The 2026 State of Estate Planning Report: Key Trends and Sentiments
The 2026 State of Estate Planning Report sheds light on the emerging trends and sentiments that advisors need to be aware of for the upcoming year. This report unveils valuable insights into what is on consumers’ minds as they contemplate legacy, wealth transfer, and the professionals they rely on for guidance.
Conducted by Vanilla, the third annual survey surveyed 1,000 U.S. consumers to uncover the trends that are shaping estate planning conversations and the opportunities that advisors must not overlook. To access the full report, click here.
Key Findings from the Report:
- Nearly all (97%) of respondents believe that discussing estate plans with loved ones is essential, highlighting the importance of communication within families.
- Eight out of ten consumers expect their financial advisor to provide estate planning services, either directly or through collaboration, showcasing a growing demand for comprehensive financial guidance.
- 84% of individuals are receptive to AI-assisted planning when a professional is involved, indicating a willingness to embrace technology in the estate planning process.
- Passing down values is identified as the top priority beyond financial assets by 40% of respondents, underlining the significance of preserving family legacies and traditions.
- A noticeable gender gap was observed, with women placing a higher emphasis on family communication but being less likely to take the lead in planning decisions, highlighting the need for targeted support and education.
The 2026 report delves into the underlying factors driving these sentiments, ranging from concerns about heir preparedness to the emergence of “practice inheritances” and evolving expectations regarding the role of technology and advisors in estate planning.
As consumers navigate the complexities of estate planning, it is crucial for advisors to stay informed about these trends to better serve their clients and address their evolving needs. By understanding the shifting landscape of estate planning, advisors can adapt their strategies and offerings to provide comprehensive and personalized solutions.
For more detailed insights and analysis from the 2026 State of Estate Planning Report, refer to the full report available here.
