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

Publisher GlobalInfoResearch
Published Jun 24, 2025
Length 144 Pages
SKU # GFSH20136232

Description

According to our (Global Info Research) latest study, the global Estate Planning Software market size was valued at US$ 751 million in 2024 and is forecast to a readjusted size of USD 1647 million by 2031 with a CAGR of 12.0% during review period.

Estate planning software refers to computer programs and applications designed to assist individuals, families, and legal professionals in creating, managing, and organizing their estate plans. Estate planning involves making arrangements for the management and distribution of assets, properties, and other resources after a person"s death or in the event of incapacitation. Estate planning software aims to streamline the process and help users create legally sound and comprehensive estate plans.

Demographic Changes: An aging population and a growing number of individuals reaching retirement age have driven increased interest in estate planning. As people recognize the importance of preparing for the distribution of their assets, the demand for estate planning software has grown.

Increasing Awareness: More people are becoming aware of the importance of estate planning to ensure their wishes are carried out after their passing. Estate planning software has played a role in increasing awareness and accessibility to estate planning tools.

Legal Complexity: While estate planning software can be suitable for individuals with straightforward needs, more complex situations may require legal expertise. Individuals with significant assets, international holdings, or intricate family dynamics may benefit from professional advice.

Lack of Human Guidance: Some individuals may feel more comfortable working with a human attorney who can provide personalized guidance, answer questions, and offer legal insights. Estate planning software lacks the interpersonal element that comes with working directly with an attorney.

Changing Regulations: Estate planning laws and tax regulations can change over time. Users of estate planning software may need to regularly update their plans to reflect new legal developments.

This report is a detailed and comprehensive analysis for global Estate Planning Software 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 Software market size and forecasts, in consumption value ($ Million), 2020-2031

Global Estate Planning Software market size and forecasts by region and country, in consumption value ($ Million), 2020-2031

Global Estate Planning Software market size and forecasts, by Type and by Application, in consumption value ($ Million), 2020-2031

Global Estate Planning Software 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 Software

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 Software 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 Nolo, Clio, WealthCounsel, Yourefolio, Beyond Counsel, Actionstep, Smokeball, eState Planner, Lawyers With Purpose, AbacusNext, etc.

This report also provides key insights about market drivers, restraints, opportunities, new product launches or approvals.

Market segmentation

Estate Planning Software 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
Cloud-Based
On-Premise

Market segment by Application
Individual Law Firm
Partnership Law Firm
State-owned Law Firm

Market segment by players, this report covers
Nolo
Clio
WealthCounsel
Yourefolio
Beyond Counsel
Actionstep
Smokeball
eState Planner
Lawyers With Purpose
AbacusNext
South Carolina Bar
Brentmark Portal
SmartDraw
Law Firm Software
ZenBusiness
Fidelity Labs
LEAP
Maat Legal
Lawmatics
Tracers
Astute Wheel

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 Software product scope, market overview, market estimation caveats and base year.

Chapter 2, to profile the top players of Estate Planning Software, with revenue, gross margin, and global market share of Estate Planning Software from 2020 to 2025.

Chapter 3, the Estate Planning Software 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 Software 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 Software.

Chapter 13, to describe Estate Planning Software research findings and conclusion.

Table of Contents

144 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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