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Market Structure

Global Estate Planning Services Market by Size, by Type, by Application, by Region, History and Forecast 2021-2032

3 March 2026198 pages

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Industry ResearchEstate Planning Services Industry Research Report 2026138 pages · $2,950 USDIndustry Growth & TrendsGlobal Estate Planning Services Industry Growth and Trends Forecast to 2032122 pages · $3,450 USDMarket StructureGlobal Estate Planning Services Market by Size, by Type, by Application, by Region, History and Forecast 2021-2032198 pages · $3,950 USDMarket Outlook & Growth OpportunitiesGlobal Estate Planning Services Market Outlook and Growth Opportunities 2026206 pages · $4,250 USDMarket Analysis & ForecastGlobal Estate Planning Services Market Analysis and Forecast 2026-2032205 pages · $4,950 USD

Market perspective

The global Estate Planning Services market was valued at US$ million in 2026 and is projected to reach US$ million by 2032, implying a CAGR of xx% over 2026-2032.

The US & Canada market for Estate Planning Services is projected to increase from US$ million in 2026 to US$ million by 2032, at a CAGR of % over 2026-2032.

The Europe market for Estate Planning Services is projected to increase from US$ million in 2026 to US$ million by 2032, at a CAGR of % over 2026-2032.

Read the full market overview

The Asia Pacific market for Estate Planning Services is projected to increase from US$ million in 2026 to US$ million by 2032, at a CAGR of % over 2026-2032.

The China market for Estate Planning Services is projected to increase from US$ million in 2026 to US$ million by 2032, at a CAGR of % over 2026-2032.

Leading global manufacturers 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 Includes

This report provides an overview of the global Estate Planning Services market and its size, analyzing global market trends based on historical revenue data for 2021-2025, estimates for 2026, and projected CAGRs through 2032.

The study covers key producers of Estate Planning Services and revenue in major regions and countries, assesses future market potential, and highlights priority regions and countries for segmenting the market into sub-sectors, with country-specific market value data for the U.S., Canada, Mexico, Brazil, China, Japan, South Korea, Southeast Asia, India, Germany, the U.K., Italy, the Middle East, Africa, and other countries.

The report also presents Estate Planning Services revenue, market share, and industry ranking for the main manufacturers for 2021-2026, identifies the major stakeholders in the global market, and analyzes their competitive landscape and market positioning based on recent developments and segmental revenues.

In addition, the report analyzes segment data by Type and Application—covering revenue and growth rates—for 2021-2032, and evaluates and forecasts the Estate Planning Services market size, projected growth trends, production technologies, key applications, and end-use industries.

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, production, value, consumption, growth rate (CAGR), market share, historical and forecast.

2. To present the key manufacturers, capacity, production, 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 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: 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. 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. 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: Analysis key trends, drivers, challenges, and opportunities within the global Estate Planning Services industry.

Chapter 3: Detailed analysis of Estate Planning Services companies' competitive landscape, revenue, market share and industry ranking, latest development plan, merger, and acquisition information, etc.

Chapter 4: 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 5: 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 6: 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 Servicesrevenue, gross margin, and recent development, etc.

Chapter 7: North America (US & Canada) by type, by application and by country, revenue for each segment.

Chapter 8: Europe by type, by application and by country, revenue for each segment.

Chapter 9: China by type, and by application, revenue for each segment.

Chapter 10: Asia (excluding China) by type, by application and by region, revenue for each segment.

Chapter 11: South America, Middle East & Africa by type, by application and by country, revenue for each segment.

Chapter 12: Concluding Insights of the report.

More report detail

Tables and figures
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 3. Key Players of Others Table 4. Global Estate Planning Services Market Size Growth Rate by Application (US$ Million): 2021 VS 2025 VS 2032 Table 5. Key Players of Online Planning Table 6. Key Players of Offline Planning Table 7. Global Estate Planning Services Market Size Growth Rate (CAGR) by Region (US$ Million): 2021 VS 2025 VS 2032 Table 8. Global Estate Planning Services Market Size by Region (2021-2026) & (US$ Million) Table 9. Global Estate Planning Services Market Share by Region (2021-2026) Table 10. Global Estate Planning Services Market Size by Region (2027-2032) & (US$ Million) Table 11. Global Estate Planning Services Market Share by Region (2027-2032) Table 12. Estate Planning Services Industry Trends Table 13. Estate Planning Services Industry Drivers Table 14. Estate Planning Services Industry Opportunities and Challenges Table 15. Estate Planning Services Industry Restraints Table 16. Global Estate Planning Services Revenue by Company (US$ Million) & (2021-2026) Table 17. Global Estate Planning Services Revenue Market Share by Company (2021-2026) Table 18. Global Estate Planning Services Players Revenue Ranking, 2024 VS 2025 VS 2026 Table 19. Global Estate Planning Services Key Company Head Office and Area Served Table 20. Global Estate Planning Services Company, Product Type & Application Table 21. Global Estate Planning Services Company Establishment Date Table 22. Global Company Market Concentration Ratio (CR5 and HHI) Table 23. Global Estate Planning Services by Company Type (Tier 1, Tier 2, and Tier 3) & (based on the Revenue of 2025) Table 24. Global Estate Planning Services Market Size by Type 2021 VS 2025 VS 2032 (US$ Million) Table 25. Global Estate Planning Services Market Size by Type (2021-2026) & (US$ Million) Table 26. Global Estate Planning Services Market Size by Type (2027-2032) & (US$ Million) Table 27. Global Estate Planning Services Revenue Market Share by Type (2021-2026) Table 28. Global Estate Planning Services Revenue Market Share by Type (2027-2032) Table 29. Global Estate Planning Services Market Size by Application 2021 VS 2025 VS 2032 (US$ Million) Table 30. Global Estate Planning Services Market Size by Application (2021-2026) & (US$ Million) Table 31. Global Estate Planning Services Market Size by Application (2027-2032) & (US$ Million) Table 32. Global Estate Planning Services Revenue Market Share by Application (2021-2026) Table 33. Global Estate Planning Services Revenue Market Share by Application (2027-2032) Table 34. Estate Planning Solutions Company Information Table 35. Estate Planning Solutions Business Overview Table 36. Estate Planning Solutions Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026) Table 37. Estate Planning Solutions Estate Planning Services Product Portfolio Table 38. Estate Planning Solutions Recent Development Table 39. Creative Planning Company Information Table 40. Creative Planning Business Overview Table 41. Creative Planning Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026) Table 42. Creative Planning Estate Planning Services Product Portfolio Table 43. Creative Planning Recent Development Table 44. Mariner Wealth Advisors Company Information Table 45. Mariner Wealth Advisors Business Overview Table 46. Mariner Wealth Advisors Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026) Table 47. Mariner Wealth Advisors Estate Planning Services Product Portfolio Table 48. Mariner Wealth Advisors Recent Development Table 49. Trust & Will Company Information Table 50. Trust & Will Business Overview Table 51. Trust & Will Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026) Table 52. Trust & Will Estate Planning Services Product Portfolio Table 53. Trust & Will Recent Development Table 54. WealthCounsel Company Information Table 55. WealthCounsel Business Overview Table 56. WealthCounsel Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026) Table 57. WealthCounsel Estate Planning Services Product Portfolio Table 58. WealthCounsel Recent Development Table 59. Clark Hill Company Information Table 60. Clark Hill Business Overview Table 61. Clark Hill Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026) Table 62. Clark Hill Estate Planning Services Product Portfolio Table 63. Clark Hill Recent Development Table 64. ClearEstate Company Information Table 65. ClearEstate Business Overview Table 66. ClearEstate Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026) Table 67. ClearEstate Estate Planning Services Product Portfolio Table 68. ClearEstate Recent Development Table 69. Vedder Price Company Information Table 70. Vedder Price Business Overview Table 71. Vedder Price Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026) Table 72. Vedder Price Estate Planning Services Product Portfolio Table 73. Vedder Price Recent Development Table 74. Commerce Trust Company Information Table 75. Commerce Trust Business Overview Table 76. Commerce Trust Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026) Table 77. Commerce Trust Estate Planning Services Product Portfolio Table 78. Commerce Trust Recent Development Table 79. Allworth Financial Company Information Table 80. Allworth Financial Business Overview Table 81. Allworth Financial Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026) Table 82. Allworth Financial Estate Planning Services Product Portfolio Table 83. Allworth Financial Recent Development Table 84. PreceptsGroup International Company Information Table 85. PreceptsGroup International Business Overview Table 86. PreceptsGroup International Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026) Table 87. PreceptsGroup International Estate Planning Services Product Portfolio Table 88. PreceptsGroup International Recent Development Table 89. Fidelity Estate Planner Company Information Table 90. Fidelity Estate Planner Business Overview Table 91. Fidelity Estate Planner Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026) Table 92. Fidelity Estate Planner Estate Planning Services Product Portfolio Table 93. Fidelity Estate Planner Recent Development Table 94. ePIC Services Company Company Information Table 95. ePIC Services Company Business Overview Table 96. ePIC Services Company Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026) Table 97. ePIC Services Company Estate Planning Services Product Portfolio Table 98. ePIC Services Company Recent Development Table 99. EP Wealth Advisors Company Information Table 100. EP Wealth Advisors Business Overview Table 101. EP Wealth Advisors Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026) Table 102. EP Wealth Advisors Estate Planning Services Product Portfolio Table 103. EP Wealth Advisors Recent Development Table 104. TCG Advisors Company Information Table 105. TCG Advisors Business Overview Table 106. TCG Advisors Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026) Table 107. TCG Advisors Estate Planning Services Product Portfolio Table 108. TCG Advisors Recent Development Table 109. RBC Wealth Management Company Information Table 110. RBC Wealth Management Business Overview Table 111. RBC Wealth Management Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026) Table 112. RBC Wealth Management Estate Planning Services Product Portfolio Table 113. RBC Wealth Management Recent Development Table 114. Peak Trust Company Company Information Table 115. Peak Trust Company Business Overview Table 116. Peak Trust Company Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026) Table 117. Peak Trust Company Estate Planning Services Product Portfolio Table 118. Peak Trust Company Recent Development Table 119. First Bank and Trust Company Information Table 120. First Bank and Trust Business Overview Table 121. First Bank and Trust Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026) Table 122. First Bank and Trust Estate Planning Services Product Portfolio Table 123. First Bank and Trust Recent Development Table 124. Lewis Rice LLC Company Information Table 125. Lewis Rice LLC Business Overview Table 126. Lewis Rice LLC Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026) Table 127. Lewis Rice LLC Estate Planning Services Product Portfolio Table 128. Lewis Rice LLC Recent Development Table 129. Edward Jones Company Information Table 130. Edward Jones Business Overview Table 131. Edward Jones Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026) Table 132. Edward Jones Estate Planning Services Product Portfolio Table 133. Edward Jones Recent Development Table 134. North America Estate Planning Services Market Size by Type (2021-2026) & (US$ Million) Table 135. North America Estate Planning Services Market Size by Type (2027-2032) & (US$ Million) Table 136. North America Estate Planning Services Market Size by Application (2021-2026) & (US$ Million) Table 137. North America Estate Planning Services Market Size by Application (2027-2032) & (US$ Million) Table 138. North America Estate Planning Services Market Size by Country (2021 VS 2025 VS 2032) & (US$ Million) Table 139. North America Estate Planning Services Market Size by Country (2021-2026) Table 140. North America Estate Planning Services Market Size by Country (2027-2032) Table 141. Europe Estate Planning Services Market Size by Type (2021-2026) & (US$ Million) Table 142. Europe Estate Planning Services Market Size by Type (2027-2032) & (US$ Million) Table 143. Europe Estate Planning Services Market Size by Application (2021-2026) & (US$ Million) Table 144. Europe Estate Planning Services Market Size by Application (2027-2032) & (US$ Million) Table 145. Europe Estate Planning Services Market Size by Country (2021 VS 2025 VS 2032) & (US$ Million) Table 146. Europe Estate Planning Services Market Size by Country (2021-2026) Table 147. Europe Estate Planning Services Market Size by Country (2027-2032) Table 148. China Estate Planning Services Market Size by Type (2021-2026) & (US$ Million) Table 149. China Estate Planning Services Market Size by Type (2027-2032) & (US$ Million) Table 150. China Estate Planning Services Market Size by Application (2021-2026) & (US$ Million) Table 151. China Estate Planning Services Market Size by Application (2027-2032) & (US$ Million) Table 152. Asia Estate Planning Services Market Size by Type (2021-2026) & (US$ Million) Table 153. Asia Estate Planning Services Market Size by Type (2027-2032) & (US$ Million) Table 154. Asia Estate Planning Services Market Size by Application (2021-2026) & (US$ Million) Table 155. Asia Estate Planning Services Market Size by Application (2027-2032) & (US$ Million) Table 156. Asia Estate Planning Services Market Size by Country (2021 VS 2025 VS 2032) & (US$ Million) Table 157. Asia Estate Planning Services Market Size by Country (2021-2026) Table 158. Asia Estate Planning Services Market Size by Country (2027-2032) Table 159. South America, Middle East & Africa Estate Planning Services Market Size by Type (2021-2026) & (US$ Million) Table 160. South America, Middle East & Africa Estate Planning Services Market Size by Type (2027-2032) & (US$ Million) Table 161. South America, Middle East & Africa Estate Planning Services Market Size by Application (2021-2026) & (US$ Million) Table 162. South America, Middle East & Africa Estate Planning Services Market Size by Application (2027-2032) & (US$ Million) Table 163. South America, Middle East & Africa Estate Planning Services Market Size by Country (2021 VS 2025 VS 2032) & (US$ Million) Table 164. South America, Middle East & Africa Estate Planning Services Market Size by Country (2021-2026) Table 165. South America, Middle East & Africa Estate Planning Services Market Size by Country (2027-2032) Table 166. Research Programs/Design for This Report Table 167. Authors List of This Report Table 168. Secondary Sources Table 169. Primary Sources List of Figures Figure 1. Estate Planning Services Product Image Figure 2. Global Estate Planning Services Market Size Growth Rate by Type, 2021 VS 2025 VS 2032 (US$ Million) Figure 3. Global Estate Planning Services Market Share by Type: 2025 VS 2032 Figure 4. Wills Image Figure 5. Trusts Image Figure 6. Power of Attorney Image Figure 7. Others Image Figure 8. Global Estate Planning Services Market Size Growth Rate by Application, 2021 VS 2025 VS 2032 (US$ Million) Figure 9. Global Estate Planning Services Market Share by Application: 2025 VS 2032 Figure 10. Online Planning Image Figure 11. Offline Planning Image Figure 12. Global Estate Planning Services Market Size (US$ Million), 2021 VS 2025 VS 2032 Figure 13. Global Estate Planning Services Market Size (2021-2032) & (US$ Million) Figure 14. Global Estate Planning Services Market Share by Region: 2025 VS 2032 Figure 15. Years Considered Figure 16. Global Estate Planning Services Market Share by Players in 2025 Figure 17. Global Top 5 and 10 Estate Planning Services Players Market Share by Revenue in 2025 Figure 18. Company Type (Tier 1, Tier 2, and Tier 3): 2021 VS 2025 Figure 19. Global Estate Planning Services Market Size by Type (2021 VS 2025 VS 2032) & (US$ Million) Figure 20. Global Estate Planning Services Revenue Market Share by Type (2021-2032) Figure 21. Global Estate Planning Services Market Size by Application (2021 VS 2025 VS 2032) & (US$ Million) Figure 22. Global Estate Planning Services Revenue Market Share by Application (2021-2032) Figure 23. North America Estate Planning Services Market Size (2021-2032) & (US$ Million) Figure 24. North America Estate Planning Services Market Share by Type (2021-2032) Figure 25. North America Estate Planning Services Market Share by Application (2021-2032) Figure 26. North America Estate Planning Services Market Share by Country (2021-2032) Figure 27. United States Estate Planning Services Market Size (2021-2032) & (US$ Million) Figure 28. Canada Estate Planning Services Market Size (2021-2032) & (US$ Million) Figure 29. Mexico Estate Planning Services Market Size (2021-2032) & (US$ Million) Figure 30. Europe Estate Planning Services Market Size (2021-2032) & (US$ Million) Figure 31. Europe Estate Planning Services Market Share by Type (2021-2032) Figure 32. Europe Estate Planning Services Market Share by Application (2021-2032) Figure 33. Europe Estate Planning Services Market Share by Country (2021-2032) Figure 34. Germany Estate Planning Services Market Size (2021-2032) & (US$ Million) Figure 35. France Estate Planning Services Market Size (2021-2032) & (US$ Million) Figure 36. U.K. Estate Planning Services Market Size (2021-2032) & (US$ Million) Figure 37. Italy Estate Planning Services Market Size (2021-2032) & (US$ Million) Figure 38. Russia Estate Planning Services Market Size (2021-2032) & (US$ Million) Figure 39. Nordic Countries Estate Planning Services Market Size (2021-2032) & (US$ Million) Figure 40. China Estate Planning Services Market Size (2021-2032) & (US$ Million) Figure 41. China Estate Planning Services Market Share by Type (2021-2032) Figure 42. China Estate Planning Services Market Share by Application (2021-2032) Figure 43. Asia Estate Planning Services Market Size (2021-2032) & (US$ Million) Figure 44. Asia Estate Planning Services Market Share by Type (2021-2032) Figure 45. Asia Estate Planning Services Market Share by Application (2021-2032) Figure 46. Asia Estate Planning Services Market Share by Country (2021-2032) Figure 47. Japan Estate Planning Services Market Size (2021-2032) & (US$ Million) Figure 48. South Korea Estate Planning Services Market Size (2021-2032) & (US$ Million) Figure 49. Taiwan Estate Planning Services Market Size (2021-2032) & (US$ Million) Figure 50. Southeast Asia Estate Planning Services Market Size (2021-2032) & (US$ Million) Figure 51. India Estate Planning Services Market Size (2021-2032) & (US$ Million) Figure 52. Australia Estate Planning Services Market Size (2021-2032) & (US$ Million) Figure 53. South America, Middle East & Africa Estate Planning Services Market Size (2021-2032) & (US$ Million) Figure 54. South America, Middle East & Africa Estate Planning Services Market Share by Type (2021-2032) Figure 55. South America, Middle East & Africa Estate Planning Services Market Share by Application (2021-2032) Figure 56. South America, Middle East & Africa Estate Planning Services Market Share by Country (2021-2032) Figure 57. Brazil Estate Planning Services Market Size (2021-2032) & (US$ Million) Figure 58. South Africa Estate Planning Services Market Size (2021-2032) & (US$ Million) Figure 59. Saudi Arabia Estate Planning Services Market Size (2021-2032) & (US$ Million) Figure 60. Turkey Estate Planning Services Market Size (2021-2032) & (US$ Million) Figure 61. Argentina Estate Planning Services Market Size (2021-2032) & (US$ Million) Figure 62. UAE Estate Planning Services Market Size (2021-2032) & (US$ Million) Figure 63. Egypt Estate Planning Services Market Size (2021-2032) & (US$ Million) Figure 64. Chile Estate Planning Services Market Size (2021-2032) & (US$ Million) Figure 65. Research Process Figure 66. Key Executives Interviewed

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. 1.1 Product Definition
  2. 1.2 Market Analysis by Type
  3. 1.2.1 Global Estate Planning Services Market Size Growth Rate by Type: 2021 VS 2025 VS 2032
  4. 1.2.2 Wills
  5. 1.2.3 Trusts
  6. 1.2.4 Power of Attorney
  7. 1.2.5 Others
  8. 1.3 Market Analysis by Application
  9. 1.3.1 Global Estate Planning Services Market Size Growth Rate by Application: 2021 VS 2025 VS 2032
  10. 1.3.2 Online Planning
  11. 1.3.3 Offline Planning
  12. 1.4 Global Market Growth Prospects
  13. 1.5 Global Estate Planning Services Growth Trends by Region
  14. 1.5.1 Global Estate Planning Services Market Size by Region: 2021 VS 2025 VS 2032
  15. 1.5.2 Estate Planning Services Market Size by Region (2021-2026)
  16. 1.5.3 Estate Planning Services Market Size by Region (2027-2032)
  17. 1.6 Assumptions and Limitations
  18. 1.7 Study Goals and Objectives
  19. 1.8 Years Considered
2 Global Estate Planning Services Market Dynamics
  1. 2.1 Estate Planning Services Industry Trends
  2. 2.2 Estate Planning Services Industry Drivers
  3. 2.3 Estate Planning Services Industry Opportunities and Challenges
  4. 2.4 Estate Planning Services Industry Restraints
3 Competitive Landscape by Company
  1. 3.1 Global Estate Planning Services Revenue by Company (2021-2026)
  2. 3.2 Global Estate Planning Services Players Revenue Ranking, 2024 VS 2025 VS 2026
  3. 3.3 Global Estate Planning Services Key Company Head office and Area Served
  4. 3.4 Global Estate Planning Services Company, Product Type & Application
  5. 3.5 Global Estate Planning Services Company Establishment Date
  6. 3.6 Market Competitive Analysis
  7. 3.6.1 Global Estate Planning Services Market CR5 and HHI
  8. 3.6.2 Global Top 5 and 10 Estate Planning Services Players Market Share by Revenue in 2025
  9. 3.6.3 2025 Estate Planning Services Tier 1, Tier 2, and Tier 3
4 Estate Planning Services Market by Type
  1. 4.1 Global Estate Planning Services Market Size by Type (2021 VS 2025 VS 2032)
  2. 4.2 Global Estate Planning Services Market Size by Type (2021-2032)
  3. 4.3 Global Estate Planning Services Market Size Share by Type (2021-2032)
5 Estate Planning Services Market by Application
  1. 5.1 Global Estate Planning Services Market Size by Application (2021 VS 2025 VS 2032)
  2. 5.2 Global Estate Planning Services Market Size by Application (2021-2032)
  3. 5.3 Global Estate Planning Services Market Size Share by Application (2021-2032)
6 Company Profiles
  1. 6.1 Estate Planning Solutions
  2. 6.1.1 Estate Planning Solutions Company Information
  3. 6.1.2 Estate Planning Solutions Business Overview
  4. 6.1.3 Estate Planning Solutions Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026)
  5. 6.1.4 Estate Planning Solutions Estate Planning Services Product Portfolio
  6. 6.1.5 Estate Planning Solutions Recent Developments
  7. 6.2 Creative Planning
  8. 6.2.1 Creative Planning Company Information
  9. 6.2.2 Creative Planning Business Overview
  10. 6.2.3 Creative Planning Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026)
  11. 6.2.4 Creative Planning Estate Planning Services Product Portfolio
  12. 6.2.5 Creative Planning Recent Developments
  13. 6.3 Mariner Wealth Advisors
  14. 6.3.1 Mariner Wealth Advisors Company Information
  15. 6.3.2 Mariner Wealth Advisors Business Overview
  16. 6.3.3 Mariner Wealth Advisors Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026)
  17. 6.3.4 Mariner Wealth Advisors Estate Planning Services Product Portfolio
  18. 6.3.5 Mariner Wealth Advisors Recent Developments
  19. 6.4 Trust & Will
  20. 6.4.1 Trust & Will Company Information
  21. 6.4.2 Trust & Will Business Overview
  22. 6.4.3 Trust & Will Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026)
  23. 6.4.4 Trust & Will Estate Planning Services Product Portfolio
  24. 6.4.5 Trust & Will Recent Developments
  25. 6.5 WealthCounsel
  26. 6.5.1 WealthCounsel Company Information
  27. 6.5.2 WealthCounsel Business Overview
  28. 6.5.3 WealthCounsel Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026)
  29. 6.5.4 WealthCounsel Estate Planning Services Product Portfolio
  30. 6.5.5 WealthCounsel Recent Developments
  31. 6.6 Clark Hill
  32. 6.6.1 Clark Hill Company Information
  33. 6.6.2 Clark Hill Business Overview
  34. 6.6.3 Clark Hill Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026)
  35. 6.6.4 Clark Hill Estate Planning Services Product Portfolio
  36. 6.6.5 Clark Hill Recent Developments
  37. 6.7 ClearEstate
  38. 6.7.1 ClearEstate Company Information
  39. 6.7.2 ClearEstate Business Overview
  40. 6.7.3 ClearEstate Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026)
  41. 6.7.4 ClearEstate Estate Planning Services Product Portfolio
  42. 6.7.5 ClearEstate Recent Developments
  43. 6.8 Vedder Price
  44. 6.8.1 Vedder Price Company Information
  45. 6.8.2 Vedder Price Business Overview
  46. 6.8.3 Vedder Price Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026)
  47. 6.8.4 Vedder Price Estate Planning Services Product Portfolio
  48. 6.8.5 Vedder Price Recent Developments
  49. 6.9 Commerce Trust
  50. 6.9.1 Commerce Trust Company Information
  51. 6.9.2 Commerce Trust Business Overview
  52. 6.9.3 Commerce Trust Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026)
  53. 6.9.4 Commerce Trust Estate Planning Services Product Portfolio
  54. 6.9.5 Commerce Trust Recent Developments
  55. 6.10 Allworth Financial
  56. 6.10.1 Allworth Financial Company Information
  57. 6.10.2 Allworth Financial Business Overview
  58. 6.10.3 Allworth Financial Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026)
  59. 6.10.4 Allworth Financial Estate Planning Services Product Portfolio
  60. 6.10.5 Allworth Financial Recent Developments
  61. 6.11 PreceptsGroup International
  62. 6.11.1 PreceptsGroup International Company Information
  63. 6.11.2 PreceptsGroup International Business Overview
  64. 6.11.3 PreceptsGroup International Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026)
  65. 6.11.4 PreceptsGroup International Estate Planning Services Product Portfolio
  66. 6.11.5 PreceptsGroup International Recent Developments
  67. 6.12 Fidelity Estate Planner
  68. 6.12.1 Fidelity Estate Planner Company Information
  69. 6.12.2 Fidelity Estate Planner Business Overview
  70. 6.12.3 Fidelity Estate Planner Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026)
  71. 6.12.4 Fidelity Estate Planner Estate Planning Services Product Portfolio
  72. 6.12.5 Fidelity Estate Planner Recent Developments
  73. 6.13 ePIC Services Company
  74. 6.13.1 ePIC Services Company Company Information
  75. 6.13.2 ePIC Services Company Business Overview
  76. 6.13.3 ePIC Services Company Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026)
  77. 6.13.4 ePIC Services Company Estate Planning Services Product Portfolio
  78. 6.13.5 ePIC Services Company Recent Developments
  79. 6.14 EP Wealth Advisors
  80. 6.14.1 EP Wealth Advisors Company Information
  81. 6.14.2 EP Wealth Advisors Business Overview
  82. 6.14.3 EP Wealth Advisors Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026)
  83. 6.14.4 EP Wealth Advisors Estate Planning Services Product Portfolio
  84. 6.14.5 EP Wealth Advisors Recent Developments
  85. 6.15 TCG Advisors
  86. 6.15.1 TCG Advisors Company Information
  87. 6.15.2 TCG Advisors Business Overview
  88. 6.15.3 TCG Advisors Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026)
  89. 6.15.4 TCG Advisors Estate Planning Services Product Portfolio
  90. 6.15.5 TCG Advisors Recent Developments
  91. 6.16 RBC Wealth Management
  92. 6.16.1 RBC Wealth Management Company Information
  93. 6.16.2 RBC Wealth Management Business Overview
  94. 6.16.3 RBC Wealth Management Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026)
  95. 6.16.4 RBC Wealth Management Estate Planning Services Product Portfolio
  96. 6.16.5 RBC Wealth Management Recent Developments
  97. 6.17 Peak Trust Company
  98. 6.17.1 Peak Trust Company Company Information
  99. 6.17.2 Peak Trust Company Business Overview
  100. 6.17.3 Peak Trust Company Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026)
  101. 6.17.4 Peak Trust Company Estate Planning Services Product Portfolio
  102. 6.17.5 Peak Trust Company Recent Developments
  103. 6.18 First Bank and Trust
  104. 6.18.1 First Bank and Trust Company Information
  105. 6.18.2 First Bank and Trust Business Overview
  106. 6.18.3 First Bank and Trust Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026)
  107. 6.18.4 First Bank and Trust Estate Planning Services Product Portfolio
  108. 6.18.5 First Bank and Trust Recent Developments
  109. 6.19 Lewis Rice LLC
  110. 6.19.1 Lewis Rice LLC Company Information
  111. 6.19.2 Lewis Rice LLC Business Overview
  112. 6.19.3 Lewis Rice LLC Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026)
  113. 6.19.4 Lewis Rice LLC Estate Planning Services Product Portfolio
  114. 6.19.5 Lewis Rice LLC Recent Developments
  115. 6.20 Edward Jones
  116. 6.20.1 Edward Jones Company Information
  117. 6.20.2 Edward Jones Business Overview
  118. 6.20.3 Edward Jones Estate Planning Services Revenue and Gross Margin (US$ Million) & (2021-2026)
  119. 6.20.4 Edward Jones Estate Planning Services Product Portfolio
  120. 6.20.5 Edward Jones Recent Developments
7 North America
  1. 7.1 North America Estate Planning Services Market Size (2021-2032)
  2. 7.2 North America Estate Planning Services Market Size by Type
  3. 7.2.1 North America Estate Planning Services Market Size by Type (2021-2026)
  4. 7.2.2 North America Estate Planning Services Market Size by Type (2027-2032)
  5. 7.2.3 North America Estate Planning Services Market Share by Type (2021-2032)
  6. 7.3 North America Estate Planning Services Market Size by Application
  7. 7.3.1 North America Estate Planning Services Market Size by Application (2021-2026)
  8. 7.3.2 North America Estate Planning Services Market Size by Application (2027-2032)
  9. 7.3.3 North America Estate Planning Services Market Share by Application (2021-2032)
  10. 7.4 North America Estate Planning Services Market Size by Country
  11. 7.4.1 North America Estate Planning Services Market Size by Country (2021 VS 2025 VS 2032)
  12. 7.4.2 North America Estate Planning Services Market Size by Country (2021-2026)
  13. 7.4.3 North America Estate Planning Services Market Size by Country (2027-2032)
  14. 7.4.4 North America Estate Planning Services Market Share by Country (2021-2032)
  15. 7.4.5 United States
  16. 7.4.6 Canada
  17. 7.4.7 Mexico
8 Europe
  1. 8.1 Europe Estate Planning Services Market Size (2021-2032)
  2. 8.2 Europe Estate Planning Services Market Size by Type
  3. 8.2.1 Europe Estate Planning Services Market Size by Type (2021-2026)
  4. 8.2.2 Europe Estate Planning Services Market Size by Type (2027-2032)
  5. 8.2.3 Europe Estate Planning Services Market Share by Type (2021-2032)
  6. 8.3 Europe Estate Planning Services Market Size by Application
  7. 8.3.1 Europe Estate Planning Services Market Size by Application (2021-2026)
  8. 8.3.2 Europe Estate Planning Services Market Size by Application (2027-2032)
  9. 8.3.3 Europe Estate Planning Services Market Share by Application (2021-2032)
  10. 8.4 Europe Estate Planning Services Market Size by Country
  11. 8.4.1 Europe Estate Planning Services Market Size by Country (2021 VS 2025 VS 2032)
  12. 8.4.2 Europe Estate Planning Services Market Size by Country (2021-2026)
  13. 8.4.3 Europe Estate Planning Services Market Size by Country (2027-2032)
  14. 8.4.4 Europe Estate Planning Services Market Share by Country (2021-2032)
  15. 8.4.5 Germany
  16. 8.4.6 France
  17. 8.4.7 U.K.
  18. 8.4.8 Italy
  19. 8.4.9 Russia
  20. 8.4.10 Nordic Countries
9 China
  1. 9.1 China Estate Planning Services Market Size (2021-2032)
  2. 9.2 China Estate Planning Services Market Size by Type
  3. 9.2.1 China Estate Planning Services Market Size by Type (2021-2026)
  4. 9.2.2 China Estate Planning Services Market Size by Type (2027-2032)
  5. 9.2.3 China Estate Planning Services Market Share by Type (2021-2032)
  6. 9.3 China Estate Planning Services Market Size by Application
  7. 9.3.1 China Estate Planning Services Market Size by Application (2021-2026)
  8. 9.3.2 China Estate Planning Services Market Size by Application (2027-2032)
  9. 9.3.3 China Estate Planning Services Market Share by Application (2021-2032)
10 Asia (Excluding China)
  1. 10.1 Asia Estate Planning Services Market Size (2021-2032)
  2. 10.2 Asia Estate Planning Services Market Size by Type
  3. 10.2.1 Asia Estate Planning Services Market Size by Type (2021-2026)
  4. 10.2.2 Asia Estate Planning Services Market Size by Type (2027-2032)
  5. 10.2.3 Asia Estate Planning Services Market Share by Type (2021-2032)
  6. 10.3 Asia Estate Planning Services Market Size by Application
  7. 10.3.1 Asia Estate Planning Services Market Size by Application (2021-2026)
  8. 10.3.2 Asia Estate Planning Services Market Size by Application (2027-2032)
  9. 10.3.3 Asia Estate Planning Services Market Share by Application (2021-2032)
  10. 10.4 Asia Estate Planning Services Market Size by Country
  11. 10.4.1 Asia Estate Planning Services Market Size by Country (2021 VS 2025 VS 2032)
  12. 10.4.2 Asia Estate Planning Services Market Size by Country (2021-2026)
  13. 10.4.3 Asia Estate Planning Services Market Size by Country (2027-2032)
  14. 10.4.4 Asia Estate Planning Services Market Share by Country (2021-2032)
  15. 10.4.5 Japan
  16. 10.4.6 South Korea
  17. 10.4.7 Taiwan
  18. 10.4.8 Southeast Asia
  19. 10.4.9 India
  20. 10.4.10 Australia
11 South America, Middle East & Africa
  1. 11.1 South America, Middle East & Africa Estate Planning Services Market Size (2021-2032)
  2. 11.2 South America, Middle East & Africa Estate Planning Services Market Size by Type
  3. 11.2.1 South America, Middle East & Africa Estate Planning Services Market Size by Type (2021-2026)
  4. 11.2.2 South America, Middle East & Africa Estate Planning Services Market Size by Type (2027-2032)
  5. 11.2.3 South America, Middle East & Africa Estate Planning Services Market Share by Type (2021-2032)
  6. 11.3 South America, Middle East & Africa Estate Planning Services Market Size by Application
  7. 11.3.1 South America, Middle East & Africa Estate Planning Services Market Size by Application (2021-2026)
  8. 11.3.2 South America, Middle East & Africa Estate Planning Services Market Size by Application (2027-2032)
  9. 11.3.3 South America, Middle East & Africa Estate Planning Services Market Share by Application (2021-2032)
  10. 11.4 South America, Middle East & Africa Estate Planning Services Market Size by Country
  11. 11.4.1 South America, Middle East & Africa Estate Planning Services Market Size by Country (2021 VS 2025 VS 2032)
  12. 11.4.2 South America, Middle East & Africa Estate Planning Services Market Size by Country (2021-2026)
  13. 11.4.3 South America, Middle East & Africa Estate Planning Services Market Size by Country (2027-2032)
  14. 11.4.4 South America, Middle East & Africa Estate Planning Services Market Share by Country (2021-2032)
  15. 11.4.5 Brazil
  16. 11.4.6 South Africa
  17. 11.4.7 Saudi Arabia
  18. 11.4.8 Turkey
  19. 11.4.9 Argentina
  20. 11.4.9 UAE
  21. 11.4.9 Egypt
  22. 11.4.9 Chile
12 Concluding Insights
    13 Appendix
    1. 13.1 Reasons for Doing This Study
    2. 13.2 Research Methodology
    3. 13.3 Research Process
    4. 13.4 Authors List of This Report
    5. 13.5 Data Source
    6. 13.5.1 Secondary Sources
    7. 13.5.2 Primary Sources
    8. 13.6 Disclaimer

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