate Planning Services Players Market Share by Company Tier (Tier 1, Tier 2, 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 2025

3.5 Global Key Players of Estate Planning Services Head Offices and Areas Served

3.6 Global Key Players of Estate Planning Services, Products and Applications

3.7 Global Key Players of Estate Planning Services, Date of General Availability (GA)

3.8 Mergers and Acquisitions, Expansion Plans

4 Estate Planning Services Breakdown Data by Type

4.1 Global Estate Planning Services Historic Market Size by Type (2021–2026)

4.2 Global Estate Planning Services Forecasted Market Size by Type (2027–2032)

5 Estate Planning Services Breakdown Data by Application

5.1 Global Estate Planning Services Historic Market Size by Application (2021–2026)

5.2 Global Estate Planning Services Forecasted Market Size by Application (2027–2032)

6 North America

6.1 North America Estate Planning Services Market Size (2021–2032)

6.2 North America Estate Planning Services Market Growth Rate by Country: 2021 vs 2025 vs 2032

6.3 North America Estate Planning Services Market Size by Country (2021–2026)

6.4 North America Estate Planning Services Market Size by Country (2027–2032)

6.5 United States

6.6 Canada

7 Europe

7.1 Europe Estate Planning Services Market Size (2021–2032)

7.2 Europe Estate Planning Services Market Growth Rate by Country: 2021 vs 2025 vs 2032

7.3 Europe Estate Planning Services Market Size by Country (2021–2026)

7.4 Europe Estate Planning Services Market Size by Country (2027–2032)

7.5 Germany

7.6 France

7.7 U.K.

7.8 Italy

7.9 Russia

7.10 Ireland

8 Asia-Pacific

8.1 Asia-Pacific Estate Planning Services Market Size (2021–2032)

8.2 Asia-Pacific Estate Planning Services Market Growth Rate by Region: 2021 vs 2025 vs 2032

8.3 Asia-Pacific Estate Planning Services Market Size by Region (2021–2026)

8.4 Asia-Pacific Estate Planning Services Market Size by Region (2027–2032)

8.5 China

8.6 Japan

8.7 South Korea

8.8 Southeast Asia

8.9 India

8.10 Australia & New Zealand

9 Latin America

9.1 Latin America Estate Planning Services Market Size (2021–2032)

9.2 Latin America Estate Planning Services Market Growth Rate by Country: 2021 vs 2025 vs 2032

9.3 Latin America Estate Planning Services Market Size by Country (2021–2026)

9.4 Latin America Estate Planning Services Market Size by Country (2027–2032)

9.5 Mexico

9.6 Brazil

10 Middle East & Africa

10.1 Middle East & Africa Estate Planning Services Market Size (2021–2032)

10.2 Middle East & Africa Estate Planning Services Market Growth Rate by Country: 2021 vs 2025 vs 2032

10.3 Middle East & Africa Estate Planning Services Market Size by Country (2021–2026)

10.4 Middle East & Africa Estate Planning Services Market Size by Country (2027–2032)

10.5 Israel

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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 (2021–2026)

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): 2021 vs 2025 vs 2032

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 Rate by Service Providers (US$ Million): 2021 vs 2025 vs 2032

Table 7. Key Players of Professional Law Firm Services

Table 8. Key Players of Financial Institution Services

Table 9. Key Players of Third-Party Professional Consulting Firms

Table 10. Global Estate Planning Services Market Size Growth Rate by Target Assets and Complexity (US$ Million): 2021 vs 2025 vs 2032

Table 11. Key Players of General Personal Asset Planning

Table 12. Key Players of Complex Asset and Family Business Planning

Table 13. Key Players of Special Needs Planning

Table 14. Global Estate Planning Services Market Size Growth by Application (US$ Million): 2021 vs 2025 vs 2032

Table 15. Global Estate Planning Services Market Size by Region (US$ Million): 2021 vs 2025 vs 2032

Table 16. Global Estate Planning Services Market Size by Region (US$ Million), 2021–2026

Table 17. Global Estate Planning Services Market Share by Region (2021–2026)

Table 18. Global Estate Planning Services Forecasted Market Size by Region (US$ Million), 2027–2032

Table 19. Global Estate Planning Services Market Share by Region (2027–2032)

Table 20. Estate Planning Services Market Trends

Table 21. Estate Planning Services Market Drivers

Table 22. Estate Planning Services Market Challenges

Table 23. Estate Planning Services Market Restraints

Table 24. Global Estate Planning Services Revenue by Players (US$ Million), 2021–2026

Table 25. Global Estate Planning Services Market Share by Players (2021–2026)

Table 26. Global Top Estate Planning Services Players by Tier (Tier 1, Tier 2, and Tier 3), based on Estate Planning Services Revenue, 2025

Table 27. Ranking of Global Top Estate Planning Services Companies by Revenue (US$ Million) in 2025

Table 28. Global 5 Largest Players Market Share by Estate Planning Services Revenue (CR5 and HHI), 2021–2026

Table 29. Global Key Players of Estate Planning Services, Headquarters and Area Served

Table 30. Global Key Players of Estate Planning Services, Products and Applications

Table 31. Global Key Players of Estate Planning Services, Date of General Availability (GA)

Table 32. Mergers and Acquisitions, Expansion Plans

Table 33. Global Estate Planning Services Market Size by Type (US$ Million), 2021–2026

Table 34. Global Estate Planning Services Revenue Market Share by Type (2021–2026)

Table 35. Global Estate Planning Services Forecasted Market Size by Type (US$ Million), 2027–2032

Table 36. Global Estate Planning Services Revenue Market Share by Type (2027–2032)

Table 37. Global Estate Planning Services Market Size by Application (US$ Million), 2021–2026

Table 38. Global Estate Planning Services Revenue Market Share by Application (2021–2026)

Table 39. Global Estate Planning Services Forecasted Market Size by Application (US$ Million), 2027–2032

Table 40. Global Estate Planning Services Revenue Market Share by Application (2027–2032)

Table 41. North America Estate Planning Services Market Size Growth Rate by Country (US$ Million): 2021 vs 2025 vs 2032

Table 42. North America Estate Planning Services Market Size by Country (US$ Million), 2021–2026

Table 43. North America Estate Planning Services Market Size by Country (US$ Million), 2027–2032

Table 44. Europe Estate Planning Services Market Size Growth Rate by Country (US$ Million): 2021 vs 2025 vs 2032

Table 45. Europe Estate Planning Services Market Size by Country (US$ Million), 2021–2026

Table 46. Europe Estate Planning Services Market Size by Country (US$ Million), 2027–2032

Table 47. Asia-Pacific Estate Planning Services Market Size Growth Rate by Region (US$ Million): 2021 vs 2025 vs 2032

Table 48. Asia-Pacific Estate Planning Services Market Size by Region (US$ Million), 2021–2026

Table 49. Asia-Pacific Estate Planning Services Market Size by Region (US$ Million), 2027–2032

Table 50. Latin America Estate Planning Services Market Size Growth Rate by Country (US$ Million): 2021 vs 2025 vs 2032

Table 51. Latin America Estate Planning Services Market Size by Country (US$ Million), 2021–2026

Table 52. Latin America Estate Planning Services Market Size by Country (US$ Million), 2027–2032

Table 53. Middle East & Africa Estate Planning Services Market Size Growth Rate by Country (US$ Million): 2021 vs 2025 vs 2032

Table 54. Middle East & Africa Estate Planning Services Market Size by Country (US$ Million), 2021–2026

Table 55. Middle East & Africa Estate Planning Services Market Size by Country (US$ Million), 2027–2032

Table 56. Estate Planning Solutions Company Details

Table 57. Estate Planning Solutions Business Overview

Table 58. Estate Planning Solutions Estate Planning Services Product

Table 59. Estate Planning Solutions Revenue in Estate Planning Services Business (US$ Million), 2021–2026

Table 60. Estate Planning Solutions Recent Development

Table 61. Creative Planning Company Details

Table 62. Creative Planning Business Overview

Table 63. Creative Planning Estate Planning Services Product

Table 64. Creative Planning Revenue in Estate Planning Services Business (US$ Million), 2021–2026

Table 65. Creative Planning Recent Development

Table 66. Mariner Wealth Advisors Company Details

Table 67. Mariner Wealth Advisors Business Overview

Table 68. Mariner Wealth Advisors Estate Planning Services Product

Table 69. Mariner Wealth Advisors Revenue in Estate Planning Services Business (US$ Million), 2021–2026

Table 70. Mariner Wealth Advisors Recent Development

Table 71. Trust & Will Company Details

Table 72. Trust & Will Business Overview

Table 73. Trust & Will Estate Planning Services Product

Table 74. Trust & Will Revenue in Estate Planning Services Business (US$ Million), 2021–2026

Table 75. Trust & Will Recent Development

Table 76. WealthCounsel Company Details

Table 77. WealthCounsel Business Overview

Table 78. WealthCounsel Estate Planning Services Product

Table 79. WealthCounsel Revenue in Estate Planning Services Business (US$ Million), 2021–2026

Table 80. WealthCounsel Recent Development

Table 81. Clark Hill Company Details

Table 82. Clark Hill Business Overview

Table 83. Clark Hill Estate Planning Services Product

Table 84. Clark Hill Revenue in Estate Planning Services Business (US$ Million), 2021–2026

Table 85. Clark Hill Recent Development

Table 86. ClearEstate Company Details

Table 87. ClearEstate Business Overview

Table 88. ClearEstate Estate Planning Services Product

Table 89. ClearEstate Revenue in Estate Planning Services Business (US$ Million), 2021–2026

Table 90. ClearEstate Recent Development

Table 91. Vedder Price Company Details

Table 92. Vedder Price Business Overview

Table 93. Vedder Price Estate Planning Services Product

Table 94. Vedder Price Revenue in Estate Planning Services Business (US$ Million), 2021–2026

Table 95. Vedder Price Recent Development

Table 96. Commerce Trust Company Details

Table 97. Commerce Trust Business Overview

Table 98. Commerce Trust Estate Planning Services Product

Table 99. Commerce Trust Revenue in Estate Planning Services Business (US$ Million), 2021–2026

Table 100. Commerce Trust Recent Development

Table 101. Allworth Financial Company Details

Table 102. Allworth Financial Business Overview

Table 103. Allworth Financial Estate Planning Services Product

Table 104. Allworth Financial Revenue in Estate Planning Services Business (US$ Million), 2021–2026

Table 105. Allworth Financial Recent Development

Table 106. PreceptsGroup International Company Details

Table 107. PreceptsGroup International Business Overview

Table 108. PreceptsGroup International Estate Planning Services Product

Table 109. PreceptsGroup International Revenue in Estate Planning Services Business (US$ Million), 2021–2026

Table 110. PreceptsGroup International Recent Development

Table 111. Fidelity Estate Planner Company Details

Table 112. Fidelity Estate Planner Business Overview

Table 113. Fidelity Estate Planner Estate Planning Services Product

Table 114. Fidelity Estate Planner Revenue in Estate Planning Services Business (US$ Million), 2021–2026

Table 115. Fidelity Estate Planner Recent Development

Table 116. ePIC Services Company Company Details

Table 117. ePIC Services Company Business Overview

Table 118. ePIC Services Company Estate Planning Services Product

Table 119. ePIC Services Company Revenue in Estate Planning Services Business (US$ Million), 2021–2026

Table 120. ePIC Services Company Recent Development

Table 121. EP Wealth Advisors Company Details

Table 122. EP Wealth Advisors Business Overview

Table 123. EP Wealth Advisors Estate Planning Services Product

Table 124. EP Wealth Advisors Revenue in Estate Planning Services Business (US$ Million), 2021–2026

Table 125. EP Wealth Advisors Recent Development

Table 126. TCG Advisors Company Details

Table 127. TCG Advisors Business Overview

Table 128. TCG Advisors Estate Planning Services Product

Table 129. TCG Advisors Revenue in Estate Planning Services Business (US$ Million), 2021–2026

Table 130. TCG Advisors Recent Development

Table 131. RBC Wealth Management Company Details

Table 132. RBC Wealth Management Business Overview

Table 133. RBC Wealth Management Estate Planning Services Product

Table 134. RBC Wealth Management Revenue in Estate Planning Services Business (US$ Million), 2021–2026

Table 135. RBC Wealth Management Recent Development

Table 136. Peak Trust Company Company Details

Table 137. Peak Trust Company Business Overview

Table 138. Peak Trust Company Estate Planning Services Product

Table 139. Peak Trust Company Revenue in Estate Planning Services Business (US$ Million), 2021–2026

Table 140. Peak Trust Company Recent Development

Table 141. First Bank and Trust Company Details

Table 142. First Bank and Trust Business Overview

Table 143. First Bank and Trust Estate Planning Services Product

Table 144. First Bank and Trust Revenue in Estate Planning Services Business (US$ Million), 2021–2026

Table 145. First Bank and Trust Recent Development

Table 146. Lewis Rice LLC Company Details

Table 147. Lewis Rice LLC Business Overview

Table 148. Lewis Rice LLC Estate Planning Services Product

Table 149. Lewis Rice LLC Revenue in Estate Planning Services Business (US$ Million), 2021–2026

Table 150. Lewis Rice LLC Recent Development

Table 151. Edward Jones Company Details

Table 152. Edward Jones Business Overview

Table 153. Edward Jones Estate Planning Services Product

Table 154. Edward Jones Revenue in Estate Planning Services Business (US$ Million), 2021–2026

Table 155. Edward Jones Recent Development

Table 156. Research Programs/Design for This Report

Table 157. Key Data Information from Secondary Sources

Table 158. Key Data Information from Primary Sources

Table 159. 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 (US$ Million), 2021–2032

Figure 3. Global Estate Planning Services Market Share by Type: 2025 vs 2032

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 Comparison by Service Providers (US$ Million), 2021–2032

Figure 9. Professional Law Firm Services Features

Figure 10. Financial Institution Services Features

Figure 11. Third-Party Professional Consulting Firms Features

Figure 12. Global Estate Planning Services Market Size Comparison by Target Assets and Complexity (US$ Million), 2021–2032

Figure 13. General Personal Asset Planning Features

Figure 14. Complex Asset and Family Business Planning Features

Figure 15. Special Needs Planning Features

Figure 16. Global Estate Planning Services Market Size by Application (US$ Million), 2021–2032

Figure 17. Global Estate Planning Services Market Share by Application: 2025 vs 2032

Figure 18. Online Planning Case Studies

Figure 19. Offline Planning Case Studies

Figure 20. Estate Planning Services Report Years Considered

Figure 21. Global Estate Planning Services Market Size (US$ Million), Year-over-Year: 2021–2032

Figure 22. Global Estate Planning Services Market Size, (US$ Million), 2021 vs 2025 vs 2032

Figure 23. Global Estate Planning Services Market Share by Region: 2025 vs 2032

Figure 24. Global Estate Planning Services Market Share by Players in 2025

Figure 25. Global Estate Planning Services Market Share by Company Type (Tier 1, Tier 2, and Tier 3)

Figure 26. The Top 10 and 5 Players Market Share by Estate Planning Services Revenue in 2025

Figure 27. North America Estate Planning Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 28. North America Estate Planning Services Market Share by Country (2021–2032)

Figure 29. United States Estate Planning Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 30. Canada Estate Planning Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 31. Europe Estate Planning Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 32. Europe Estate Planning Services Market Share by Country (2021–2032)

Figure 33. Germany Estate Planning Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 34. France Estate Planning Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 35. U.K. Estate Planning Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 36. Italy Estate Planning Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 37. Russia Estate Planning Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 38. Ireland Estate Planning Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 39. Asia-Pacific Estate Planning Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 40. Asia-Pacific Estate Planning Services Market Share by Region (2021–2032)

Figure 41. China Estate Planning Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 42. Japan Estate Planning Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 43. South Korea Estate Planning Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 44. Southeast Asia Estate Planning Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 45. India Estate Planning Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 46. Australia & New Zealand Estate Planning Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 47. Latin America Estate Planning Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 48. Latin America Estate Planning Services Market Share by Country (2021–2032)

Figure 49. Mexico Estate Planning Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 50. Brazil Estate Planning Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 51. Middle East & Africa Estate Planning Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 52. Middle East & Africa Estate Planning Services Market Share by Country (2021–2032)

Figure 53. Israel Estate Planning Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 54. Saudi Arabia Estate Planning Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 55. UAE Estate Planning Services Market Size YoY Growth (US$ Million), 2021–2032

Figure 56. Estate Planning Solutions Revenue Growth Rate in Estate Planning Services Business (2021–2026)

Figure 57. Creative Planning Revenue Growth Rate in Estate Planning Services Business (2021–2026)

Figure 58. Mariner Wealth Advisors Revenue Growth Rate in Estate Planning Services Business (2021–2026)

Figure 59. Trust & Will Revenue Growth Rate in Estate Planning Services Business (2021–2026)

Figure 60. WealthCounsel Revenue Growth Rate in Estate Planning Services Business (2021–2026)

Figure 61. Clark Hill Revenue Growth Rate in Estate Planning Services Business (2021–2026)

Figure 62. ClearEstate Revenue Growth Rate in Estate Planning Services Business (2021–2026)

Figure 63. Vedder Price Revenue Growth Rate in Estate Planning Services Business (2021–2026)

Figure 64. Commerce Trust Revenue Growth Rate in Estate Planning Services Business (2021–2026)

Figure 65. Allworth Financial Revenue Growth Rate in Estate Planning Services Business (2021–2026)

Figure 66. PreceptsGroup International Revenue Growth Rate in Estate Planning Services Business (2021–2026)

Figure 67. Fidelity Estate Planner Revenue Growth Rate in Estate Planning Services Business (2021–2026)

Figure 68. ePIC Services Company Revenue Growth Rate in Estate Planning Services Business (2021–2026)

Figure 69. EP Wealth Advisors Revenue Growth Rate in Estate Planning Services Business (2021–2026)

Figure 70. TCG Advisors Revenue Growth Rate in Estate Planning Services Business (2021–2026)

Figure 71. RBC Wealth Management Revenue Growth Rate in Estate Planning Services Business (2021–2026)

Figure 72. Peak Trust Company Revenue Growth Rate in Estate Planning Services Business (2021–2026)

Figure 73. First Bank and Trust Revenue Growth Rate in Estate Planning Services Business (2021–2026)

Figure 74. Lewis Rice LLC Revenue Growth Rate in Estate Planning Services Business (2021–2026)

Figure 75. Edward Jones Revenue Growth Rate in Estate Planning Services Business (2021–2026)

Figure 76. Bottom-up and Top-down Approaches for This Report

Figure 77. Data Triangulation

Figure 78. Key Executives Interviewed

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Global Estate Planning Services Market Research Report 2026

Published Date: 2026-02-09

Report Code: QYRE-Auto-6X19362

Global Estate Planning Services Market Research Report 2026

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 2032?

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