Global Estate Planning Service Market 2025 by Company, Regions, Type and Application, Forecast to 2031
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.
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.
Table of Contents
202 Pages
- 1 Market Overview
- 2 Company Profiles
- 3 Market Competition, by Players
- 4 Market Size Segment by Type
- 5 Market Size Segment by Application
- 6 North America
- 7 Europe
- 8 Asia-Pacific
- 9 South America
- 10 Middle East & Africa
- 11 Market Dynamics
- 12 Industry Chain Analysis
- 13 Research Findings and Conclusion
- 14 Appendix
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