Definition and Scope: 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, exhibiting a CAGR of 9.60% during the forecast period. This report offers a comprehensive analysis of the global Estate Planning Service market, examining all key dimensions. It provides both a macro-level overview and micro-level market details, including market size, trends, competitive landscape, niche segments, growth drivers, and key challenges. Report Framework and Key Highlights: Market Dynamics: Identification of major market drivers, restraints, opportunities, and challenges. Trend Analysis: Examination of ongoing and emerging trends impacting the market. Competitive Landscape: Detailed profiles and market positioning of major players, including market share, operational status, product offerings, and strategic developments. Strategic Analysis Tools: SWOT Analysis, Porter’s Five Forces Analysis, PEST Analysis, Value Chain Analysis Market Segmentation: By type, application, region, and end-user industry. Forecasting and Growth Projections: In-depth revenue forecasts and CAGR analysis through 2033. This report equips readers with critical insights to navigate competitive dynamics and develop effective strategies. Whether assessing a new market entry or refining existing strategies, the report serves as a valuable tool for: Industry players Investors Researchers Consultants Business strategists And all stakeholders with an interest or investment in the Estate Planning Service market. Global Estate Planning Service Market: Segmentation Analysis and Strategic Insights This section of the report provides an in-depth segmentation analysis of the global Estate Planning Service market. The market is segmented based on region (country), manufacturer, product type, and application. Segmentation enables a more precise understanding of market dynamics and facilitates targeted strategies across product development, marketing, and sales. By breaking the market into meaningful subsets, stakeholders can better tailor their offerings to the specific needs of each segment—enhancing competitiveness and improving return on investment. 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 Companies Profiled 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 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: United States, Canada, Mexico Europe: Germany, France, Italy, U.K., Spain, Sweden, Denmark, Netherlands, Switzerland, Belgium, Russia. Asia-Pacific: China, Japan, South Korea, India, Australia, Indonesia, Malaysia, Philippines, Singapore, Thailand South America: Brazil, Argentina, Colombia. Middle East and Africa (MEA): Saudi Arabia, United Arab Emirates, Egypt, Nigeria, South Africa, Rest of MEA Report Framework and Chapter Summary Chapter 1: Report Scope and Market Definition This chapter outlines the statistical boundaries and scope of the report. It defines the segmentation standards used throughout the study, including criteria for dividing the market by region, product type, application, and other relevant dimensions. It establishes the foundational definitions and classifications that guide the rest of the analysis. Chapter 2: Executive Summary This chapter presents a concise summary of the market’s current status and future outlook across different segments—by geography, product type, and application. It includes key metrics such as market size, growth trends, and development potential for each segment. The chapter offers a high-level overview of the Estate Planning Service Market, highlighting its evolution over the short, medium, and long term. Chapter 3: Market Dynamics and Policy Environment This chapter explores the latest developments in the market, identifying key growth drivers, restraints, challenges, and risks faced by industry participants. It also includes an analysis of the policy and regulatory landscape affecting the market, providing insight into how external factors may shape future performance. Chapter 4: Competitive Landscape This chapter provides a detailed assessment of the market's competitive environment. It covers market share, production capacity, output, pricing trends, and strategic developments such as mergers, acquisitions, and expansion plans of leading players. This analysis offers a comprehensive view of the positioning and performance of top competitors. Chapters 5–10: Regional Market Analysis These chapters offer in-depth, quantitative evaluations of market size and growth potential across major regions and countries. Each chapter assesses regional consumption patterns, market dynamics, development prospects, and available capacity. The analysis helps readers understand geographical differences and opportunities in global markets. Chapter 11: Market Segmentation by Product Type This chapter examines the market based on product type, analyzing the size, growth trends, and potential of each segment. It helps stakeholders identify underexplored or high-potential product categories—often referred to as “blue ocean” opportunities. Chapter 12: Market Segmentation by Application This chapter analyzes the market based on application fields, providing insights into the scale and future development of each application segment. It supports readers in identifying high-growth areas across downstream markets. Chapter 13: Company Profiles This chapter presents comprehensive profiles of leading companies operating in the market. For each company, it details sales revenue, volume, pricing, gross profit margin, market share, product offerings, and recent strategic developments. This section offers valuable insight into corporate performance and strategy. Chapter 14: Industry Chain and Value Chain Analysis This chapter explores the full industry chain, from upstream raw material suppliers to downstream application sectors. It includes a value chain analysis that highlights the interconnections and dependencies across various parts of the ecosystem. Chapter 15: Key Findings and Conclusions The final chapter summarizes the main takeaways from the report, presenting the core conclusions, strategic recommendations, and implications for stakeholders. It encapsulates the insights drawn from all previous chapters. Table of Contents 1 Introduction 1.1 Estate Planning Service Market Definition 1.2 Estate Planning Service Market Segments 1.2.1 Segment by Type 1.2.2 Segment by Application 2 Executive Summary 2.1 Global Estate Planning Service Market Size 2.2 Market Segmentation – by Type 2.3 Market Segmentation – by Application 2.4 Market Segmentation – by Geography 3 Key Market Trends, Opportunity, Drivers and Restraints 3.1 Key Takeway 3.2 Market Opportunities & Trends 3.3 Market Drivers 3.4 Market Restraints 3.5 Market Major Factor Assessment 4 Global Estate Planning Service Market Competitive Landscape 4.1 Global Estate Planning Service Market Share by Company (2020-2025) 4.2 Estate Planning Service Market Share by Company Type (Tier 1, Tier 2, and Tier 3) 4.3 New Entrant and Capacity Expansion Plans 4.4 Mergers & Acquisitions 5 Global Estate Planning Service Market by Region 5.1 Global Estate Planning Service Market Size by Region 5.2 Global Estate Planning Service Market Size Market Share by Region 6 North America Market Overview 6.1 North America Estate Planning Service Market Size by Country 6.1.1 USA Market Overview 6.1.2 Canada Market Overview 6.1.3 Mexico Market Overview 6.2 North America Estate Planning Service Market Size by Type 6.3 North America Estate Planning Service Market Size by Application 6.4 Top Players in North America Estate Planning Service Market 7 Europe Market Overview 7.1 Europe Estate Planning Service Market Size by Country 7.1.1 Germany Market Overview 7.1.2 France Market Overview 7.1.3 U.K. Market Overview 7.1.4 Italy Market Overview 7.1.5 Spain Market Overview 7.1.6 Sweden Market Overview 7.1.7 Denmark Market Overview 7.1.8 Netherlands Market Overview 7.1.9 Switzerland Market Overview 7.1.10 Belgium Market Overview 7.1.11 Russia Market Overview 7.2 Europe Estate Planning Service Market Size by Type 7.3 Europe Estate Planning Service Market Size by Application 7.4 Top Players in Europe Estate Planning Service Market 8 Asia-Pacific Market Overview 8.1 Asia-Pacific Estate Planning Service Market Size by Country 8.1.1 China Market Overview 8.1.2 Japan Market Overview 8.1.3 South Korea Market Overview 8.1.4 India Market Overview 8.1.5 Australia Market Overview 8.1.6 Indonesia Market Overview 8.1.7 Malaysia Market Overview 8.1.8 Philippines Market Overview 8.1.9 Singapore Market Overview 8.1.10 Thailand Market Overview 8.2 Asia-Pacific Estate Planning Service Market Size by Type 8.3 Asia-Pacific Estate Planning Service Market Size by Application 8.4 Top Players in Asia-Pacific Estate Planning Service Market 9 South America Market Overview 9.1 South America Estate Planning Service Market Size by Country 9.1.1 Brazil Market Overview 9.1.2 Argentina Market Overview 9.1.3 Columbia Market Overview 9.2 South America Estate Planning Service Market Size by Type 9.3 South America Estate Planning Service Market Size by Application 9.4 Top Players in South America Estate Planning Service Market 10 Middle East and Africa Market Overview 10.1 Middle East and Africa Estate Planning Service Market Size by Country 10.1.1 Saudi Arabia Market Overview 10.1.2 UAE Market Overview 10.1.3 Egypt Market Overview 10.1.4 Nigeria Market Overview 10.1.5 South Africa Market Overview 10.2 Middle East and Africa Estate Planning Service Market Size by Type 10.3 Middle East and Africa Estate Planning Service Market Size by Application 10.4 Top Players in Middle East and Africa Estate Planning Service Market 11 Estate Planning Service Market Segmentation by Type 11.1 Evaluation Matrix of Segment Market Development Potential (Type) 11.2 Global Estate Planning Service Market Share by Type (2020-2033) 12 Estate Planning Service Market Segmentation by Application 12.1 Evaluation Matrix of Segment Market Development Potential (Application) 12.2 Global Estate Planning Service Market Size (M USD) by Application (2020-2033) 12.3 Global Estate Planning Service Sales Growth Rate by Application (2020-2033) 13 Company Profiles 13.1 Hurkan Sayman 13.1.1 Hurkan Sayman Company Overview 13.1.2 Hurkan Sayman Business Overview 13.1.3 Hurkan Sayman Estate Planning Service Major Product Overview 13.1.4 Hurkan Sayman Estate Planning Service Revenue and Gross Margin fromEstate Planning Service (2020-2025) 13.1.5 Key News 13.2 Trust and Will 13.2.1 Trust and Will Company Overview 13.2.2 Trust and Will Business Overview 13.2.3 Trust and Will Estate Planning Service Major Product Overview 13.2.4 Trust and Will Estate Planning Service Revenue and Gross Margin fromEstate Planning Service (2020-2025) 13.2.5 Key News 13.3 Mercer Advisors 13.3.1 Mercer Advisors Company Overview 13.3.2 Mercer Advisors Business Overview 13.3.3 Mercer Advisors Estate Planning Service Major Product Overview 13.3.4 Mercer Advisors Estate Planning Service Revenue and Gross Margin fromEstate Planning Service (2020-2025) 13.3.5 Key News 13.4 Estate Planning Solutions(Holistic Estate Planning Solutions) 13.4.1 Estate Planning Solutions(Holistic Estate Planning Solutions) Company Overview 13.4.2 Estate Planning Solutions(Holistic Estate Planning Solutions) Business Overview 13.4.3 Estate Planning Solutions(Holistic Estate Planning Solutions) Estate Planning Service Major Product Overview 13.4.4 Estate Planning Solutions(Holistic Estate Planning Solutions) Estate Planning Service Revenue and Gross Margin fromEstate Planning Service (2020-2025) 13.4.5 Key News 13.5 Fidelity Wealth Services 13.5.1 Fidelity Wealth Services Company Overview 13.5.2 Fidelity Wealth Services Business Overview 13.5.3 Fidelity Wealth Services Estate Planning Service Major Product Overview 13.5.4 Fidelity Wealth Services Estate Planning Service Revenue and Gross Margin fromEstate Planning Service (2020-2025) 13.5.5 Key News 13.6 Deepbridge Capital 13.6.1 Deepbridge Capital Company Overview 13.6.2 Deepbridge Capital Business Overview 13.6.3 Deepbridge Capital Estate Planning Service Major Product Overview 13.6.4 Deepbridge Capital Estate Planning Service Revenue and Gross Margin fromEstate Planning Service (2020-2025) 13.6.5 Key News 13.7 Creative Planning 13.7.1 Creative Planning Company Overview 13.7.2 Creative Planning Business Overview 13.7.3 Creative Planning Estate Planning Service Major Product Overview 13.7.4 Creative Planning Estate Planning Service Revenue and Gross Margin fromEstate Planning Service (2020-2025) 13.7.5 Key News 13.8 Mariner Wealth Advisors 13.8.1 Mariner Wealth Advisors Company Overview 13.8.2 Mariner Wealth Advisors Business Overview 13.8.3 Mariner Wealth Advisors Estate Planning Service Major Product Overview 13.8.4 Mariner Wealth Advisors Estate Planning Service Revenue and Gross Margin fromEstate Planning Service (2020-2025) 13.8.5 Key News 13.9 LegalShield 13.9.1 LegalShield Company Overview 13.9.2 LegalShield Business Overview 13.9.3 LegalShield Estate Planning Service Major Product Overview 13.9.4 LegalShield Estate Planning Service Revenue and Gross Margin fromEstate Planning Service (2020-2025) 13.9.5 Key News 13.10 Coastal Wealth Management 13.10.1 Coastal Wealth Management Company Overview 13.10.2 Coastal Wealth Management Business Overview 13.10.3 Coastal Wealth Management Estate Planning Service Major Product Overview 13.10.4 Coastal Wealth Management Estate Planning Service Revenue and Gross Margin fromEstate Planning Service (2020-2025) 13.10.5 Key News 13.11 NerdWallet 13.11.1 NerdWallet Company Overview 13.11.2 NerdWallet Business Overview 13.11.3 NerdWallet Estate Planning Service Major Product Overview 13.11.4 NerdWallet Estate Planning Service Revenue and Gross Margin fromEstate Planning Service (2020-2025) 13.11.5 Key News 13.12 Evelyn Partners 13.12.1 Evelyn Partners Company Overview 13.12.2 Evelyn Partners Business Overview 13.12.3 Evelyn Partners Estate Planning Service Major Product Overview 13.12.4 Evelyn Partners Estate Planning Service Revenue and Gross Margin fromEstate Planning Service (2020-2025) 13.12.5 Key News 13.13 Perpetual Guardian 13.13.1 Perpetual Guardian Company Overview 13.13.2 Perpetual Guardian Business Overview 13.13.3 Perpetual Guardian Estate Planning Service Major Product Overview 13.13.4 Perpetual Guardian Estate Planning Service Revenue and Gross Margin fromEstate Planning Service (2020-2025) 13.13.5 Key News 13.14 BNP Paribas Fortis 13.14.1 BNP Paribas Fortis Company Overview 13.14.2 BNP Paribas Fortis Business Overview 13.14.3 BNP Paribas Fortis Estate Planning Service Major Product Overview 13.14.4 BNP Paribas Fortis Estate Planning Service Revenue and Gross Margin fromEstate Planning Service (2020-2025) 13.14.5 Key News 13.15 ArentFox Schiff 13.15.1 ArentFox Schiff Company Overview 13.15.2 ArentFox Schiff Business Overview 13.15.3 ArentFox Schiff Estate Planning Service Major Product Overview 13.15.4 ArentFox Schiff Estate Planning Service Revenue and Gross Margin fromEstate Planning Service (2020-2025) 13.15.5 Key News 13.16 Charles Schwab 13.16.1 Charles Schwab Company Overview 13.16.2 Charles Schwab Business Overview 13.16.3 Charles Schwab Estate Planning Service Major Product Overview 13.16.4 Charles Schwab Estate Planning Service Revenue and Gross Margin fromEstate Planning Service (2020-2025) 13.16.5 Key News 13.17 Downing 13.17.1 Downing Company Overview 13.17.2 Downing Business Overview 13.17.3 Downing Estate Planning Service Major Product Overview 13.17.4 Downing Estate Planning Service Revenue and Gross Margin fromEstate Planning Service (2020-2025) 13.17.5 Key News 13.18 Redwood Financial 13.18.1 Redwood Financial Company Overview 13.18.2 Redwood Financial Business Overview 13.18.3 Redwood Financial Estate Planning Service Major Product Overview 13.18.4 Redwood Financial Estate Planning Service Revenue and Gross Margin fromEstate Planning Service (2020-2025) 13.18.5 Key News 13.19 Northwestern Mutual 13.19.1 Northwestern Mutual Company Overview 13.19.2 Northwestern Mutual Business Overview 13.19.3 Northwestern Mutual Estate Planning Service Major Product Overview 13.19.4 Northwestern Mutual Estate Planning Service Revenue and Gross Margin fromEstate Planning Service (2020-2025) 13.19.5 Key News 13.20 Legacy Assurance Plan 13.20.1 Legacy Assurance Plan Company Overview 13.20.2 Legacy Assurance Plan Business Overview 13.20.3 Legacy Assurance Plan Estate Planning Service Major Product Overview 13.20.4 Legacy Assurance Plan Estate Planning Service Revenue and Gross Margin fromEstate Planning Service (2020-2025) 13.20.5 Key News 13.21 Servus Credit Unio 13.21.1 Servus Credit Unio Company Overview 13.21.2 Servus Credit Unio Business Overview 13.21.3 Servus Credit Unio Estate Planning Service Major Product Overview 13.21.4 Servus Credit Unio Estate Planning Service Revenue and Gross Margin fromEstate Planning Service (2020-2025) 13.21.5 Key News 13.22 Homrich Berg 13.22.1 Homrich Berg Company Overview 13.22.2 Homrich Berg Business Overview 13.22.3 Homrich Berg Estate Planning Service Major Product Overview 13.22.4 Homrich Berg Estate Planning Service Revenue and Gross Margin fromEstate Planning Service (2020-2025) 13.22.5 Key News 13.23 WealthCounse 13.23.1 WealthCounse Company Overview 13.23.2 WealthCounse Business Overview 13.23.3 WealthCounse Estate Planning Service Major Product Overview 13.23.4 WealthCounse Estate Planning Service Revenue and Gross Margin fromEstate Planning Service (2020-2025) 13.23.5 Key News 13.24 Ingenious 13.24.1 Ingenious Company Overview 13.24.2 Ingenious Business Overview 13.24.3 Ingenious Estate Planning Service Major Product Overview 13.24.4 Ingenious Estate Planning Service Revenue and Gross Margin fromEstate Planning Service (2020-2025) 13.24.5 Key News 13.25 St. James's Place 13.25.1 St. James's Place Company Overview 13.25.2 St. James's Place Business Overview 13.25.3 St. James's Place Estate Planning Service Major Product Overview 13.25.4 St. James's Place Estate Planning Service Revenue and Gross Margin fromEstate Planning Service (2020-2025) 13.25.5 Key News 13.26 Vedder Price 13.26.1 Vedder Price Company Overview 13.26.2 Vedder Price Business Overview 13.26.3 Vedder Price Estate Planning Service Major Product Overview 13.26.4 Vedder Price Estate Planning Service Revenue and Gross Margin fromEstate Planning Service (2020-2025) 13.26.5 Key News 13.27 Broadway Financial Planning 13.27.1 Broadway Financial Planning Company Overview 13.27.2 Broadway Financial Planning Business Overview 13.27.3 Broadway Financial Planning Estate Planning Service Major Product Overview 13.27.4 Broadway Financial Planning Estate Planning Service Revenue and Gross Margin fromEstate Planning Service (2020-2025) 13.27.5 Key News 13.28 Shumaker 13.28.1 Shumaker Company Overview 13.28.2 Shumaker Business Overview 13.28.3 Shumaker Estate Planning Service Major Product Overview 13.28.4 Shumaker Estate Planning Service Revenue and Gross Margin fromEstate Planning Service (2020-2025) 13.28.5 Key News 13.29 Thrivent 13.29.1 Thrivent Company Overview 13.29.2 Thrivent Business Overview 13.29.3 Thrivent Estate Planning Service Major Product Overview 13.29.4 Thrivent Estate Planning Service Revenue and Gross Margin fromEstate Planning Service (2020-2025) 13.29.5 Key News 13.30 IOOF 13.30.1 IOOF Company Overview 13.30.2 IOOF Business Overview 13.30.3 IOOF Estate Planning Service Major Product Overview 13.30.4 IOOF Estate Planning Service Revenue and Gross Margin fromEstate Planning Service (2020-2025) 13.30.5 Key News 13.30.6 Key News 14 Key Market Trends, Opportunity, Drivers and Restraints 14.1 Key Takeway 14.2 Market Opportunities & Trends 14.3 Market Drivers 14.4 Market Restraints 14.5 Market Major Factor Assessment 14.6 Porter's Five Forces Analysis of Estate Planning Service Market 14.7 PEST Analysis of Estate Planning Service Market 15 Analysis of the Estate Planning Service Industry Chain 15.1 Overview of the Industry Chain 15.2 Upstream Segment Analysis 15.3 Midstream Segment Analysis 15.3.1 Manufacturing, Processing or Conversion Process Analysis 15.3.2 Key Technology Analysis 15.4 Downstream Segment Analysis 15.4.1 Downstream Customer List and Contact Details 15.4.2 Customer Concerns or Preference Analysis 16 Conclusion 17 Appendix 17.1 Methodology 17.2 Research Process and Data Source 17.3 Disclaimer 17.4 Note 17.5 Examples of Clients 17.6 DisclaimerResearch Methodology The research methodology employed in this study follows a structured, four-stage process designed to ensure the accuracy, consistency, and relevance of all data and insights presented. The process begins with Information Procurement, wherein data is collected from a wide range of primary and secondary sources. This is followed by Information Analysis, during which the collected data is systematically mapped, discrepancies across sources are examined, and consistency is established through cross-validation.
Subsequently, the Market Formulation phase involves placing verified data points into an appropriate market context to generate meaningful conclusions. This step integrates analyst interpretation and expert heuristics to refine findings and ensure applicability. Finally, all conclusions undergo a rigorous Validation and Publishing process, where each data point is re-evaluated before inclusion in the final deliverable. The methodology emphasizes bidirectional flow and reversibility between key stages to maintain flexibility and reinforce the integrity of the analysis.
Research Process The market research process follows a structured and iterative methodology designed to ensure accuracy, depth, and reliability. It begins with scope definition and research design, where the research objectives are clearly outlined based on client requirements, emerging market trends, and initial exploratory insights. This phase provides strategic direction for all subsequent stages of the research. Data collection is then conducted through both secondary and primary research. Secondary research involves analyzing publicly available and paid sources such as company filings, industry journals, and government databases to build foundational knowledge. This is followed by primary research, which includes direct interviews and surveys with key industry stakeholders—such as manufacturers, distributors, and end users—to gather firsthand insights and address data gaps identified earlier. Techniques included CATI (Computer-Assisted Telephonic Interviewing), CAWI (Computer-Assisted Web Interviewing), CAVI (Computer-Assisted Video Interviewing via platforms like Zoom and WebEx), and CASI (Computer-Assisted Self Interviewing via email or LinkedIn).
