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Industry Growth & Trends

Global Estate Planning Services Industry Growth and Trends Forecast to 2032

3 March 2026122 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

According to APO Research, 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 North America market for Estate Planning Services is projected to increase from US$ million in 2026 to US$ million by 2032, corresponding to 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, registering 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.

Leading global companies in the Estate Planning Services market 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

This report provides a structured, data-driven view of the global Estate Planning Services market, combining harmonized quantitative metrics with targeted qualitative insight to support business and growth strategy, market positioning, and capital allocation.

The Estate Planning Services market size, estimates, and forecasts are presented in terms of revenue (US$ million), with 2025 as the base year and historical and forecast data for 2021-2032. The report segments the global Estate Planning Services market by Type, Application, region/country, and company, provides regional market sizes at the segment level, profiles the competitive landscape and key players and their market ranks, and reviews technology trends and new product developments relevant to Estate Planning Services.

Key Companies & Market Share Insights

This section analyzes the strategies and performance of leading companies in the global Estate Planning Services market, including portfolio focus, innovation and product development, mergers and acquisitions, collaborations, and geographic expansion used to sustain or enhance competitive positions. It also summarizes recent corporate developments and key financial indicators and provides global revenue and gross margin data by manufacturer for 2021-2026, enabling benchmarking of scale, profitability, and market share and supporting assessment of market concentration through indicators such as CR5 and CR10.

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

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

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 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 global and regional market size and CAGR for the history and forecast period (2021-2025, 2026-2031). 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: Provides the analysis of various market segments by type, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.

Chapter 3: Provides the analysis of various market segments by application, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different downstream markets.

Chapter 4: 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 5: Detailed analysis of Estate Planning Services companies' competitive landscape, revenue, market share and ranking, latest development plan, merger, and acquisition information, etc.

Chapter 6: Provides profiles of key players, introducing the basic situation of the main companies in the market in detail, including product introduction, revenue, recent development, etc.

Chapter 7, 8, 9, 10 and 11: North America, Europe, Asia Pacific, South America, Middle East & Africa, revenue by country.

Chapter 12: Concluding Insights of the report

More report detail

Tables and figures
List of Tables Table 1. Global Estate Planning Services Market Size (US$ Million) Comparison by Region: 2021 VS 2025 VS 2032 Table 2. Global Estate Planning Services Market Size by Region (2021-2026) & (US$ Million) Table 3. Global Estate Planning Services Market Share by Region (2021-2026) Table 4. Global Estate Planning Services Market Size by Region (2027-2032) & (US$ Million) Table 5. Global Estate Planning Services Market Share by Region (2027-2032) Table 6. Global Estate Planning Services Market Size by Type (2021 VS 2025 VS 2032) & (US$ Million) Table 7. Global Estate Planning Services Market Size by Type (2021-2026) & (US$ Million) Table 8. Global Estate Planning Services Market Size Share by Type (2021-2026) Table 9. Global Estate Planning Services Market Size Forecasted by Type (2027-2032) & (US$ Million) Table 10. Global Estate Planning Services Market Size Share Forecasted by Type (2027-2032) Table 11. North America Estate Planning Services Market Size Breakdown by Type (2021-2026) & (US$ Million) Table 12. North America Estate Planning Services Market Size Breakdown by Type (2027-2032) & (US$ Million) Table 13. Europe Estate Planning Services Market Size Breakdown by Type (2021-2026) & (US$ Million) Table 14. Europe Estate Planning Services Market Size Breakdown by Type (2027-2032) & (US$ Million) Table 15. Asia-Pacific Estate Planning Services Market Size Breakdown by Type (2021-2026) & (US$ Million) Table 16. Asia-Pacific Estate Planning Services Market Size Breakdown by Type (2027-2032) & (US$ Million) Table 17. Latin America Estate Planning Services Market Size Breakdown by Type (2021-2026) & (US$ Million) Table 18. Latin America Estate Planning Services Market Size Breakdown by Type (2027-2032) & (US$ Million) Table 19. Middle East and Africa Estate Planning Services Market Size Breakdown by Type (2021-2026) & (US$ Million) Table 20. Middle East and Africa Estate Planning Services Market Size Breakdown by Type (2027-2032) & (US$ Million) Table 21. Global Estate Planning Services Market Size by Application (2021 VS 2025 VS 2032) & (US$ Million) Table 22. Global Estate Planning Services Market Size by Application (2021-2026) & (US$ Million) Table 23. Global Estate Planning Services Market Size Share by Application (2021-2026) Table 24. Global Estate Planning Services Market Size Forecasted by Application (2027-2032) & (US$ Million) Table 25. Global Estate Planning Services Market Size Share Forecasted by Application (2027-2032) Table 26. North America Estate Planning Services Market Size Breakdown by Application (2021-2026) & (US$ Million) Table 27. North America Estate Planning Services Market Size Breakdown by Application (2027-2032) & (US$ Million) Table 28. Europe Estate Planning Services Market Size Breakdown by Application (2021-2026) & (US$ Million) Table 29. Europe Estate Planning Services Market Size Breakdown by Application (2027-2032) & (US$ Million) Table 30. Asia-Pacific Estate Planning Services Market Size Breakdown by Application (2021-2026) & (US$ Million) Table 31. Asia-Pacific Estate Planning Services Market Size Breakdown by Application (2027-2032) & (US$ Million) Table 32. Latin America Estate Planning Services Market Size Breakdown by Application (2021-2026) & (US$ Million) Table 33. Latin America Estate Planning Services Market Size Breakdown by Application (2027-2032) & (US$ Million) Table 34. Middle East and Africa Estate Planning Services Market Size Breakdown by Application (2021-2026) & (US$ Million) Table 35. Middle East and Africa Estate Planning Services Market Size Breakdown by Application (2027-2032) & (US$ Million) Table 36. Estate Planning Services Industry Trends Table 37. Estate Planning Services Industry Drivers Table 38. Estate Planning Services Industry Opportunities and Challenges Table 39. Estate Planning Services Industry Restraints Table 40. Global Estate Planning Services Revenue by Company (US$ Million) & (2021-2026) Table 41. Global Estate Planning Services Revenue Market Share by Company (2021-2026) Table 42. Global Estate Planning Services Industry Company Ranking, 2024 VS 2025 VS 2026 Table 43. Global Estate Planning Services Key Company Headquarters & Area Served Table 44. Global Estate Planning Services Company, Product Type & Application Table 45. Global Estate Planning Services Company Commercialization Time Table 46. Global Company Market Concentration Ratio (CR5 and HHI) Table 47. Global Estate Planning Services by Company Type (Tier 1, Tier 2, and Tier 3) & (Based on the Revenue of 2025) Table 48. Estate Planning Solutions Company Information Table 49. Estate Planning Solutions Business Overview Table 50. Estate Planning Solutions Estate Planning Services Revenue (US$ Million), Global Share (%) and Gross Margin (2021-2026) Table 51. Estate Planning Solutions Estate Planning Services Product Portfolio Table 52. Estate Planning Solutions Recent Development Table 53. Creative Planning Company Information Table 54. Creative Planning Business Overview Table 55. Creative Planning Estate Planning Services Revenue (US$ Million), Global Share (%) and Gross Margin (2021-2026) Table 56. Creative Planning Estate Planning Services Product Portfolio Table 57. Creative Planning Recent Development Table 58. Mariner Wealth Advisors Company Information Table 59. Mariner Wealth Advisors Business Overview Table 60. Mariner Wealth Advisors Estate Planning Services Revenue (US$ Million), Global Share (%) and Gross Margin (2021-2026) Table 61. Mariner Wealth Advisors Estate Planning Services Product Portfolio Table 62. Mariner Wealth Advisors Recent Development Table 63. Trust & Will Company Information Table 64. Trust & Will Business Overview Table 65. Trust & Will Estate Planning Services Revenue (US$ Million), Global Share (%) and Gross Margin (2021-2026) Table 66. Trust & Will Estate Planning Services Product Portfolio Table 67. Trust & Will Recent Development Table 68. WealthCounsel Company Information Table 69. WealthCounsel Business Overview Table 70. WealthCounsel Estate Planning Services Revenue (US$ Million), Global Share (%) and Gross Margin (2021-2026) Table 71. WealthCounsel Estate Planning Services Product Portfolio Table 72. WealthCounsel Recent Development Table 73. Clark Hill Company Information Table 74. Clark Hill Business Overview Table 75. Clark Hill Estate Planning Services Revenue (US$ Million), Global Share (%) and Gross Margin (2021-2026) Table 76. Clark Hill Estate Planning Services Product Portfolio Table 77. Clark Hill Recent Development Table 78. ClearEstate Company Information Table 79. ClearEstate Business Overview Table 80. ClearEstate Estate Planning Services Revenue (US$ Million), Global Share (%) and Gross Margin (2021-2026) Table 81. ClearEstate Estate Planning Services Product Portfolio Table 82. ClearEstate Recent Development Table 83. Vedder Price Company Information Table 84. Vedder Price Business Overview Table 85. Vedder Price Estate Planning Services Revenue (US$ Million), Global Share (%) and Gross Margin (2021-2026) Table 86. Vedder Price Estate Planning Services Product Portfolio Table 87. Vedder Price Recent Development Table 88. Commerce Trust Company Information Table 89. Commerce Trust Business Overview Table 90. Commerce Trust Estate Planning Services Revenue (US$ Million), Global Share (%) and Gross Margin (2021-2026) Table 91. Commerce Trust Estate Planning Services Product Portfolio Table 92. Commerce Trust Recent Development Table 93. Allworth Financial Company Information Table 94. Allworth Financial Business Overview Table 95. Allworth Financial Estate Planning Services Revenue (US$ Million), Global Share (%) and Gross Margin (2021-2026) Table 96. Allworth Financial Estate Planning Services Product Portfolio Table 97. Allworth Financial Recent Development Table 98. PreceptsGroup International Company Information Table 99. PreceptsGroup International Business Overview Table 100. PreceptsGroup International Estate Planning Services Revenue (US$ Million), Global Share (%) and Gross Margin (2021-2026) Table 101. PreceptsGroup International Estate Planning Services Product Portfolio Table 102. PreceptsGroup International Recent Development Table 103. Fidelity Estate Planner Company Information Table 104. Fidelity Estate Planner Business Overview Table 105. Fidelity Estate Planner Estate Planning Services Revenue (US$ Million), Global Share (%) and Gross Margin (2021-2026) Table 106. Fidelity Estate Planner Estate Planning Services Product Portfolio Table 107. Fidelity Estate Planner Recent Development Table 108. ePIC Services Company Company Information Table 109. ePIC Services Company Business Overview Table 110. ePIC Services Company Estate Planning Services Revenue (US$ Million), Global Share (%) and Gross Margin (2021-2026) Table 111. ePIC Services Company Estate Planning Services Product Portfolio Table 112. ePIC Services Company Recent Development Table 113. EP Wealth Advisors Company Information Table 114. EP Wealth Advisors Business Overview Table 115. EP Wealth Advisors Estate Planning Services Revenue (US$ Million), Global Share (%) and Gross Margin (2021-2026) Table 116. EP Wealth Advisors Estate Planning Services Product Portfolio Table 117. EP Wealth Advisors Recent Development Table 118. TCG Advisors Company Information Table 119. TCG Advisors Business Overview Table 120. TCG Advisors Estate Planning Services Revenue (US$ Million), Global Share (%) and Gross Margin (2021-2026) Table 121. TCG Advisors Estate Planning Services Product Portfolio Table 122. TCG Advisors Recent Development Table 123. RBC Wealth Management Company Information Table 124. RBC Wealth Management Business Overview Table 125. RBC Wealth Management Estate Planning Services Revenue (US$ Million), Global Share (%) and Gross Margin (2021-2026) Table 126. RBC Wealth Management Estate Planning Services Product Portfolio Table 127. RBC Wealth Management Recent Development Table 128. Peak Trust Company Company Information Table 129. Peak Trust Company Business Overview Table 130. Peak Trust Company Estate Planning Services Revenue (US$ Million), Global Share (%) and Gross Margin (2021-2026) Table 131. Peak Trust Company Estate Planning Services Product Portfolio Table 132. Peak Trust Company Recent Development Table 133. First Bank and Trust Company Information Table 134. First Bank and Trust Business Overview Table 135. First Bank and Trust Estate Planning Services Revenue (US$ Million), Global Share (%) and Gross Margin (2021-2026) Table 136. First Bank and Trust Estate Planning Services Product Portfolio Table 137. First Bank and Trust Recent Development Table 138. Lewis Rice LLC Company Information Table 139. Lewis Rice LLC Business Overview Table 140. Lewis Rice LLC Estate Planning Services Revenue (US$ Million), Global Share (%) and Gross Margin (2021-2026) Table 141. Lewis Rice LLC Estate Planning Services Product Portfolio Table 142. Lewis Rice LLC Recent Development Table 143. Edward Jones Company Information Table 144. Edward Jones Business Overview Table 145. Edward Jones Estate Planning Services Revenue (US$ Million), Global Share (%) and Gross Margin (2021-2026) Table 146. Edward Jones Estate Planning Services Product Portfolio Table 147. Edward Jones Recent Development Table 148. North America Estate Planning Services Market Size Growth Rate (CAGR) by Country (US$ Million): 2021 VS 2025 VS 2032 Table 149. North America Estate Planning Services Market Size by Country (2021-2026) & (US$ Million) Table 150. North America Estate Planning Services Market Share by Country (2021-2026) Table 151. North America Estate Planning Services Market Size Forecast by Country (2027-2032) & (US$ Million) Table 152. North America Estate Planning Services Market Share Forecast by Country (2027-2032) Table 153. Europe Estate Planning Services Market Size Growth Rate (CAGR) by Country (US$ Million): 2021 VS 2025 VS 2032 Table 154. Europe Estate Planning Services Market Size by Country (2021-2026) & (US$ Million) Table 155. Europe Estate Planning Services Market Share by Country (2021-2026) Table 156. Europe Estate Planning Services Market Size Forecast by Country (2027-2032) & (US$ Million) Table 157. Europe Estate Planning Services Market Share Forecast by Country (2027-2032) Table 158. Asia-Pacific Estate Planning Services Market Size Growth Rate (CAGR) by Country (US$ Million): 2021 VS 2025 VS 2032 Table 159. Asia-Pacific Estate Planning Services Market Size by Country (2021-2026) & (US$ Million) Table 160. Asia-Pacific Estate Planning Services Market Share by Country (2021-2026) Table 161. Asia-Pacific Estate Planning Services Market Size Forecast by Country (2027-2032) & (US$ Million) Table 162. Asia-Pacific Estate Planning Services Market Share Forecast by Country (2027-2032) Table 163. Latin America Estate Planning Services Market Size Growth Rate (CAGR) by Country (US$ Million): 2021 VS 2025 VS 2032 Table 164. Latin America Estate Planning Services Market Size by Country (2021-2026) & (US$ Million) Table 165. Latin America Estate Planning Services Market Share by Country (2021-2026) Table 166. Latin America Estate Planning Services Market Size Forecast by Country (2027-2032) & (US$ Million) Table 167. Latin America Estate Planning Services Market Share Forecast by Country (2027-2032) Table 168. Middle East & Africa Estate Planning Services Market Size Growth Rate (CAGR) by Country (US$ Million): 2021 VS 2025 VS 2032 Table 169. Middle East & Africa Estate Planning Services Market Size by Country (2021-2026) & (US$ Million) Table 170. Middle East & Africa Estate Planning Services Market Share by Country (2021-2026) Table 171. Middle East & Africa Estate Planning Services Market Size Forecast by Country (2027-2032) & (US$ Million) Table 172. Middle East & Africa Estate Planning Services Market Share Forecast by Country (2027-2032) Table 173. Research Programs/Design for This Report Table 174. Authors List of This Report Table 175. Secondary Sources List of Figures Figure 1.List of Figures Figure 2. Estate Planning Services Product Image Figure 3. Global Estate Planning Services Market Size (US$ Million), 2021 VS 2025 VS 2032 Figure 4. Global Estate Planning Services Market Size (2021-2032) & (US$ Million) Figure 5. Global Estate Planning Services Market Share by Region: 2025 VS 2032 Figure 6. Global Estate Planning Services Market Share by Region (2021-2032) Figure 7. North America Estate Planning Services Market Size Growth Rate (2021-2032) & (US$ Million) Figure 8. Europe Estate Planning Services Market Size Growth Rate (2021-2032) & (US$ Million) Figure 9. Asia-Pacific Estate Planning Services Market Size Growth Rate (2021-2032) & (US$ Million) Figure 10. Latin America Estate Planning Services Market Size Growth Rate (2021-2032) & (US$ Million) Figure 11. Middle East & Africa Estate Planning Services Market Size Growth Rate (2021-2032) & (US$ Million) Figure 12. Wills Image Figure 13. Global Wills Market Size YoY Growth (2021-2032) & (US$ Million) Figure 14. Trusts Image Figure 15. Global Trusts Market Size YoY Growth (2021-2032) & (US$ Million) Figure 16. Power of Attorney Image Figure 17. Global Power of Attorney Market Size YoY Growth (2021-2032) & (US$ Million) Figure 18. Others Image Figure 19. Global Others Market Size YoY Growth (2021-2032) & (US$ Million) Figure 20. Global Estate Planning Services Market Size Overview by Type (2021-2032) & (US$ Million) Figure 21. Global Estate Planning Services Market Share by Type 2025 VS 2032 Figure 22. North America Estate Planning Services Market Size Share by Type (2021-2032) Figure 23. Europe Estate Planning Services Market Size Share by Type (2021-2032) Figure 24. Asia-Pacific Estate Planning Services Market Size Share by Type (2021-2032) Figure 25. Latin America Estate Planning Services Market Size Share by Type (2021-2032) Figure 26. Middle East and Africa Estate Planning Services Market Size Share by Type (2021-2032) Figure 27. Online Planning Image Figure 28. Global Online Planning Market Size YoY Growth (2021-2032) & (US$ Million) Figure 29. Offline Planning Image Figure 30. Global Offline Planning Market Size YoY Growth (2021-2032) & (US$ Million) Figure 31. Global Estate Planning Services Market Size Overview by Application (2021-2032) & (US$ Million) Figure 32. Global Estate Planning Services Market Share by Application 2025 VS 2032 Figure 33. North America Estate Planning Services Market Size Share by Application (2021-2032) Figure 34. Europe Estate Planning Services Market Size Share by Application (2021-2032) Figure 35. Asia-Pacific Estate Planning Services Market Size Share by Application (2021-2032) Figure 36. Latin America Estate Planning Services Market Size Share by Application (2021-2032) Figure 37. Middle East and Africa Estate Planning Services Market Size Share by Application (2021-2032) Figure 38. Global Top 5 and 10 Estate Planning Services Players Market Share by Revenue in 2025 Figure 39. Company Type (Tier 1, Tier 2, and Tier 3): 2021 VS 2025 Figure 40. North America Estate Planning Services Market Size by Country: 2021 VS 2025 VS 2032 (US$ Million) Figure 41. North America Estate Planning Services Market Share by Country: 2021 VS 2025 VS 2032 Figure 42. North America Estate Planning Services Market Share by Country (2021-2032) Figure 43. Europe Estate Planning Services Market Size by Country: 2021 VS 2025 VS 2032 (US$ Million) Figure 44. Europe Estate Planning Services Market Share by Country: 2021 VS 2025 VS 2032 Figure 45. Europe Estate Planning Services Market Share by Country (2021-2032) Figure 46. Asia-Pacific Estate Planning Services Market Size by Country: 2021 VS 2025 VS 2032 (US$ Million) Figure 47. Asia-Pacific Estate Planning Services Market Share by Country: 2021 VS 2025 VS 2032 Figure 48. Asia-Pacific Estate Planning Services Market Share by Country (2021-2032) Figure 49. Latin America Estate Planning Services Market Size by Country: 2021 VS 2025 VS 2032 (US$ Million) Figure 50. Latin America Estate Planning Services Market Share by Country: 2021 VS 2025 VS 2032 Figure 51. Latin America Estate Planning Services Market Share by Country (2021-2032) Figure 52. Middle East & Africa Estate Planning Services Market Size by Country: 2021 VS 2025 VS 2032 (US$ Million) Figure 53. Middle East & Africa Estate Planning Services Market Share by Country: 2021 VS 2025 VS 2032 Figure 54. Middle East & Africa Estate Planning Services Market Share by Country (2021-2032) Figure 55. Years Considered Figure 56. Research Process Figure 57. 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 Global Market Growth Prospects
  3. 1.3 Global Estate Planning Services Market Size Overview by Region 2021 VS 2025 VS 2032
  4. 1.4 Global Estate Planning Services Market Size by Region (2021-2032)
  5. 1.4.1 Global Estate Planning Services Market Size by Region (2021-2026)
  6. 1.4.2 Global Estate Planning Services Market Size by Region (2027-2032)
  7. 1.5 Key Regions Estate Planning Services Market Size (2021-2032)
  8. 1.5.1 North America Estate Planning Services Market Size Growth Rate (2021-2032)
  9. 1.5.2 Europe Estate Planning Services Market Size Growth Rate (2021-2032)
  10. 1.5.3 Asia-Pacific Estate Planning Services Market Size Growth Rate (2021-2032)
  11. 1.5.4 South America Estate Planning Services Market Size Growth Rate (2021-2032)
  12. 1.5.5 Middle East & Africa Estate Planning Services Market Size Growth Rate (2021-2032)
2 Estate Planning Services Market by Type
  1. 2.1 Type Introduction
  2. 2.1.1 Wills
  3. 2.1.2 Trusts
  4. 2.1.3 Power of Attorney
  5. 2.1.4 Others
  6. 2.2 Global Estate Planning Services Market Size by Type
  7. 2.2.1 Global Estate Planning Services Market Size Overview by Type (2021-2032)
  8. 2.2.2 Global Estate Planning Services Historic Market Size Review by Type (2021-2026)
  9. 2.2.3 Global Estate Planning Services Market Size Forecasted by Type (2027-2032)
  10. 2.3 Global Estate Planning Services Market Size by Regions
  11. 2.3.1 North America Estate Planning Services Market Size Breakdown by Type (2021-2026)
  12. 2.3.2 Europe Estate Planning Services Market Size Breakdown by Type (2021-2026)
  13. 2.3.3 Asia-Pacific Estate Planning Services Market Size Breakdown by Type (2021-2026)
  14. 2.3.4 South America Estate Planning Services Market Size Breakdown by Type (2021-2026)
  15. 2.3.5 Middle East and Africa Estate Planning Services Market Size Breakdown by Type (2021-2026)
3 Estate Planning Services Market by Application
  1. 3.1 Type Introduction
  2. 3.1.1 Online Planning
  3. 3.1.2 Offline Planning
  4. 3.2 Global Estate Planning Services Market Size by Application
  5. 3.2.1 Global Estate Planning Services Market Size Overview by Application (2021-2032)
  6. 3.2.2 Global Estate Planning Services Historic Market Size Review by Application (2021-2026)
  7. 3.2.3 Global Estate Planning Services Market Size Forecasted by Application (2027-2032)
  8. 3.3 Global Estate Planning Services Market Size by Regions
  9. 3.3.1 North America Estate Planning Services Market Size Breakdown by Application (2021-2026)
  10. 3.3.2 Europe Estate Planning Services Market Size Breakdown by Application (2021-2026)
  11. 3.3.3 Asia-Pacific Estate Planning Services Market Size Breakdown by Application (2021-2026)
  12. 3.3.4 South America Estate Planning Services Market Size Breakdown by Application (2021-2026)
  13. 3.3.5 Middle East and Africa Estate Planning Services Market Size Breakdown by Application (2021-2026)
4 Global Market Dynamics
  1. 4.1 Estate Planning Services Industry Trends
  2. 4.2 Estate Planning Services Industry Drivers
  3. 4.3 Estate Planning Services Industry Opportunities and Challenges
  4. 4.4 Estate Planning Services Industry Restraints
5 Competitive Insights by Company
  1. 5.1 Global Top Players by Estate Planning Services Revenue (2021-2026)
  2. 5.2 Global Estate Planning Services Industry Company Ranking, 2024 VS 2025 VS 2026
  3. 5.3 Global Estate Planning Services Key Company Headquarters & Area Served
  4. 5.4 Global Estate Planning Services Company, Product Type & Application
  5. 5.5 Global Estate Planning Services Company Commercialization Time
  6. 5.6 Market Competitive Analysis
  7. 5.6.1 Global Estate Planning Services Market CR5 and HHI
  8. 5.6.2 Global Top 5 and 10 Estate Planning Services Players Market Share by Revenue in 2025
  9. 5.6.3 2025 Estate Planning Services Tier 1, Tier 2, and Tier 3
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, Global Share and Gross Margin (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, Global Share and Gross Margin (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, Global Share and Gross Margin (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, Global Share and Gross Margin (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, Global Share and Gross Margin (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, Global Share and Gross Margin (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, Global Share and Gross Margin (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, Global Share and Gross Margin (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, Global Share and Gross Margin (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, Global Share and Gross Margin (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, Global Share and Gross Margin (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, Global Share and Gross Margin (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, Global Share and Gross Margin (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, Global Share and Gross Margin (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, Global Share and Gross Margin (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, Global Share and Gross Margin (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, Global Share and Gross Margin (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, Global Share and Gross Margin (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, Global Share and Gross Margin (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, Global Share and Gross Margin (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 Growth Rate (CAGR) by Country: 2021 VS 2025 VS 2032
  2. 7.2 North America Estate Planning Services Market Size by Country (2021-2026)
  3. 7.3 North America Estate Planning Services Market Size Forecast by Country (2027-2032)
8 Europe
  1. 8.1 Europe Estate Planning Services Market Size Growth Rate (CAGR) by Country: 2021 VS 2025 VS 2032
  2. 8.2 Europe Estate Planning Services Market Size by Country (2021-2026)
  3. 8.3 Europe Estate Planning Services Market Size Forecast by Country (2027-2032)
9 Asia-Pacific
  1. 9.1 Asia-Pacific Estate Planning Services Market Size Growth Rate (CAGR) by Country: 2021 VS 2025 VS 2032
  2. 9.2 Asia-Pacific Estate Planning Services Market Size by Country (2021-2026)
  3. 9.3 Asia-Pacific Estate Planning Services Market Size Forecast by Country (2027-2032)
10 South America
  1. 10.1 South America Estate Planning Services Market Size Growth Rate (CAGR) by Country: 2021 VS 2025 VS 2032
  2. 10.2 South America Estate Planning Services Market Size by Country (2021-2026)
  3. 10.3 South America Estate Planning Services Market Size Forecast by Country (2027-2032)
11 Middle East & Africa
  1. 11.1 Middle East & Africa Estate Planning Services Market Size Growth Rate (CAGR) by Country: 2021 VS 2025 VS 2032
  2. 11.2 Middle East & Africa Estate Planning Services Market Size by Country (2021-2026)
  3. 11.3 Middle East & Africa Estate Planning Services Market Size Forecast by Country (2027-2032)
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

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