Selected research
Market Analysis & Forecast
Global Estate Planning Services Market Analysis and Forecast 2026-2032
Market perspective
The global Estate Planning Services market is projected to grow from US$ million in 2026 to US$ million by 2032, at a Compound Annual Growth Rate (CAGR) of % during the forecast period.
The North America market for Estate Planning Services is estimated to increase from $ million in 2026 to reach $ million by 2032, at a CAGR of % during the forecast period of 2026 through 2032.
Europe market for Estate Planning Services is estimated to increase from $ million in 2026 to reach $ million by 2032, at a CAGR of % during the forecast period of 2026 through 2032.
Read the full market overview
Asia-Pacific market for Estate Planning Services is estimated to increase from $ million in 2026 to reach $ million by 2032, at a CAGR of % during the forecast period of 2026 through 2032.
The China market for Estate Planning Services is estimated to increase from $ million in 2026 to reach $ million by 2032, at a CAGR of % during the forecast period of 2026 through 2032.
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 and Commerce Trust, etc. In 2025, the world's top three vendors accounted for approximately % of the revenue.
Report Includes
This report presents an overview of global market for Estate Planning Services, market size. Analyses of the global market trends, with historic market revenue data for 2021 - 2025, estimates for 2026, and projections of CAGR through 2032.
This report researches the key producers of Estate Planning Services, also provides the revenue of main regions and countries. Of the upcoming market potential for Estate Planning Services, and key regions or countries of focus to forecast this market into various segments and sub-segments. Country specific data and market value analysis for the U.S., Canada, Mexico, Brazil, China, Japan, South Korea, Southeast Asia, India, Germany, the U.K., Italy, Middle East, Africa, and Other Countries.
This report focuses on the Estate Planning Services revenue, market share and industry ranking of main manufacturers, data from 2021 to 2026. Identification of the major stakeholders in the global Estate Planning Services market, and analysis of their competitive landscape and market positioning based on recent developments and segmental revenues. This report will help stakeholders to understand the competitive landscape and gain more insights and position their businesses and market strategies in a better way.
This report analyzes the segments data by Type and by Application, revenue, and growth rate, from 2021 to 2032. Evaluation and forecast the market size for Estate Planning Services revenue, projected growth trends, production technology, application and end-user industry.
Estate Planning Services Segment 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
Russia
Spain
Netherlands
Switzerland
Sweden
Poland
Asia-Pacific
China
Japan
South Korea
India
Australia
Taiwan
Southeast Asia
South America
Brazil
Argentina
Chile
Colombia
Middle East & Africa
Egypt
South Africa
Israel
Türkiye
GCC Countries
Study Objectives
1. To analyze and research the global status and future forecast, involving growth rate (CAGR), market share, historical and forecast.
2. To present the key players, revenue, market share, and Recent Developments.
3. To split the breakdown data by regions, type, manufacturers, and Application.
4. To analyze the global and key regions market potential and advantage, opportunity and challenge, restraints, and risks.
5. To identify significant trends, drivers, influence factors in global and regions.
6. To analyze competitive developments such as expansions, agreements, new product launches, and acquisitions in the market.
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 market size), 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: 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 2: Introduces the market dynamics, latest developments of the market, the driving factors and restrictive factors of the market, the challenges and risks faced by manufacturers in the industry, and the analysis of relevant policies in the industry.
Chapter 3: Revenue of Estate Planning Services in global and regional level. 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 4: Detailed analysis of Estate Planning Services company competitive landscape, revenue, market share and industry ranking, latest development plan, merger, and acquisition information, etc.
Chapter 5: Provides the analysis of various market segments by type, covering the revenue, and development potential of each market segment, to help readers find the blue ocean market in different market segments.
Chapter 6: Provides the analysis of various market segments by application, covering the revenue, and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.
Chapter 7: Provides profiles of key companies, introducing the basic situation of the main companies in the market in detail, including product descriptions and specifications, Estate Planning Services revenue, gross margin, and recent development, etc.
Chapter 8: North America by type, by application and by country, revenue for each segment.
Chapter 9: Europe by type, by application and by country, revenue for each segment.
Chapter 10: China type, by application, revenue for each segment.
Chapter 11: Asia (excluding China) type, by application and by region, revenue for each segment.
Chapter 12: South America, Middle East and Africa by type, by application and by country, revenue for each segment.
Chapter 13: The main concluding insights 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 Market Overview
- 1.1 Product Definition
- 1.2 Estate Planning Services Market by Type
- 1.2.1 Global Estate Planning Services Market Size 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 Estate Planning Services Market by Application
- 1.3.1 Global Estate Planning Services Market Size by Application, 2021 VS 2025 VS 2032
- 1.3.2 Online Planning
- 1.3.3 Offline Planning
- 1.4 Assumptions and Limitations
- 1.5 Study Goals and Objectives
2 Estate Planning Services Market Dynamics
- 2.1 Estate Planning Services Industry Trends
- 2.2 Estate Planning Services Industry Drivers
- 2.3 Estate Planning Services Industry Opportunities and Challenges
- 2.4 Estate Planning Services Industry Restraints
3 Global Growth Perspective
- 3.1 Global Estate Planning Services Market Perspective (2021-2032)
- 3.2 Global Estate Planning Services Growth Trends by Region
- 3.2.1 Global Estate Planning Services Market Size by Region: 2021 VS 2025 VS 2032
- 3.2.2 Global Estate Planning Services Market Size by Region (2021-2026)
- 3.2.3 Global Estate Planning Services Market Size by Region (2027-2032)
4 Competitive Landscape by Players
- 4.1 Global Estate Planning Services Revenue by Players
- 4.1.1 Global Estate Planning Services Revenue by Players (2021-2026)
- 4.1.2 Global Estate Planning Services Revenue Market Share by Players (2021-2026)
- 4.1.3 Global Estate Planning Services Players Revenue Share Top 10 and Top 5 in 2025
- 4.2 Global Estate Planning Services Key Players Ranking, 2024 VS 2025 VS 2026
- 4.3 Global Estate Planning Services Key Players Headquarters & Area Served
- 4.4 Global Estate Planning Services Players, Product Type & Application
- 4.5 Global Estate Planning Services Players Establishment Date
- 4.6 Market Competitive Analysis
- 4.6.1 Global Estate Planning Services Market CR5 and HHI
- 4.6.3 2025 Estate Planning Services Tier 1, Tier 2, and Tier 3
5 Estate Planning Services Market Size by Type
- 5.1 Global Estate Planning Services Revenue by Type (2021 VS 2025 VS 2032)
- 5.2 Global Estate Planning Services Revenue by Type (2021-2032)
- 5.3 Global Estate Planning Services Revenue Market Share by Type (2021-2032)
6 Estate Planning Services Market Size by Application
- 6.1 Global Estate Planning Services Revenue by Application (2021 VS 2025 VS 2032)
- 6.2 Global Estate Planning Services Revenue by Application (2021-2032)
- 6.3 Global Estate Planning Services Revenue Market Share by Application (2021-2032)
7 Company Profiles
- 7.1 Estate Planning Solutions
- 7.1.1 Estate Planning Solutions Company Information
- 7.1.2 Estate Planning Solutions Business Overview
- 7.1.3 Estate Planning Solutions Estate Planning Services Revenue and Gross Margin (2021-2026)
- 7.1.4 Estate Planning Solutions Estate Planning Services Product Portfolio
- 7.1.5 Estate Planning Solutions Recent Developments
- 7.2 Creative Planning
- 7.2.1 Creative Planning Company Information
- 7.2.2 Creative Planning Business Overview
- 7.2.3 Creative Planning Estate Planning Services Revenue and Gross Margin (2021-2026)
- 7.2.4 Creative Planning Estate Planning Services Product Portfolio
- 7.2.5 Creative Planning Recent Developments
- 7.3 Mariner Wealth Advisors
- 7.3.1 Mariner Wealth Advisors Company Information
- 7.3.2 Mariner Wealth Advisors Business Overview
- 7.3.3 Mariner Wealth Advisors Estate Planning Services Revenue and Gross Margin (2021-2026)
- 7.3.4 Mariner Wealth Advisors Estate Planning Services Product Portfolio
- 7.3.5 Mariner Wealth Advisors Recent Developments
- 7.4 Trust & Will
- 7.4.1 Trust & Will Company Information
- 7.4.2 Trust & Will Business Overview
- 7.4.3 Trust & Will Estate Planning Services Revenue and Gross Margin (2021-2026)
- 7.4.4 Trust & Will Estate Planning Services Product Portfolio
- 7.4.5 Trust & Will Recent Developments
- 7.5 WealthCounsel
- 7.5.1 WealthCounsel Company Information
- 7.5.2 WealthCounsel Business Overview
- 7.5.3 WealthCounsel Estate Planning Services Revenue and Gross Margin (2021-2026)
- 7.5.4 WealthCounsel Estate Planning Services Product Portfolio
- 7.5.5 WealthCounsel Recent Developments
- 7.6 Clark Hill
- 7.6.1 Clark Hill Company Information
- 7.6.2 Clark Hill Business Overview
- 7.6.3 Clark Hill Estate Planning Services Revenue and Gross Margin (2021-2026)
- 7.6.4 Clark Hill Estate Planning Services Product Portfolio
- 7.6.5 Clark Hill Recent Developments
- 7.7 ClearEstate
- 7.7.1 ClearEstate Company Information
- 7.7.2 ClearEstate Business Overview
- 7.7.3 ClearEstate Estate Planning Services Revenue and Gross Margin (2021-2026)
- 7.7.4 ClearEstate Estate Planning Services Product Portfolio
- 7.7.5 ClearEstate Recent Developments
- 7.8 Vedder Price
- 7.8.1 Vedder Price Company Information
- 7.8.2 Vedder Price Business Overview
- 7.8.3 Vedder Price Estate Planning Services Revenue and Gross Margin (2021-2026)
- 7.8.4 Vedder Price Estate Planning Services Product Portfolio
- 7.8.5 Vedder Price Recent Developments
- 7.9 Commerce Trust
- 7.9.1 Commerce Trust Company Information
- 7.9.2 Commerce Trust Business Overview
- 7.9.3 Commerce Trust Estate Planning Services Revenue and Gross Margin (2021-2026)
- 7.9.4 Commerce Trust Estate Planning Services Product Portfolio
- 7.9.5 Commerce Trust Recent Developments
- 7.10 Allworth Financial
- 7.10.1 Allworth Financial Company Information
- 7.10.2 Allworth Financial Business Overview
- 7.10.3 Allworth Financial Estate Planning Services Revenue and Gross Margin (2021-2026)
- 7.10.4 Allworth Financial Estate Planning Services Product Portfolio
- 7.10.5 Allworth Financial Recent Developments
- 7.11 PreceptsGroup International
- 7.11.1 PreceptsGroup International Company Information
- 7.11.2 PreceptsGroup International Business Overview
- 7.11.3 PreceptsGroup International Estate Planning Services Revenue and Gross Margin (2021-2026)
- 7.11.4 PreceptsGroup International Estate Planning Services Product Portfolio
- 7.11.5 PreceptsGroup International Recent Developments
- 7.12 Fidelity Estate Planner
- 7.12.1 Fidelity Estate Planner Company Information
- 7.12.2 Fidelity Estate Planner Business Overview
- 7.12.3 Fidelity Estate Planner Estate Planning Services Revenue and Gross Margin (2021-2026)
- 7.12.4 Fidelity Estate Planner Estate Planning Services Product Portfolio
- 7.12.5 Fidelity Estate Planner Recent Developments
- 7.13 ePIC Services Company
- 7.13.1 ePIC Services Company Company Information
- 7.13.2 ePIC Services Company Business Overview
- 7.13.3 ePIC Services Company Estate Planning Services Revenue and Gross Margin (2021-2026)
- 7.13.4 ePIC Services Company Estate Planning Services Product Portfolio
- 7.13.5 ePIC Services Company Recent Developments
- 7.14 EP Wealth Advisors
- 7.14.1 EP Wealth Advisors Company Information
- 7.14.2 EP Wealth Advisors Business Overview
- 7.14.3 EP Wealth Advisors Estate Planning Services Revenue and Gross Margin (2021-2026)
- 7.14.4 EP Wealth Advisors Estate Planning Services Product Portfolio
- 7.14.5 EP Wealth Advisors Recent Developments
- 7.15 TCG Advisors
- 7.15.1 TCG Advisors Company Information
- 7.15.2 TCG Advisors Business Overview
- 7.15.3 TCG Advisors Estate Planning Services Revenue and Gross Margin (2021-2026)
- 7.15.4 TCG Advisors Estate Planning Services Product Portfolio
- 7.15.5 TCG Advisors Recent Developments
- 7.16 RBC Wealth Management
- 7.16.1 RBC Wealth Management Company Information
- 7.16.2 RBC Wealth Management Business Overview
- 7.16.3 RBC Wealth Management Estate Planning Services Revenue and Gross Margin (2021-2026)
- 7.16.4 RBC Wealth Management Estate Planning Services Product Portfolio
- 7.16.5 RBC Wealth Management Recent Developments
- 7.17 Peak Trust Company
- 7.17.1 Peak Trust Company Company Information
- 7.17.2 Peak Trust Company Business Overview
- 7.17.3 Peak Trust Company Estate Planning Services Revenue and Gross Margin (2021-2026)
- 7.17.4 Peak Trust Company Estate Planning Services Product Portfolio
- 7.17.5 Peak Trust Company Recent Developments
- 7.18 First Bank and Trust
- 7.18.1 First Bank and Trust Company Information
- 7.18.2 First Bank and Trust Business Overview
- 7.18.3 First Bank and Trust Estate Planning Services Revenue and Gross Margin (2021-2026)
- 7.18.4 First Bank and Trust Estate Planning Services Product Portfolio
- 7.18.5 First Bank and Trust Recent Developments
- 7.19 Lewis Rice LLC
- 7.19.1 Lewis Rice LLC Company Information
- 7.19.2 Lewis Rice LLC Business Overview
- 7.19.3 Lewis Rice LLC Estate Planning Services Revenue and Gross Margin (2021-2026)
- 7.19.4 Lewis Rice LLC Estate Planning Services Product Portfolio
- 7.19.5 Lewis Rice LLC Recent Developments
- 7.20 Edward Jones
- 7.20.1 Edward Jones Company Information
- 7.20.2 Edward Jones Business Overview
- 7.20.3 Edward Jones Estate Planning Services Revenue and Gross Margin (2021-2026)
- 7.20.4 Edward Jones Estate Planning Services Product Portfolio
- 7.20.5 Edward Jones Recent Developments
8 North America
- 8.1 North America Estate Planning Services Revenue (2021-2032)
- 8.2 North America Estate Planning Services Revenue by Type (2021-2032)
- 8.2.1 North America Estate Planning Services Revenue by Type (2021-2026)
- 8.2.2 North America Estate Planning Services Revenue by Type (2027-2032)
- 8.3 North America Estate Planning Services Revenue Share by Type (2021-2032)
- 8.4 North America Estate Planning Services Revenue by Application (2021-2032)
- 8.4.1 North America Estate Planning Services Revenue by Application (2021-2026)
- 8.4.2 North America Estate Planning Services Revenue by Application (2027-2032)
- 8.5 North America Estate Planning Services Revenue Share by Application (2021-2032)
- 8.6 North America Estate Planning Services Revenue by Country
- 8.6.1 North America Estate Planning Services Revenue by Country (2021 VS 2025 VS 2032)
- 8.6.2 North America Estate Planning Services Revenue by Country (2021-2026)
- 8.6.3 North America Estate Planning Services Revenue by Country (2027-2032)
- 8.6.4 United States
- 8.6.5 Canada
- 8.6.6 Mexico
9 Europe
- 9.1 Europe Estate Planning Services Revenue (2021-2032)
- 9.2 Europe Estate Planning Services Revenue by Type (2021-2032)
- 9.2.1 Europe Estate Planning Services Revenue by Type (2021-2026)
- 9.2.2 Europe Estate Planning Services Revenue by Type (2027-2032)
- 9.3 Europe Estate Planning Services Revenue Share by Type (2021-2032)
- 9.4 Europe Estate Planning Services Revenue by Application (2021-2032)
- 9.4.1 Europe Estate Planning Services Revenue by Application (2021-2026)
- 9.4.2 Europe Estate Planning Services Revenue by Application (2027-2032)
- 9.5 Europe Estate Planning Services Revenue Share by Application (2021-2032)
- 9.6 Europe Estate Planning Services Revenue by Country
- 9.6.1 Europe Estate Planning Services Revenue by Country (2021 VS 2025 VS 2032)
- 9.6.2 Europe Estate Planning Services Revenue by Country (2021-2026)
- 9.6.3 Europe Estate Planning Services Revenue by Country (2027-2032)
- 9.6.4 Germany
- 9.6.5 France
- 9.6.6 U.K.
- 9.6.7 Italy
- 9.6.8 Russia
- 9.6.9 Spain
- 9.6.10 Netherlands
- 9.6.11 Switzerland
- 9.6.12 Sweden
- 9.6.13 Poland
10 China
- 10.1 China Estate Planning Services Revenue (2021-2032)
- 10.2 China Estate Planning Services Revenue by Type (2021-2032)
- 10.2.1 China Estate Planning Services Revenue by Type (2021-2026)
- 10.2.2 China Estate Planning Services Revenue by Type (2027-2032)
- 10.3 China Estate Planning Services Revenue Share by Type (2021-2032)
- 10.4 China Estate Planning Services Revenue by Application (2021-2032)
- 10.4.1 China Estate Planning Services Revenue by Application (2021-2026)
- 10.4.2 China Estate Planning Services Revenue by Application (2027-2032)
- 10.5 China Estate Planning Services Revenue Share by Application (2021-2032)
11 Asia (Excluding China)
- 11.1 Asia Estate Planning Services Revenue (2021-2032)
- 11.2 Asia Estate Planning Services Revenue by Type (2021-2032)
- 11.2.1 Asia Estate Planning Services Revenue by Type (2021-2026)
- 11.2.2 Asia Estate Planning Services Revenue by Type (2027-2032)
- 11.3 Asia Estate Planning Services Revenue Share by Type (2021-2032)
- 11.4 Asia Estate Planning Services Revenue by Application (2021-2032)
- 11.4.1 Asia Estate Planning Services Revenue by Application (2021-2026)
- 11.4.2 Asia Estate Planning Services Revenue by Application (2027-2032)
- 11.5 Asia Estate Planning Services Revenue Share by Application (2021-2032)
- 11.6 Asia Estate Planning Services Revenue by Country
- 11.6.1 Asia Estate Planning Services Revenue by Country (2021 VS 2025 VS 2032)
- 11.6.2 Asia Estate Planning Services Revenue by Country (2021-2026)
- 11.6.3 Asia Estate Planning Services Revenue by Country (2027-2032)
- 11.6.4 Japan
- 11.6.5 South Korea
- 11.6.6 India
- 11.6.7 Australia
- 11.6.8 Taiwan
- 11.6.9 Southeast Asia
12 South America, Middle East and Africa
- 12.1 SAMEA Estate Planning Services Revenue (2021-2032)
- 12.2 SAMEA Estate Planning Services Revenue by Type (2021-2032)
- 12.2.1 SAMEA Estate Planning Services Revenue by Type (2021-2026)
- 12.2.2 SAMEA Estate Planning Services Revenue by Type (2027-2032)
- 12.3 SAMEA Estate Planning Services Revenue Share by Type (2021-2032)
- 12.4 SAMEA Estate Planning Services Revenue by Application (2021-2032)
- 12.4.1 SAMEA Estate Planning Services Revenue by Application (2021-2026)
- 12.4.2 SAMEA Estate Planning Services Revenue by Application (2027-2032)
- 12.5 SAMEA Estate Planning Services Revenue Share by Application (2021-2032)
- 12.6 SAMEA Estate Planning Services Revenue by Country
- 12.6.1 SAMEA Estate Planning Services Revenue by Country (2021 VS 2025 VS 2032)
- 12.6.2 SAMEA Estate Planning Services Revenue by Country (2021-2026)
- 12.6.3 SAMEA Estate Planning Services Revenue by Country (2027-2032)
- 12.6.4 Brazil
- 12.6.5 Argentina
- 12.6.6 Chile
- 12.6.7 Colombia
- 12.6.8 Peru
- 12.6.9 Saudi Arabia
- 12.6.10 Israel
- 12.6.11 UAE
- 12.6.12 Turkey
- 12.6.13 Iran
- 12.6.14 Egypt
13 Concluding Insights
14 Appendix
- 14.1 Reasons for Doing This Study
- 14.2 Research Methodology
- 14.3 Research Process
- 14.4 Authors List of This Report
- 14.5 Data Source
- 14.5.1 Secondary Sources
- 14.5.2 Primary Sources
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