Selected research
Industry Research
Estate Planning Services Industry Research Report 2026
Market perspective
The global Estate Planning Services market was valued at US$ million in 2025 and is projected to reach US$ million by 2032, implying a CAGR of % over 2026–2032.
North America: the Estate Planning Services market is projected to increase from US$ million in 2026 to US$ million by 2032, reflecting a CAGR of % over 2026–2032. Europe: the Estate Planning Services market is projected to rise from US$ million in 2026 to US$ million by 2032, registering a CAGR of % over 2026–2032. Asia Pacific: the Estate Planning Services market is expected to grow from US$ million in 2026 to US$ million by 2032, at a CAGR of % over 2026–2032. Leading global service providers of Estate Planning Services include Estate Planning Solutions, Creative Planning, Mariner Wealth Advisors, Trust & Will, WealthCounsel, Clark Hill, ClearEstate, Vedder Price and Commerce Trust, among others; in 2025, the top three vendors together accounted for approximately % of global revenue.
Report Scope
Read the full market overview
This report quantifies the global Estate Planning Services market in terms of revenue (US$ million) and, where applicable, service volume (k units), using 2024 as the base year and providing annual historical and forecast data for 2021–2032.
It standardizes definitions of service Types and end-use Applications, harmonizes provider attribution, and delivers comparable time series by company, Type, Application, and region or country, including indicative price bands (US$/k units) and concentration ratios (CR5/CR10). Outputs are intended to support service design, budgeting, capacity planning, and benchmarking for providers, platforms, channel partners, and investors; the report also reviews technology shifts and notable service innovations relevant to Estate Planning Services.
Key Companies & Market Share Insights
This section profiles leading service providers with 2021–2025 results and a 2026–2032 outlook—covering revenue, market share, price bands, service portfolio and client mix, regional and channel mix, and key developments (M&A, network expansion, certifications). It also provides global revenue, average price, and—where applicable—volume metrics by provider, and calculates CR5/CR10 and rank changes to support comparative benchmarking.
Estate Planning Services Market 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
Estate Planning Services Segment by Type
Wills
Trusts
Power of Attorney
Others
Estate Planning Services Segment by Application
Online Planning
Offline Planning
Estate Planning Services Segment by Region
North America
United States
Canada
Mexico
Europe
Germany
France
U.K.
Italy
Spain
Russia
Netherlands
Nordic Countries
Asia-Pacific
China
Japan
South Korea
India
Australia
Taiwan
Southeast Asia
South America
Brazil
Argentina
Chile
Colombia
Middle East & Africa
Saudi Arabia
Israel
United Arab Emirates
Turkey
Iran
Egypt
Key Drivers & Barriers
High-impact rendering factors and drivers have been studied in this report to aid the readers to understand the general development. Moreover, the report includes restraints and challenges that may act as stumbling blocks on the way of the players. This will assist the users to be attentive and make informed decisions related to business. Specialists have also laid their focus on the upcoming business prospects.
Reasons to Buy This Report
1. This report will help the readers to understand the competition within the industries and strategies for the competitive environment to enhance the potential profit. The report also focuses on the competitive landscape of the global Estate Planning Services market, and introduces in detail the market share, industry ranking, competitor ecosystem, market performance, new product development, operation situation, expansion, and acquisition. etc. of the main players, which helps the readers to identify the main competitors and deeply understand the competition pattern of the market.
2. This report will help stakeholders to understand the global industry status and trends of Estate Planning Services and provides them with information on key market drivers, restraints, challenges, and opportunities.
3. This report will help stakeholders to understand competitors better and gain more insights to strengthen their position in their businesses. The competitive landscape section includes the market share and rank (in volume and value), competitor ecosystem, new product development, expansion, and acquisition.
4. This report stays updated with novel technology integration, features, and the latest developments in the market
5. This report helps stakeholders to gain insights into which regions to target globally
6. This report helps stakeholders to gain insights into the end-user perception concerning the adoption of Estate Planning Services.
7. This report helps stakeholders to identify some of the key players in the market and understand their valuable contribution.
Chapter Outline
Chapter 1: Research objectives, research methods, data sources, data cross-validation;
Chapter 2: Introduces the report scope of the report, executive summary of different market segments (product type, 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 3: Provides the analysis of various market segments product types, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.
Chapter 4: Provides the analysis of various market segments 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 5: 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 6: Detailed analysis of Estate Planning Services companies’ competitive landscape, revenue market share, latest development plan, merger, and acquisition information, etc.
Chapter 7, 8, 9, 10, 11: North America, Europe, Asia Pacific, South 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 12: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including revenue, gross margin, product introduction, recent development, etc.
Chapter 13: The main points and conclusions of the report.
More report detail
Tables and figures
Scope & coverage.
Types
- Wills
- Trusts
- Power of Attorney
- Others
Applications
- Online Planning
- Offline Planning
Companies covered
- 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
Inside the report.
1 Preface
- 1.1 Scope of Report
- 1.2 Reasons for Doing This Study
- 1.3 Research Methodology
- 1.4 Research Process
- 1.5 Data Source
- 1.5.1 Secondary Sources
- 1.5.2 Primary Sources
2 Market Overview
- 2.1 Product Definition
- 2.2 Estate Planning Services by Type
- 2.2.1 Market Value Comparison by Type (2021 VS 2025 VS 2032)
- 2.2.2 Wills
- 2.2.3 Trusts
- 2.2.4 Power of Attorney
- 2.2.5 Others
- 2.3 Estate Planning Services by Application
- 2.3.1 Market Value Comparison by Application (2021 VS 2025 VS 2032)
- 2.3.2 Online Planning
- 2.3.3 Offline Planning
- 2.4 Assumptions and Limitations
3 Estate Planning Services Breakdown Data by Type
- 3.1 Global Estate Planning Services Historic Market Size by Type (2021-2026)
- 3.2 Global Estate Planning Services Forecasted Market Size by Type (2027-2032)
4 Estate Planning Services Breakdown Data by Application
- 4.1 Global Estate Planning Services Historic Market Size by Application (2021-2026)
- 4.2 Global Estate Planning Services Forecasted Market Size by Application (2027-2032)
5 Global Growth Trends
- 5.1 Global Estate Planning Services Market Perspective (2021-2032)
- 5.2 Global Estate Planning Services Growth Trends by Region
- 5.2.1 Global Estate Planning Services Market Size by Region: 2021 VS 2025 VS 2032
- 5.2.2 Estate Planning Services Historic Market Size by Region (2021-2026)
- 5.2.3 Estate Planning Services Forecasted Market Size by Region (2027-2032)
- 5.3 Estate Planning Services Market Dynamics
- 5.3.1 Estate Planning Services Industry Trends
- 5.3.2 Estate Planning Services Market Drivers
- 5.3.3 Estate Planning Services Market Challenges
- 5.3.4 Estate Planning Services Market Restraints
6 Market Competitive Landscape by Players
- 6.1 Global Top Estate Planning Services Players by Revenue
- 6.1.1 Global Top Estate Planning Services Players by Revenue (2021-2026)
- 6.1.2 Global Estate Planning Services Revenue Market Share by Players (2021-2026)
- 6.2 Global Estate Planning Services Industry Players Ranking, 2023 VS 2024 VS 2025
- 6.3 Global Key Players of Estate Planning Services Head Office and Area Served
- 6.4 Global Estate Planning Services Players, Product Type & Application
- 6.5 Global Estate Planning Services Manufacturers Established Date
- 6.6 Global Estate Planning Services Market CR5 and HHI
- 6.7 Global Players Mergers & Acquisition
7 North America
- 7.1 North America Estate Planning Services Market Size (2021-2032)
- 7.2 North America Estate Planning Services Market Growth Rate by Country: 2021 VS 2025 VS 2032
- 7.3 North America Estate Planning Services Market Size by Country (2021-2026)
- 7.4 North America Estate Planning Services Market Size by Country (2027-2032)
- 7.5 United States
- 7.5 United States
- 7.6 Canada
- 7.7 Mexico
8 Europe
- 8.1 Europe Estate Planning Services Market Size (2021-2032)
- 8.2 Europe Estate Planning Services Market Growth Rate by Country: 2021 VS 2025 VS 2032
- 8.3 Europe Estate Planning Services Market Size by Country (2021-2026)
- 8.4 Europe Estate Planning Services Market Size by Country (2027-2032)
- 8.5 Germany
- 8.6 France
- 8.7 U.K.
- 8.8 Italy
- 8.9 Spain
- 8.10 Russia
- 8.11 Netherlands
- 8.12 Nordic Countries
9 Asia-Pacific
- 9.1 Asia-Pacific Estate Planning Services Market Size (2021-2032)
- 9.2 Asia-Pacific Estate Planning Services Market Growth Rate by Country: 2021 VS 2025 VS 2032
- 9.3 Asia-Pacific Estate Planning Services Market Size by Country (2021-2026)
- 9.4 Asia-Pacific Estate Planning Services Market Size by Country (2027-2032)
- 9.5 China
- 9.6 Japan
- 9.7 South Korea
- 9.8 India
- 9.9 Australia
- 9.10 China Taiwan
- 9.11 Southeast Asia
10 South America
- 10.1 South America Estate Planning Services Market Size (2021-2032)
- 10.2 South America Estate Planning Services Market Growth Rate by Country: 2021 VS 2025 VS 2032
- 10.3 South America Estate Planning Services Market Size by Country (2021-2026)
- 10.4 South America Estate Planning Services Market Size by Country (2027-2032)
- 10.5 Brazil
- 10.6 Argentina
- 10.7 Chile
- 10.8 Colombia
- 10.9 Peru
11 Middle East & Africa
- 11.1 Middle East & Africa Estate Planning Services Market Size (2021-2032)
- 11.2 Middle East & Africa Estate Planning Services Market Growth Rate by Country: 2021 VS 2025 VS 2032
- 11.3 Middle East & Africa Estate Planning Services Market Size by Country (2021-2026)
- 11.4 Middle East & Africa Estate Planning Services Market Size by Country (2027-2032)
- 11.5 Saudi Arabia
- 11.6 Israel
- 11.7 United Arab Emirates
- 11.8 Turkey
- 11.9 Iran
- 11.10 Egypt
12 Players Profiled
- 12.1 Estate Planning Solutions
- 12.1.1 Estate Planning Solutions Company Information
- 12.1.2 Estate Planning Solutions Business Overview
- 12.1.3 Estate Planning Solutions Revenue in Estate Planning Services Business (2021-2026)
- 12.1.4 Estate Planning Solutions Estate Planning Services Product Portfolio
- 12.1.5 Estate Planning Solutions Recent Developments
- 12.2 Creative Planning
- 12.2.1 Creative Planning Company Information
- 12.2.2 Creative Planning Business Overview
- 12.2.3 Creative Planning Revenue in Estate Planning Services Business (2021-2026)
- 12.2.4 Creative Planning Estate Planning Services Product Portfolio
- 12.2.5 Creative Planning Recent Developments
- 12.3 Mariner Wealth Advisors
- 12.3.1 Mariner Wealth Advisors Company Information
- 12.3.2 Mariner Wealth Advisors Business Overview
- 12.3.3 Mariner Wealth Advisors Revenue in Estate Planning Services Business (2021-2026)
- 12.3.4 Mariner Wealth Advisors Estate Planning Services Product Portfolio
- 12.3.5 Mariner Wealth Advisors Recent Developments
- 12.4 Trust & Will
- 12.4.1 Trust & Will Company Information
- 12.4.2 Trust & Will Business Overview
- 12.4.3 Trust & Will Revenue in Estate Planning Services Business (2021-2026)
- 12.4.4 Trust & Will Estate Planning Services Product Portfolio
- 12.4.5 Trust & Will Recent Developments
- 12.5 WealthCounsel
- 12.5.1 WealthCounsel Company Information
- 12.5.2 WealthCounsel Business Overview
- 12.5.3 WealthCounsel Revenue in Estate Planning Services Business (2021-2026)
- 12.5.4 WealthCounsel Estate Planning Services Product Portfolio
- 12.5.5 WealthCounsel Recent Developments
- 12.6 Clark Hill
- 12.6.1 Clark Hill Company Information
- 12.6.2 Clark Hill Business Overview
- 12.6.3 Clark Hill Revenue in Estate Planning Services Business (2021-2026)
- 12.6.4 Clark Hill Estate Planning Services Product Portfolio
- 12.6.5 Clark Hill Recent Developments
- 12.7 ClearEstate
- 12.7.1 ClearEstate Company Information
- 12.7.2 ClearEstate Business Overview
- 12.7.3 ClearEstate Revenue in Estate Planning Services Business (2021-2026)
- 12.7.4 ClearEstate Estate Planning Services Product Portfolio
- 12.7.5 ClearEstate Recent Developments
- 12.8 Vedder Price
- 12.8.1 Vedder Price Company Information
- 12.8.2 Vedder Price Business Overview
- 12.8.3 Vedder Price Revenue in Estate Planning Services Business (2021-2026)
- 12.8.4 Vedder Price Estate Planning Services Product Portfolio
- 12.8.5 Vedder Price Recent Developments
- 12.9 Commerce Trust
- 12.9.1 Commerce Trust Company Information
- 12.9.2 Commerce Trust Business Overview
- 12.9.3 Commerce Trust Revenue in Estate Planning Services Business (2021-2026)
- 12.9.4 Commerce Trust Estate Planning Services Product Portfolio
- 12.9.5 Commerce Trust Recent Developments
- 12.10 Allworth Financial
- 12.10.1 Allworth Financial Company Information
- 12.10.2 Allworth Financial Business Overview
- 12.10.3 Allworth Financial Revenue in Estate Planning Services Business (2021-2026)
- 12.10.4 Allworth Financial Estate Planning Services Product Portfolio
- 12.10.5 Allworth Financial Recent Developments
- 12.11 PreceptsGroup International
- 12.11.1 PreceptsGroup International Company Information
- 12.11.2 PreceptsGroup International Business Overview
- 12.11.3 PreceptsGroup International Revenue in Estate Planning Services Business (2021-2026)
- 12.11.4 PreceptsGroup International Estate Planning Services Product Portfolio
- 12.11.5 PreceptsGroup International Recent Developments
- 12.12 Fidelity Estate Planner
- 12.12.1 Fidelity Estate Planner Company Information
- 12.12.2 Fidelity Estate Planner Business Overview
- 12.12.3 Fidelity Estate Planner Revenue in Estate Planning Services Business (2021-2026)
- 12.12.4 Fidelity Estate Planner Estate Planning Services Product Portfolio
- 12.12.5 Fidelity Estate Planner Recent Developments
- 12.13 ePIC Services Company
- 12.13.1 ePIC Services Company Company Information
- 12.13.2 ePIC Services Company Business Overview
- 12.13.3 ePIC Services Company Revenue in Estate Planning Services Business (2021-2026)
- 12.13.4 ePIC Services Company Estate Planning Services Product Portfolio
- 12.13.5 ePIC Services Company Recent Developments
- 12.14 EP Wealth Advisors
- 12.14.1 EP Wealth Advisors Company Information
- 12.14.2 EP Wealth Advisors Business Overview
- 12.14.3 EP Wealth Advisors Revenue in Estate Planning Services Business (2021-2026)
- 12.14.4 EP Wealth Advisors Estate Planning Services Product Portfolio
- 12.14.5 EP Wealth Advisors Recent Developments
- 12.15 TCG Advisors
- 12.15.1 TCG Advisors Company Information
- 12.15.2 TCG Advisors Business Overview
- 12.15.3 TCG Advisors Revenue in Estate Planning Services Business (2021-2026)
- 12.15.4 TCG Advisors Estate Planning Services Product Portfolio
- 12.15.5 TCG Advisors Recent Developments
- 12.16 RBC Wealth Management
- 12.16.1 RBC Wealth Management Company Information
- 12.16.2 RBC Wealth Management Business Overview
- 12.16.3 RBC Wealth Management Revenue in Estate Planning Services Business (2021-2026)
- 12.16.4 RBC Wealth Management Estate Planning Services Product Portfolio
- 12.16.5 RBC Wealth Management Recent Developments
- 12.17 Peak Trust Company
- 12.17.1 Peak Trust Company Company Information
- 12.17.2 Peak Trust Company Business Overview
- 12.17.3 Peak Trust Company Revenue in Estate Planning Services Business (2021-2026)
- 12.17.4 Peak Trust Company Estate Planning Services Product Portfolio
- 12.17.5 Peak Trust Company Recent Developments
- 12.18 First Bank and Trust
- 12.18.1 First Bank and Trust Company Information
- 12.18.2 First Bank and Trust Business Overview
- 12.18.3 First Bank and Trust Revenue in Estate Planning Services Business (2021-2026)
- 12.18.4 First Bank and Trust Estate Planning Services Product Portfolio
- 12.18.5 First Bank and Trust Recent Developments
- 12.19 Lewis Rice LLC
- 12.19.1 Lewis Rice LLC Company Information
- 12.19.2 Lewis Rice LLC Business Overview
- 12.19.3 Lewis Rice LLC Revenue in Estate Planning Services Business (2021-2026)
- 12.19.4 Lewis Rice LLC Estate Planning Services Product Portfolio
- 12.19.5 Lewis Rice LLC Recent Developments
- 12.20 Edward Jones
- 12.20.1 Edward Jones Company Information
- 12.20.2 Edward Jones Business Overview
- 12.20.3 Edward Jones Revenue in Estate Planning Services Business (2021-2026)
- 12.20.4 Edward Jones Estate Planning Services Product Portfolio
- 12.20.5 Edward Jones Recent Developments
13 Report Conclusion
14 Disclaimer
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