Report Overview
Estate planning services encompass a range of legal and financial services aimed at helping individuals manage their assets and affairs to ensure their wishes are carried out upon death or incapacitation. These services typically include will drafting, establishing trusts, naming beneficiaries, and minimizing estate taxes. Estate planning services are crucial for individuals looking to protect their assets, provide for their loved ones, and dictate how their estate should be distributed. By working with professionals in this field, clients can navigate complex legal processes and make informed decisions to secure their financial legacy.
The market for estate planning services is experiencing steady growth due to several key market drivers. Firstly, the aging population in many developed countries is increasing the demand for estate planning services as individuals seek to manage their assets and plan for the future. Additionally, changing regulations and tax laws related to estates and inheritance are prompting individuals to seek professional advice to ensure compliance and maximize tax efficiency. Moreover, the growing complexity of financial portfolios and family structures is driving the need for specialized estate planning services to address unique circumstances and ensure comprehensive asset protection. As a result, the estate planning services market is expected to continue expanding as individuals recognize the importance of proactive estate planning to safeguard their wealth and legacy.
The global Estate Planning Service market size was estimated at USD 4101.78 million in 2024 and is projected to reach USD 8539.98 million by 2033, exhibiting a CAGR of 9.60% during the forecast period.
This report provides a deep insight into the global Estate Planning Service market covering all its essential aspects. This ranges from a macro overview of the market to micro details of the market size, competitive landscape, development trend, niche market, key market drivers and challenges, SWOT analysis, Porter's five forces analysis, value chain analysis, PEST analysis, etc.
The analysis helps the reader to shape the competition within the industries and strategies for the competitive environment to enhance the potential profit. Furthermore, it provides a simple framework for evaluating and accessing the position of the business organization. The report structure also focuses on the competitive landscape of the Global Estate Planning Service Market, this report introduces in detail the market share, market performance, product situation, operation situation, etc. of the main players, which helps the readers in the industry to identify the main competitors and deeply understand the competition pattern of the market.
In a word, this report is a must-read for industry players, investors, researchers, consultants, business strategists, and all those who have any kind of stake or are planning to foray into the Estate Planning Service market in any manner.
Global Estate Planning Service Market: Market Segmentation Analysis
The research report includes specific segments by region (country), manufacturers, Type, and Application. Market segmentation creates subsets of a market based on product type, end-user or application, Geographic, and other factors. By understanding the market segments, the decision-maker can leverage this targeting in the product, sales, and marketing strategies. Market segments can power your product development cycles by informing how you create product offerings for different segments.
Key Company
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 Segmentation (by Type)
Wills
Will Trusts
Lifetime Trusts
Lasting Power of Attorney
Others
Market Segmentation (by Application)
Married with Children
Blended Family
Single with Children
Others
Geographic Segmentation
- North America (USA, Canada, Mexico)
- Europe (Germany, UK, France, Russia, Italy, Rest of Europe)
- Asia-Pacific (China, Japan, South Korea, India, Southeast Asia, Rest of Asia-Pacific)
- South America (Brazil, Argentina, Columbia, Rest of South America)
- The Middle East and Africa (Saudi Arabia, UAE, Egypt, Nigeria, South Africa, Rest of MEA)
- Industry drivers, restraints, and opportunities covered in the study
- Neutral perspective on the market performance
- Recent industry trends and developments
- Competitive landscape & strategies of key players
- Potential & niche segments and regions exhibiting promising growth covered
- Historical, current, and projected market size, in terms of value
- In-depth analysis of the Estate Planning Service Market
- Overview of the regional outlook of the Estate Planning Service Market:
- Access to date statistics compiled by our researchers. These provide you with historical and forecast data, which is analyzed to tell you why your market is set to change
- This enables you to anticipate market changes to remain ahead of your competitors
- You will be able to copy data from the Excel spreadsheet straight into your marketing plans, business presentations, or other strategic documents
- The concise analysis, clear graph, and table format will enable you to pinpoint the information you require quickly
- Provision of market value data for each segment and sub-segment
- Indicates the region and segment that is expected to witness the fastest growth as well as to dominate the market
- Analysis by geography highlighting the consumption of the product/service in the region as well as indicating the factors that are affecting the market within each region
- Competitive landscape which incorporates the market ranking of the major players, along with new service/product launches, partnerships, business expansions, and acquisitions in the past five years of companies profiled
- Extensive company profiles comprising of company overview, company insights, product benchmarking, and SWOT analysis for the major market players
- The current as well as the future market outlook of the industry concerning recent developments which involve growth opportunities and drivers as well as challenges and restraints of both emerging as well as developed regions
- Includes in-depth analysis of the market from various perspectives through Porter’s five forces analysis
- Provides insight into the market through Value Chain
- Market dynamics scenario, along with growth opportunities of the market in the years to come
Chapter 1 mainly introduces the statistical scope of the report, market division standards, and market research methods.
Chapter 2 is an executive summary of different market segments (by region, product type, application, etc), including the market size of each market segment, future development potential, and so on. It offers a high-level view of the current state of the Estate Planning Service Market and its likely evolution in the short to mid-term, and long term.
Chapter 3 makes a detailed analysis of the market's competitive landscape of the market and provides the market share, capacity, output, price, latest development plan, merger, and acquisition information of the main manufacturers in the market.
Chapter 4 is the analysis of the whole market industrial chain, including the upstream and downstream of the industry, as well as Porter's five forces analysis.
Chapter 5 introduces the 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 6 provides the analysis of various market segments according to product types, covering the market size and development potential of each market segment, to help readers find the blue ocean market in different market segments.
Chapter 7 provides the analysis of various market segments according to 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 8 provides a quantitative analysis of the market size and development potential of each region from the consumer side and its main countries and introduces the market development, future development prospects, market space, and capacity of each country in the world.
Chapter 9 shares the main producing countries of Estate Planning Service, their output value, profit level, regional supply, production capacity layout, etc. from the supply side.
Chapter 10 introduces the basic situation of the main companies in the market in detail, including product sales revenue, sales volume, price, gross profit margin, market share, product introduction, recent development, etc.
Chapter 11 provides a quantitative analysis of the market size and development potential of each region during the forecast period.
Chapter 12 provides a quantitative analysis of the market size and development potential of each market segment during the forecast period.
Chapter 13 is the main points and conclusions of the report.
Table of Contents 1 Research Methodology and Statistical Scope 1.1 Market Definition and Statistical Scope of Estate Planning Service 1.2 Key Market Segments 1.2.1 Estate Planning Service Segment by Type 1.2.2 Estate Planning Service Segment by Application 1.3 Methodology & Sources of Information 1.3.1 Research Methodology 1.3.2 Research Process 1.3.3 Market Breakdown and Data Triangulation 1.3.4 Base Year 1.3.5 Report Assumptions & Caveats 2 Estate Planning Service Market Overview 2.1 Global Market Overview 2.2 Market Segment Executive Summary 2.3 Global Market Size by Region 3 Estate Planning Service Market Competitive Landscape 3.1 Company Assessment Quadrant 3.2 Global Estate Planning Service Product Life Cycle 3.3 Global Estate Planning Service Revenue Market Share by Company (2020-2025) 3.4 Estate Planning Service Market Share by Company Type (Tier 1, Tier 2, and Tier 3) 3.5 Estate Planning Service Company Headquarters, Area Served, Product Type 3.6 Estate Planning Service Market Competitive Situation and Trends 3.6.1 Estate Planning Service Market Concentration Rate 3.6.2 Global 5 and 10 Largest Estate Planning Service Players Market Share by Revenue 3.6.3 Mergers & Acquisitions, Expansion 4 Estate Planning Service Value Chain Analysis 4.1 Estate Planning Service Value Chain Analysis 4.2 Midstream Market Analysis 4.3 Downstream Customer Analysis 5 The Development and Dynamics of Estate Planning Service Market 5.1 Key Development Trends 5.2 Driving Factors 5.3 Market Challenges 5.4 Market Restraints 5.5 Industry News 5.5.1 New Product Developments 5.5.2 Mergers & Acquisitions 5.5.3 Expansions 5.5.4 Collaboration/Supply Contracts 5.6 PEST Analysis 5.6.1 Industry Policies Analysis 5.6.2 Economic Environment Analysis 5.6.3 Social Environment Analysis 5.6.4 Technological Environment Analysis 5.7 Global Estate Planning Service Market Porter's Five Forces Analysis 6 Estate Planning Service Market Segmentation by Type 6.1 Evaluation Matrix of Segment Market Development Potential (Type) 6.2 Global Estate Planning Service Market Size Market Share by Type (2020-2025) 6.3 Global Estate Planning Service Market Size Growth Rate by Type (2021-2025) 7 Estate Planning Service Market Segmentation by Application 7.1 Evaluation Matrix of Segment Market Development Potential (Application) 7.2 Global Estate Planning Service Market Size (M USD) by Application (2020-2025) 7.3 Global Estate Planning Service Sales Growth Rate by Application (2020-2025) 8 Estate Planning Service Market Segmentation by Region 8.1 Global Estate Planning Service Market Size by Region 8.1.1 Global Estate Planning Service Market Size by Region 8.1.2 Global Estate Planning Service Market Size Market Share by Region 8.2 North America 8.2.1 North America Estate Planning Service Market Size by Country 8.2.2 U.S. 8.2.3 Canada 8.2.4 Mexico 8.3 Europe 8.3.1 Europe Estate Planning Service Market Size by Country 8.3.2 Germany 8.3.3 France 8.3.4 U.K. 8.3.5 Italy 8.3.6 Russia 8.4 Asia Pacific 8.4.1 Asia Pacific Estate Planning Service Market Size by Region 8.4.2 China 8.4.3 Japan 8.4.4 South Korea 8.4.5 India 8.4.6 Southeast Asia 8.5 South America 8.5.1 South America Estate Planning Service Market Size by Country 8.5.2 Brazil 8.5.3 Argentina 8.5.4 Columbia 8.6 Middle East and Africa 8.6.1 Middle East and Africa Estate Planning Service Market Size by Region 8.6.2 Saudi Arabia 8.6.3 UAE 8.6.4 Egypt 8.6.5 Nigeria 8.6.6 South Africa 9 Key Companies Profile 9.1 Hurkan Sayman 9.1.1 Hurkan Sayman Basic Information 9.1.2 Hurkan Sayman Estate Planning Service Product Overview 9.1.3 Hurkan Sayman Estate Planning Service Product Market Performance 9.1.4 Hurkan Sayman Estate Planning Service SWOT Analysis 9.1.5 Hurkan Sayman Business Overview 9.1.6 Hurkan Sayman Recent Developments 9.2 Trust and Will 9.2.1 Trust and Will Basic Information 9.2.2 Trust and Will Estate Planning Service Product Overview 9.2.3 Trust and Will Estate Planning Service Product Market Performance 9.2.4 Trust and Will Estate Planning Service SWOT Analysis 9.2.5 Trust and Will Business Overview 9.2.6 Trust and Will Recent Developments 9.3 Mercer Advisors 9.3.1 Mercer Advisors Basic Information 9.3.2 Mercer Advisors Estate Planning Service Product Overview 9.3.3 Mercer Advisors Estate Planning Service Product Market Performance 9.3.4 Mercer Advisors Estate Planning Service SWOT Analysis 9.3.5 Mercer Advisors Business Overview 9.3.6 Mercer Advisors Recent Developments 9.4 Estate Planning Solutions(Holistic Estate Planning Solutions) 9.4.1 Estate Planning Solutions(Holistic Estate Planning Solutions) Basic Information 9.4.2 Estate Planning Solutions(Holistic Estate Planning Solutions) Estate Planning Service Product Overview 9.4.3 Estate Planning Solutions(Holistic Estate Planning Solutions) Estate Planning Service Product Market Performance 9.4.4 Estate Planning Solutions(Holistic Estate Planning Solutions) Business Overview 9.4.5 Estate Planning Solutions(Holistic Estate Planning Solutions) Recent Developments 9.5 Fidelity Wealth Services 9.5.1 Fidelity Wealth Services Basic Information 9.5.2 Fidelity Wealth Services Estate Planning Service Product Overview 9.5.3 Fidelity Wealth Services Estate Planning Service Product Market Performance 9.5.4 Fidelity Wealth Services Business Overview 9.5.5 Fidelity Wealth Services Recent Developments 9.6 Deepbridge Capital 9.6.1 Deepbridge Capital Basic Information 9.6.2 Deepbridge Capital Estate Planning Service Product Overview 9.6.3 Deepbridge Capital Estate Planning Service Product Market Performance 9.6.4 Deepbridge Capital Business Overview 9.6.5 Deepbridge Capital Recent Developments 9.7 Creative Planning 9.7.1 Creative Planning Basic Information 9.7.2 Creative Planning Estate Planning Service Product Overview 9.7.3 Creative Planning Estate Planning Service Product Market Performance 9.7.4 Creative Planning Business Overview 9.7.5 Creative Planning Recent Developments 9.8 Mariner Wealth Advisors 9.8.1 Mariner Wealth Advisors Basic Information 9.8.2 Mariner Wealth Advisors Estate Planning Service Product Overview 9.8.3 Mariner Wealth Advisors Estate Planning Service Product Market Performance 9.8.4 Mariner Wealth Advisors Business Overview 9.8.5 Mariner Wealth Advisors Recent Developments 9.9 LegalShield 9.9.1 LegalShield Basic Information 9.9.2 LegalShield Estate Planning Service Product Overview 9.9.3 LegalShield Estate Planning Service Product Market Performance 9.9.4 LegalShield Business Overview 9.9.5 LegalShield Recent Developments 9.10 Coastal Wealth Management 9.10.1 Coastal Wealth Management Basic Information 9.10.2 Coastal Wealth Management Estate Planning Service Product Overview 9.10.3 Coastal Wealth Management Estate Planning Service Product Market Performance 9.10.4 Coastal Wealth Management Business Overview 9.10.5 Coastal Wealth Management Recent Developments 9.11 NerdWallet 9.11.1 NerdWallet Basic Information 9.11.2 NerdWallet Estate Planning Service Product Overview 9.11.3 NerdWallet Estate Planning Service Product Market Performance 9.11.4 NerdWallet Business Overview 9.11.5 NerdWallet Recent Developments 9.12 Evelyn Partners 9.12.1 Evelyn Partners Basic Information 9.12.2 Evelyn Partners Estate Planning Service Product Overview 9.12.3 Evelyn Partners Estate Planning Service Product Market Performance 9.12.4 Evelyn Partners Business Overview 9.12.5 Evelyn Partners Recent Developments 9.13 Perpetual Guardian 9.13.1 Perpetual Guardian Basic Information 9.13.2 Perpetual Guardian Estate Planning Service Product Overview 9.13.3 Perpetual Guardian Estate Planning Service Product Market Performance 9.13.4 Perpetual Guardian Business Overview 9.13.5 Perpetual Guardian Recent Developments 9.14 BNP Paribas Fortis 9.14.1 BNP Paribas Fortis Basic Information 9.14.2 BNP Paribas Fortis Estate Planning Service Product Overview 9.14.3 BNP Paribas Fortis Estate Planning Service Product Market Performance 9.14.4 BNP Paribas Fortis Business Overview 9.14.5 BNP Paribas Fortis Recent Developments 9.15 ArentFox Schiff 9.15.1 ArentFox Schiff Basic Information 9.15.2 ArentFox Schiff Estate Planning Service Product Overview 9.15.3 ArentFox Schiff Estate Planning Service Product Market Performance 9.15.4 ArentFox Schiff Business Overview 9.15.5 ArentFox Schiff Recent Developments 9.16 Charles Schwab 9.16.1 Charles Schwab Basic Information 9.16.2 Charles Schwab Estate Planning Service Product Overview 9.16.3 Charles Schwab Estate Planning Service Product Market Performance 9.16.4 Charles Schwab Business Overview 9.16.5 Charles Schwab Recent Developments 9.17 Downing 9.17.1 Downing Basic Information 9.17.2 Downing Estate Planning Service Product Overview 9.17.3 Downing Estate Planning Service Product Market Performance 9.17.4 Downing Business Overview 9.17.5 Downing Recent Developments 9.18 Redwood Financial 9.18.1 Redwood Financial Basic Information 9.18.2 Redwood Financial Estate Planning Service Product Overview 9.18.3 Redwood Financial Estate Planning Service Product Market Performance 9.18.4 Redwood Financial Business Overview 9.18.5 Redwood Financial Recent Developments 9.19 Northwestern Mutual 9.19.1 Northwestern Mutual Basic Information 9.19.2 Northwestern Mutual Estate Planning Service Product Overview 9.19.3 Northwestern Mutual Estate Planning Service Product Market Performance 9.19.4 Northwestern Mutual Business Overview 9.19.5 Northwestern Mutual Recent Developments 9.20 Legacy Assurance Plan 9.20.1 Legacy Assurance Plan Basic Information 9.20.2 Legacy Assurance Plan Estate Planning Service Product Overview 9.20.3 Legacy Assurance Plan Estate Planning Service Product Market Performance 9.20.4 Legacy Assurance Plan Business Overview 9.20.5 Legacy Assurance Plan Recent Developments 9.21 Servus Credit Unio 9.21.1 Servus Credit Unio Basic Information 9.21.2 Servus Credit Unio Estate Planning Service Product Overview 9.21.3 Servus Credit Unio Estate Planning Service Product Market Performance 9.21.4 Servus Credit Unio Business Overview 9.21.5 Servus Credit Unio Recent Developments 9.22 Homrich Berg 9.22.1 Homrich Berg Basic Information 9.22.2 Homrich Berg Estate Planning Service Product Overview 9.22.3 Homrich Berg Estate Planning Service Product Market Performance 9.22.4 Homrich Berg Business Overview 9.22.5 Homrich Berg Recent Developments 9.23 WealthCounse 9.23.1 WealthCounse Basic Information 9.23.2 WealthCounse Estate Planning Service Product Overview 9.23.3 WealthCounse Estate Planning Service Product Market Performance 9.23.4 WealthCounse Business Overview 9.23.5 WealthCounse Recent Developments 9.24 Ingenious 9.24.1 Ingenious Basic Information 9.24.2 Ingenious Estate Planning Service Product Overview 9.24.3 Ingenious Estate Planning Service Product Market Performance 9.24.4 Ingenious Business Overview 9.24.5 Ingenious Recent Developments 9.25 St. James's Place 9.25.1 St. James's Place Basic Information 9.25.2 St. James's Place Estate Planning Service Product Overview 9.25.3 St. James's Place Estate Planning Service Product Market Performance 9.25.4 St. James's Place Business Overview 9.25.5 St. James's Place Recent Developments 9.26 Vedder Price 9.26.1 Vedder Price Basic Information 9.26.2 Vedder Price Estate Planning Service Product Overview 9.26.3 Vedder Price Estate Planning Service Product Market Performance 9.26.4 Vedder Price Business Overview 9.26.5 Vedder Price Recent Developments 9.27 Broadway Financial Planning 9.27.1 Broadway Financial Planning Basic Information 9.27.2 Broadway Financial Planning Estate Planning Service Product Overview 9.27.3 Broadway Financial Planning Estate Planning Service Product Market Performance 9.27.4 Broadway Financial Planning Business Overview 9.27.5 Broadway Financial Planning Recent Developments 9.28 Shumaker 9.28.1 Shumaker Basic Information 9.28.2 Shumaker Estate Planning Service Product Overview 9.28.3 Shumaker Estate Planning Service Product Market Performance 9.28.4 Shumaker Business Overview 9.28.5 Shumaker Recent Developments 9.29 Thrivent 9.29.1 Thrivent Basic Information 9.29.2 Thrivent Estate Planning Service Product Overview 9.29.3 Thrivent Estate Planning Service Product Market Performance 9.29.4 Thrivent Business Overview 9.29.5 Thrivent Recent Developments 9.30 IOOF 9.30.1 IOOF Basic Information 9.30.2 IOOF Estate Planning Service Product Overview 9.30.3 IOOF Estate Planning Service Product Market Performance 9.30.4 IOOF Business Overview 9.30.5 IOOF Recent Developments 10 Estate Planning Service Market Forecast by Region 10.1 Global Estate Planning Service Market Size Forecast 10.2 Global Estate Planning Service Market Forecast by Region 10.2.1 North America Market Size Forecast by Country 10.2.2 Europe Estate Planning Service Market Size Forecast by Country 10.2.3 Asia Pacific Estate Planning Service Market Size Forecast by Region 10.2.4 South America Estate Planning Service Market Size Forecast by Country 10.2.5 Middle East and Africa Forecasted Sales of Estate Planning Service by Country 11 Forecast Market by Type and by Application (2026-2033) 11.1 Global Estate Planning Service Market Forecast by Type (2026-2033) 11.2 Global Estate Planning Service Market Forecast by Application (2026-2033) 12 Conclusion and Key Findings
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