Estate Planning Service Market Report – Research, Industry Analysis Reports and Market Demands

Global Estate Planning Service Market 2025 by Company, Regions, Type and Application, Forecast to 2031

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Table of Content

1 Market Overview

1.1 Product Overview and Scope
1.2 Market Estimation Caveats and Base Year
1.3 Classification of Estate Planning Service by Type
- 1.3.1 Overview: Global Estate Planning Service Market Size by Type: 2020 Versus 2024 Versus 2031
- 1.3.2 Global Estate Planning Service Consumption Value Market Share by Type in 2024
- 1.3.3 Wills
- 1.3.4 Will Trusts
- 1.3.5 Lifetime Trusts
- 1.3.6 Lasting Power of Attorney
- 1.3.7 Others
1.4 Global Estate Planning Service Market by Application
- 1.4.1 Overview: Global Estate Planning Service Market Size by Application: 2020 Versus 2024 Versus 2031
- 1.4.2 Married with Children
- 1.4.3 Blended Family
- 1.4.4 Single with Children
- 1.4.5 Others
1.5 Global Estate Planning Service Market Size & Forecast
1.6 Global Estate Planning Service Market Size and Forecast by Region
- 1.6.1 Global Estate Planning Service Market Size by Region: 2020 VS 2024 VS 2031
- 1.6.2 Global Estate Planning Service Market Size by Region, (2020-2031)
- 1.6.3 North America Estate Planning Service Market Size and Prospect (2020-2031)
- 1.6.4 Europe Estate Planning Service Market Size and Prospect (2020-2031)
- 1.6.5 Asia-Pacific Estate Planning Service Market Size and Prospect (2020-2031)
- 1.6.6 South America Estate Planning Service Market Size and Prospect (2020-2031)
- 1.6.7 Middle East & Africa Estate Planning Service Market Size and Prospect (2020-2031)

2 Company Profiles

3 Market Competition, by Players

3.1 Global Estate Planning Service Revenue and Share by Players (2020-2025)
3.2 Market Share Analysis (2024)
- 3.2.1 Market Share of Estate Planning Service by Company Revenue
- 3.2.2 Top 3 Estate Planning Service Players Market Share in 2024
- 3.2.3 Top 6 Estate Planning Service Players Market Share in 2024
3.3 Estate Planning Service Market: Overall Company Footprint Analysis
- 3.3.1 Estate Planning Service Market: Region Footprint
- 3.3.2 Estate Planning Service Market: Company Product Type Footprint
- 3.3.3 Estate Planning Service Market: Company Product Application Footprint
3.4 New Market Entrants and Barriers to Market Entry
3.5 Mergers, Acquisition, Agreements, and Collaborations

4 Market Size Segment by Type

4.1 Global Estate Planning Service Consumption Value and Market Share by Type (2020-2025)
4.2 Global Estate Planning Service Market Forecast by Type (2026-2031)

5 Market Size Segment by Application

5.1 Global Estate Planning Service Consumption Value Market Share by Application (2020-2025)
5.2 Global Estate Planning Service Market Forecast by Application (2026-2031)

6 North America

6.1 North America Estate Planning Service Consumption Value by Type (2020-2031)
6.2 North America Estate Planning Service Market Size by Application (2020-2031)
6.3 North America Estate Planning Service Market Size by Country
- 6.3.1 North America Estate Planning Service Consumption Value by Country (2020-2031)
- 6.3.2 United States Estate Planning Service Market Size and Forecast (2020-2031)
- 6.3.3 Canada Estate Planning Service Market Size and Forecast (2020-2031)
- 6.3.4 Mexico Estate Planning Service Market Size and Forecast (2020-2031)

7 Europe

7.1 Europe Estate Planning Service Consumption Value by Type (2020-2031)
7.2 Europe Estate Planning Service Consumption Value by Application (2020-2031)
7.3 Europe Estate Planning Service Market Size by Country
- 7.3.1 Europe Estate Planning Service Consumption Value by Country (2020-2031)
- 7.3.2 Germany Estate Planning Service Market Size and Forecast (2020-2031)
- 7.3.3 France Estate Planning Service Market Size and Forecast (2020-2031)
- 7.3.4 United Kingdom Estate Planning Service Market Size and Forecast (2020-2031)
- 7.3.5 Russia Estate Planning Service Market Size and Forecast (2020-2031)
- 7.3.6 Italy Estate Planning Service Market Size and Forecast (2020-2031)

8 Asia-Pacific

8.1 Asia-Pacific Estate Planning Service Consumption Value by Type (2020-2031)
8.2 Asia-Pacific Estate Planning Service Consumption Value by Application (2020-2031)
8.3 Asia-Pacific Estate Planning Service Market Size by Region
- 8.3.1 Asia-Pacific Estate Planning Service Consumption Value by Region (2020-2031)
- 8.3.2 China Estate Planning Service Market Size and Forecast (2020-2031)
- 8.3.3 Japan Estate Planning Service Market Size and Forecast (2020-2031)
- 8.3.4 South Korea Estate Planning Service Market Size and Forecast (2020-2031)
- 8.3.5 India Estate Planning Service Market Size and Forecast (2020-2031)
- 8.3.6 Southeast Asia Estate Planning Service Market Size and Forecast (2020-2031)
- 8.3.7 Australia Estate Planning Service Market Size and Forecast (2020-2031)

9 South America

9.1 South America Estate Planning Service Consumption Value by Type (2020-2031)
9.2 South America Estate Planning Service Consumption Value by Application (2020-2031)
9.3 South America Estate Planning Service Market Size by Country
- 9.3.1 South America Estate Planning Service Consumption Value by Country (2020-2031)
- 9.3.2 Brazil Estate Planning Service Market Size and Forecast (2020-2031)
- 9.3.3 Argentina Estate Planning Service Market Size and Forecast (2020-2031)

10 Middle East & Africa

10.1 Middle East & Africa Estate Planning Service Consumption Value by Type (2020-2031)
10.2 Middle East & Africa Estate Planning Service Consumption Value by Application (2020-2031)
10.3 Middle East & Africa Estate Planning Service Market Size by Country
- 10.3.1 Middle East & Africa Estate Planning Service Consumption Value by Country (2020-2031)
- 10.3.2 Turkey Estate Planning Service Market Size and Forecast (2020-2031)
- 10.3.3 Saudi Arabia Estate Planning Service Market Size and Forecast (2020-2031)
- 10.3.4 UAE Estate Planning Service Market Size and Forecast (2020-2031)

11 Market Dynamics

11.1 Estate Planning Service Market Drivers
11.2 Estate Planning Service Market Restraints
11.3 Estate Planning Service Trends Analysis
11.4 Porters Five Forces Analysis
- 11.4.1 Threat of New Entrants
- 11.4.2 Bargaining Power of Suppliers
- 11.4.3 Bargaining Power of Buyers
- 11.4.4 Threat of Substitutes
- 11.4.5 Competitive Rivalry

12 Industry Chain Analysis

12.1 Estate Planning Service Industry Chain
12.2 Estate Planning Service Upstream Analysis
12.3 Estate Planning Service Midstream Analysis
12.4 Estate Planning Service Downstream Analysis

13 Research Findings and Conclusion

14 Appendix

14.1 Methodology
14.2 Research Process and Data Source

Description

According to our (Global Info Research) latest study, the global Estate Planning Service market size was valued at US$ 4585 million in 2024 and is forecast to a readjusted size of USD 8528 million by 2031 with a CAGR of 9.4% during review period.
The Estate Planning Service market serves as a vital sector within the broader financial and legal landscape, addressing the intricate process of structuring and organizing one"s assets, wealth, and personal wishes to ensure a seamless transfer of assets and preservation of legacies upon passing. Estate planning encompasses a range of strategies and legal instruments that include wills, trusts, power of attorney, and more, aimed at maximizing financial security, minimizing tax burdens, and facilitating the distribution of assets according to the individual"s preferences. This market"s significance has grown as individuals seek to safeguard their financial well-being, protect their families" futures, and navigate complex legal and tax implications. Factors such as changing family structures, evolving tax regulations, and the globalization of wealth have driven the demand for expert estate planning services. Moreover, as society becomes more cognizant of the importance of holistic financial planning, including end-of-life arrangements, the Estate Planning Service market is positioned to experience sustained growth. Collaborations between legal professionals, financial advisors, and wealth managers are shaping this market by offering comprehensive solutions that cater to individual needs. In an era marked by intergenerational wealth transfer and an aging population, the Estate Planning Service market is pivotal in facilitating the responsible and effective management of assets and legacies.
This report is a detailed and comprehensive analysis for global Estate Planning Service market. Both quantitative and qualitative analyses are presented by company, by region & country, by Type and by Application. As the market is constantly changing, this report explores the competition, supply and demand trends, as well as key factors that contribute to its changing demands across many markets. Company profiles and product examples of selected competitors, along with market share estimates of some of the selected leaders for the year 2025, are provided.
Key Features:
Global Estate Planning Service market size and forecasts, in consumption value ($ Million), 2020-2031
Global Estate Planning Service market size and forecasts by region and country, in consumption value ($ Million), 2020-2031
Global Estate Planning Service market size and forecasts, by Type and by Application, in consumption value ($ Million), 2020-2031
Global Estate Planning Service market shares of main players, in revenue ($ Million), 2020-2025
The Primary Objectives in This Report Are:
To determine the size of the total market opportunity of global and key countries
To assess the growth potential for Estate Planning Service
To forecast future growth in each product and end-use market
To assess competitive factors affecting the marketplace
This report profiles key players in the global Estate Planning Service market based on the following parameters - company overview, revenue, gross margin, product portfolio, geographical presence, and key developments. Key companies covered as a part of this study include Hurkan Sayman, Trust & Will, Mercer Advisors, Estate Planning Solutions(Holistic Estate Planning Solutions), Fidelity Wealth Services, Deepbridge Capital, Creative Planning, Mariner Wealth Advisors, LegalShield, Coastal Wealth Management, etc.
This report also provides key insights about market drivers, restraints, opportunities, new product launches or approvals.
Market segmentation
Estate Planning Service market is split by Type and by Application. For the period 2020-2031, the growth among segments provides accurate calculations and forecasts for Consumption Value by Type and by Application. This analysis can help you expand your business by targeting qualified niche markets.
Market segment by Type
Wills
Will Trusts
Lifetime Trusts
Lasting Power of Attorney
Others
Market segment by Application
Married with Children
Blended Family
Single with Children
Others
Market segment by players, this report covers
Hurkan Sayman
Trust & Will
Mercer Advisors
Estate Planning Solutions(Holistic Estate Planning Solutions)
Fidelity Wealth Services
Deepbridge Capital
Creative Planning
Mariner Wealth Advisors
LegalShield
Coastal Wealth Management
NerdWallet
Evelyn Partners
Perpetual Guardian
BNP Paribas Fortis
ArentFox Schiff
Charles Schwab
Downing
Redwood Financial
Northwestern Mutual
Legacy Assurance Plan
Servus Credit Unio
Homrich Berg
WealthCounse
Ingenious
St. James's Place
Vedder Price
Broadway Financial Planning
Shumaker
Thrivent
IOOF
Withum
Strategic Estate Planning Services
Key Retirement Solutions
Triple Point
WITHERS
Vanguard
Sun Life
Rosemont
Carson Wealth Management
EP Wealth Advisors
TIAA
KPMG
Market segment by regions, regional analysis covers
North America (United States, Canada and Mexico)
Europe (Germany, France, UK, Russia, Italy and Rest of Europe)
Asia-Pacific (China, Japan, South Korea, India, Southeast Asia and Rest of Asia-Pacific)
South America (Brazil, Rest of South America)
Middle East & Africa (Turkey, Saudi Arabia, UAE, Rest of Middle East & Africa)
The content of the study subjects, includes a total of 13 chapters:
Chapter 1, to describe Estate Planning Service product scope, market overview, market estimation caveats and base year.
Chapter 2, to profile the top players of Estate Planning Service, with revenue, gross margin, and global market share of Estate Planning Service from 2020 to 2025.
Chapter 3, the Estate Planning Service competitive situation, revenue, and global market share of top players are analyzed emphatically by landscape contrast.
Chapter 4 and 5, to segment the market size by Type and by Application, with consumption value and growth rate by Type, by Application, from 2020 to 2031
Chapter 6, 7, 8, 9, and 10, to break the market size data at the country level, with revenue and market share for key countries in the world, from 2020 to 2025.and Estate Planning Service market forecast, by regions, by Type and by Application, with consumption value, from 2026 to 2031.
Chapter 11, market dynamics, drivers, restraints, trends, Porters Five Forces analysis.
Chapter 12, the key raw materials and key suppliers, and industry chain of Estate Planning Service.
Chapter 13, to describe Estate Planning Service research findings and conclusion.

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