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Service & Software Global Estate Planning Services Market 2026 by Company, Regions, Type and Application, Forecast to 2032

  • RnM4683868
    • |
  • 06 March, 2026
    • |
  • Global
    • |
  • 125 Pages
    • |
  • GIR
    • |
  • Service & Software

According to our (Global Info Research) latest study, the global Estate Planning Services market size was valued at US$ 384 million in 2025 and is forecast to a readjusted size of US$ 577 million by 2032 with a CAGR of 6.1% during review period.
Estate planning services are a comprehensive professional service designed to ensure, based on the wishes of an individual or family, the efficient, smooth, and low-cost transfer of their accumulated wealth to designated heirs or other beneficiaries after their death or in other specific circumstances. This is achieved through a series of forward-looking legal, financial, and tax arrangements. Its core purpose goes far beyond simply making a will; it involves constructing a complete planning system with the core objectives of achieving wealth transfer according to wishes, minimizing estate taxes and other tax burdens, avoiding or reducing inheritance disputes within the family, and making advance arrangements for financial and medical decisions should the client become incapacitated. Services typically include a comprehensive asset review and assessment, the development of personalized succession plans, the creation of wills, trusts, and drafting enduring powers and advance medical instructions, as well as providing ongoing updates and enforcement support.
The estate planning services market has a promising future and is currently undergoing a period of stable growth and profound transformation. The core driving forces mainly come from four aspects: First, the continuous accumulation of personal wealth and the diversification of asset types have given rise to more complex planning needs; second, population aging and changes in family structure have prompted people to think about property distribution and protection issues earlier; third, the significant improvement in public legal awareness and risk prevention awareness has led more and more people to hope to avoid disputes through professional planning; and fourth, the application of digital technologies, such as online planning platforms and AI-assisted solution matching, is making services more efficient, transparent, and accessible. In the future, this service will become more proactive, comprehensive, and personalized, shifting from "post-event remedies" to a "wealth inheritance strategy" that spans the entire life cycle, and deeply integrating with tax planning, family governance, and charitable arrangements, thus continuously releasing market potential.
This report is a detailed and comprehensive analysis for global Estate Planning Services 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 Services market size and forecasts, in consumption value ($ Million), 2021-2032
Global Estate Planning Services market size and forecasts by region and country, in consumption value ($ Million), 2021-2032
Global Estate Planning Services market size and forecasts, by Type and by Application, in consumption value ($ Million), 2021-2032
Global Estate Planning Services market shares of main players, in revenue ($ Million), 2021-2026
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 Services
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 Services 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 Estate Planning Solutions, Creative Planning, Mariner Wealth Advisors, Trust & Will, WealthCounsel, Clark Hill, ClearEstate, Vedder Price, Commerce Trust, Allworth Financial, etc.
This report also provides key insights about market drivers, restraints, opportunities, new product launches or approvals.
Market segmentation
Estate Planning Services market is split by Type and by Application. For the period 2021-2032, 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
Trusts
Power of Attorney
Others
Market segment by Service Providers
Professional Law Firm Services
Financial Institution Services
Third-Party Professional Consulting Firms
Market segment by Target Assets and Complexity
General Personal Asset Planning
Complex Asset and Family Business Planning
Special Needs Planning
Market segment by Application
Online Planning
Offline Planning
Market segment by players, this report covers
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
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 Services product scope, market overview, market estimation caveats and base year.
Chapter 2, to profile the top players of Estate Planning Services, with revenue, gross margin, and global market share of Estate Planning Services from 2021 to 2026.
Chapter 3, the Estate Planning Services 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 2021 to 2032.
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 2021 to 2026.and Estate Planning Services market forecast, by regions, by Type and by Application, with consumption value, from 2027 to 2032.
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 Services.
Chapter 13, to describe Estate Planning Services research findings and conclusion.


1 Market Overview

  • 1.1 Product Overview and Scope
  • 1.2 Market Estimation Caveats and Base Year
  • 1.3 Classification of Estate Planning Services by Type
    • 1.3.1 Overview: Global Estate Planning Services Market Size by Type: 2021 Versus 2025 Versus 2032
    • 1.3.2 Global Estate Planning Services Consumption Value Market Share by Type in 2025
    • 1.3.3 Wills
    • 1.3.4 Trusts
    • 1.3.5 Power of Attorney
    • 1.3.6 Others
  • 1.4 Classification of Estate Planning Services by Service Providers
    • 1.4.1 Overview: Global Estate Planning Services Market Size by Service Providers: 2021 Versus 2025 Versus 2032
    • 1.4.2 Global Estate Planning Services Consumption Value Market Share by Service Providers in 2025
    • 1.4.3 Professional Law Firm Services
    • 1.4.4 Financial Institution Services
    • 1.4.5 Third-Party Professional Consulting Firms
  • 1.5 Classification of Estate Planning Services by Target Assets and Complexity
    • 1.5.1 Overview: Global Estate Planning Services Market Size by Target Assets and Complexity: 2021 Versus 2025 Versus 2032
    • 1.5.2 Global Estate Planning Services Consumption Value Market Share by Target Assets and Complexity in 2025
    • 1.5.3 General Personal Asset Planning
    • 1.5.4 Complex Asset and Family Business Planning
    • 1.5.5 Special Needs Planning
  • 1.6 Global Estate Planning Services Market by Application
    • 1.6.1 Overview: Global Estate Planning Services Market Size by Application: 2021 Versus 2025 Versus 2032
    • 1.6.2 Online Planning
    • 1.6.3 Offline Planning
  • 1.7 Global Estate Planning Services Market Size & Forecast
  • 1.8 Global Estate Planning Services Market Size and Forecast by Region
    • 1.8.1 Global Estate Planning Services Market Size by Region: 2021 VS 2025 VS 2032
    • 1.8.2 Global Estate Planning Services Market Size by Region, (2021-2032)
    • 1.8.3 North America Estate Planning Services Market Size and Prospect (2021-2032)
    • 1.8.4 Europe Estate Planning Services Market Size and Prospect (2021-2032)
    • 1.8.5 Asia-Pacific Estate Planning Services Market Size and Prospect (2021-2032)
    • 1.8.6 South America Estate Planning Services Market Size and Prospect (2021-2032)
    • 1.8.7 Middle East & Africa Estate Planning Services Market Size and Prospect (2021-2032)

2 Company Profiles

  • 2.1 Estate Planning Solutions
    • 2.1.1 Estate Planning Solutions Details
    • 2.1.2 Estate Planning Solutions Major Business
    • 2.1.3 Estate Planning Solutions Estate Planning Services Product and Solutions
    • 2.1.4 Estate Planning Solutions Estate Planning Services Revenue, Gross Margin and Market Share (2021-2026)
    • 2.1.5 Estate Planning Solutions Recent Developments and Future Plans
  • 2.2 Creative Planning
    • 2.2.1 Creative Planning Details
    • 2.2.2 Creative Planning Major Business
    • 2.2.3 Creative Planning Estate Planning Services Product and Solutions
    • 2.2.4 Creative Planning Estate Planning Services Revenue, Gross Margin and Market Share (2021-2026)
    • 2.2.5 Creative Planning Recent Developments and Future Plans
  • 2.3 Mariner Wealth Advisors
    • 2.3.1 Mariner Wealth Advisors Details
    • 2.3.2 Mariner Wealth Advisors Major Business
    • 2.3.3 Mariner Wealth Advisors Estate Planning Services Product and Solutions
    • 2.3.4 Mariner Wealth Advisors Estate Planning Services Revenue, Gross Margin and Market Share (2021-2026)
    • 2.3.5 Mariner Wealth Advisors Recent Developments and Future Plans
  • 2.4 Trust & Will
    • 2.4.1 Trust & Will Details
    • 2.4.2 Trust & Will Major Business
    • 2.4.3 Trust & Will Estate Planning Services Product and Solutions
    • 2.4.4 Trust & Will Estate Planning Services Revenue, Gross Margin and Market Share (2021-2026)
    • 2.4.5 Trust & Will Recent Developments and Future Plans
  • 2.5 WealthCounsel
    • 2.5.1 WealthCounsel Details
    • 2.5.2 WealthCounsel Major Business
    • 2.5.3 WealthCounsel Estate Planning Services Product and Solutions
    • 2.5.4 WealthCounsel Estate Planning Services Revenue, Gross Margin and Market Share (2021-2026)
    • 2.5.5 WealthCounsel Recent Developments and Future Plans
  • 2.6 Clark Hill
    • 2.6.1 Clark Hill Details
    • 2.6.2 Clark Hill Major Business
    • 2.6.3 Clark Hill Estate Planning Services Product and Solutions
    • 2.6.4 Clark Hill Estate Planning Services Revenue, Gross Margin and Market Share (2021-2026)
    • 2.6.5 Clark Hill Recent Developments and Future Plans
  • 2.7 ClearEstate
    • 2.7.1 ClearEstate Details
    • 2.7.2 ClearEstate Major Business
    • 2.7.3 ClearEstate Estate Planning Services Product and Solutions
    • 2.7.4 ClearEstate Estate Planning Services Revenue, Gross Margin and Market Share (2021-2026)
    • 2.7.5 ClearEstate Recent Developments and Future Plans
  • 2.8 Vedder Price
    • 2.8.1 Vedder Price Details
    • 2.8.2 Vedder Price Major Business
    • 2.8.3 Vedder Price Estate Planning Services Product and Solutions
    • 2.8.4 Vedder Price Estate Planning Services Revenue, Gross Margin and Market Share (2021-2026)
    • 2.8.5 Vedder Price Recent Developments and Future Plans
  • 2.9 Commerce Trust
    • 2.9.1 Commerce Trust Details
    • 2.9.2 Commerce Trust Major Business
    • 2.9.3 Commerce Trust Estate Planning Services Product and Solutions
    • 2.9.4 Commerce Trust Estate Planning Services Revenue, Gross Margin and Market Share (2021-2026)
    • 2.9.5 Commerce Trust Recent Developments and Future Plans
  • 2.10 Allworth Financial
    • 2.10.1 Allworth Financial Details
    • 2.10.2 Allworth Financial Major Business
    • 2.10.3 Allworth Financial Estate Planning Services Product and Solutions
    • 2.10.4 Allworth Financial Estate Planning Services Revenue, Gross Margin and Market Share (2021-2026)
    • 2.10.5 Allworth Financial Recent Developments and Future Plans
  • 2.11 PreceptsGroup International
    • 2.11.1 PreceptsGroup International Details
    • 2.11.2 PreceptsGroup International Major Business
    • 2.11.3 PreceptsGroup International Estate Planning Services Product and Solutions
    • 2.11.4 PreceptsGroup International Estate Planning Services Revenue, Gross Margin and Market Share (2021-2026)
    • 2.11.5 PreceptsGroup International Recent Developments and Future Plans
  • 2.12 Fidelity Estate Planner
    • 2.12.1 Fidelity Estate Planner Details
    • 2.12.2 Fidelity Estate Planner Major Business
    • 2.12.3 Fidelity Estate Planner Estate Planning Services Product and Solutions
    • 2.12.4 Fidelity Estate Planner Estate Planning Services Revenue, Gross Margin and Market Share (2021-2026)
    • 2.12.5 Fidelity Estate Planner Recent Developments and Future Plans
  • 2.13 ePIC Services Company
    • 2.13.1 ePIC Services Company Details
    • 2.13.2 ePIC Services Company Major Business
    • 2.13.3 ePIC Services Company Estate Planning Services Product and Solutions
    • 2.13.4 ePIC Services Company Estate Planning Services Revenue, Gross Margin and Market Share (2021-2026)
    • 2.13.5 ePIC Services Company Recent Developments and Future Plans
  • 2.14 EP Wealth Advisors
    • 2.14.1 EP Wealth Advisors Details
    • 2.14.2 EP Wealth Advisors Major Business
    • 2.14.3 EP Wealth Advisors Estate Planning Services Product and Solutions
    • 2.14.4 EP Wealth Advisors Estate Planning Services Revenue, Gross Margin and Market Share (2021-2026)
    • 2.14.5 EP Wealth Advisors Recent Developments and Future Plans
  • 2.15 TCG Advisors
    • 2.15.1 TCG Advisors Details
    • 2.15.2 TCG Advisors Major Business
    • 2.15.3 TCG Advisors Estate Planning Services Product and Solutions
    • 2.15.4 TCG Advisors Estate Planning Services Revenue, Gross Margin and Market Share (2021-2026)
    • 2.15.5 TCG Advisors Recent Developments and Future Plans
  • 2.16 RBC Wealth Management
    • 2.16.1 RBC Wealth Management Details
    • 2.16.2 RBC Wealth Management Major Business
    • 2.16.3 RBC Wealth Management Estate Planning Services Product and Solutions
    • 2.16.4 RBC Wealth Management Estate Planning Services Revenue, Gross Margin and Market Share (2021-2026)
    • 2.16.5 RBC Wealth Management Recent Developments and Future Plans
  • 2.17 Peak Trust Company
    • 2.17.1 Peak Trust Company Details
    • 2.17.2 Peak Trust Company Major Business
    • 2.17.3 Peak Trust Company Estate Planning Services Product and Solutions
    • 2.17.4 Peak Trust Company Estate Planning Services Revenue, Gross Margin and Market Share (2021-2026)
    • 2.17.5 Peak Trust Company Recent Developments and Future Plans
  • 2.18 First Bank and Trust
    • 2.18.1 First Bank and Trust Details
    • 2.18.2 First Bank and Trust Major Business
    • 2.18.3 First Bank and Trust Estate Planning Services Product and Solutions
    • 2.18.4 First Bank and Trust Estate Planning Services Revenue, Gross Margin and Market Share (2021-2026)
    • 2.18.5 First Bank and Trust Recent Developments and Future Plans
  • 2.19 Lewis Rice LLC
    • 2.19.1 Lewis Rice LLC Details
    • 2.19.2 Lewis Rice LLC Major Business
    • 2.19.3 Lewis Rice LLC Estate Planning Services Product and Solutions
    • 2.19.4 Lewis Rice LLC Estate Planning Services Revenue, Gross Margin and Market Share (2021-2026)
    • 2.19.5 Lewis Rice LLC Recent Developments and Future Plans
  • 2.20 Edward Jones
    • 2.20.1 Edward Jones Details
    • 2.20.2 Edward Jones Major Business
    • 2.20.3 Edward Jones Estate Planning Services Product and Solutions
    • 2.20.4 Edward Jones Estate Planning Services Revenue, Gross Margin and Market Share (2021-2026)
    • 2.20.5 Edward Jones Recent Developments and Future Plans

3 Market Competition, by Players

  • 3.1 Global Estate Planning Services Revenue and Share by Players (2021-2026)
  • 3.2 Market Share Analysis (2025)
    • 3.2.1 Market Share of Estate Planning Services by Company Revenue
    • 3.2.2 Top 3 Estate Planning Services Players Market Share in 2025
    • 3.2.3 Top 6 Estate Planning Services Players Market Share in 2025
  • 3.3 Estate Planning Services Market: Overall Company Footprint Analysis
    • 3.3.1 Estate Planning Services Market: Region Footprint
    • 3.3.2 Estate Planning Services Market: Company Product Type Footprint
    • 3.3.3 Estate Planning Services 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 Services Consumption Value and Market Share by Type (2021-2026)
  • 4.2 Global Estate Planning Services Market Forecast by Type (2027-2032)

5 Market Size Segment by Application

  • 5.1 Global Estate Planning Services Consumption Value Market Share by Application (2021-2026)
  • 5.2 Global Estate Planning Services Market Forecast by Application (2027-2032)

6 North America

  • 6.1 North America Estate Planning Services Consumption Value by Type (2021-2032)
  • 6.2 North America Estate Planning Services Market Size by Application (2021-2032)
  • 6.3 North America Estate Planning Services Market Size by Country
    • 6.3.1 North America Estate Planning Services Consumption Value by Country (2021-2032)
    • 6.3.2 United States Estate Planning Services Market Size and Forecast (2021-2032)
    • 6.3.3 Canada Estate Planning Services Market Size and Forecast (2021-2032)
    • 6.3.4 Mexico Estate Planning Services Market Size and Forecast (2021-2032)

7 Europe

  • 7.1 Europe Estate Planning Services Consumption Value by Type (2021-2032)
  • 7.2 Europe Estate Planning Services Consumption Value by Application (2021-2032)
  • 7.3 Europe Estate Planning Services Market Size by Country
    • 7.3.1 Europe Estate Planning Services Consumption Value by Country (2021-2032)
    • 7.3.2 Germany Estate Planning Services Market Size and Forecast (2021-2032)
    • 7.3.3 France Estate Planning Services Market Size and Forecast (2021-2032)
    • 7.3.4 United Kingdom Estate Planning Services Market Size and Forecast (2021-2032)
    • 7.3.5 Russia Estate Planning Services Market Size and Forecast (2021-2032)
    • 7.3.6 Italy Estate Planning Services Market Size and Forecast (2021-2032)

8 Asia-Pacific

  • 8.1 Asia-Pacific Estate Planning Services Consumption Value by Type (2021-2032)
  • 8.2 Asia-Pacific Estate Planning Services Consumption Value by Application (2021-2032)
  • 8.3 Asia-Pacific Estate Planning Services Market Size by Region
    • 8.3.1 Asia-Pacific Estate Planning Services Consumption Value by Region (2021-2032)
    • 8.3.2 China Estate Planning Services Market Size and Forecast (2021-2032)
    • 8.3.3 Japan Estate Planning Services Market Size and Forecast (2021-2032)
    • 8.3.4 South Korea Estate Planning Services Market Size and Forecast (2021-2032)
    • 8.3.5 India Estate Planning Services Market Size and Forecast (2021-2032)
    • 8.3.6 Southeast Asia Estate Planning Services Market Size and Forecast (2021-2032)
    • 8.3.7 Australia Estate Planning Services Market Size and Forecast (2021-2032)

9 South America

  • 9.1 South America Estate Planning Services Consumption Value by Type (2021-2032)
  • 9.2 South America Estate Planning Services Consumption Value by Application (2021-2032)
  • 9.3 South America Estate Planning Services Market Size by Country
    • 9.3.1 South America Estate Planning Services Consumption Value by Country (2021-2032)
    • 9.3.2 Brazil Estate Planning Services Market Size and Forecast (2021-2032)
    • 9.3.3 Argentina Estate Planning Services Market Size and Forecast (2021-2032)

10 Middle East & Africa

  • 10.1 Middle East & Africa Estate Planning Services Consumption Value by Type (2021-2032)
  • 10.2 Middle East & Africa Estate Planning Services Consumption Value by Application (2021-2032)
  • 10.3 Middle East & Africa Estate Planning Services Market Size by Country
    • 10.3.1 Middle East & Africa Estate Planning Services Consumption Value by Country (2021-2032)
    • 10.3.2 Turkey Estate Planning Services Market Size and Forecast (2021-2032)
    • 10.3.3 Saudi Arabia Estate Planning Services Market Size and Forecast (2021-2032)
    • 10.3.4 UAE Estate Planning Services Market Size and Forecast (2021-2032)

11 Market Dynamics

  • 11.1 Estate Planning Services Market Drivers
  • 11.2 Estate Planning Services Market Restraints
  • 11.3 Estate Planning Services 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 Services Industry Chain
  • 12.2 Estate Planning Services Upstream Analysis
  • 12.3 Estate Planning Services Midstream Analysis
  • 12.4 Estate Planning Services Downstream Analysis

13 Research Findings and Conclusion

    14 Appendix

    • 14.1 Methodology
    • 14.2 Research Process and Data Source

    Summary:
    Get latest Market Research Reports on Estate Planning Services. Industry analysis & Market Report on Estate Planning Services is a syndicated market report, published as Global Estate Planning Services Market 2026 by Company, Regions, Type and Application, Forecast to 2032. It is complete Research Study and Industry Analysis of Estate Planning Services market, to understand, Market Demand, Growth, trends analysis and Factor Influencing market.

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