Infinity Market Research
Infinity Market Research

Global Estate Planning Service Market Growth (Status and Outlook) 2025-2031


Sep 2025

Information and Communication Technology

Pages: 209

LPI9659

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The global Estate Planning Service market size is predicted to grow from US$ 4736 million in 2025 to US$ 8371 million in 2031; it is expected to grow at a CAGR of 10.0% from 2025 to 2031.


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 ones 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 individuals preferences. This markets 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.


Infinity Market Research newest research report, the ?Estate Planning Service Industry Forecast? looks at past sales and reviews total world Estate Planning Service sales in 2024, providing a comprehensive analysis by region and market sector of projected Estate Planning Service sales for 2025 through 2031. With Estate Planning Service sales broken down by region, market sector and sub-sector, this report provides a detailed analysis in US$ millions of the world Estate Planning Service industry.


This Insight Report provides a comprehensive analysis of the global Estate Planning Service landscape and highlights key trends related to product segmentation, company formation, revenue, and market share, latest development, and M&A activity. This report also analyses the strategies of leading global companies with a focus on Estate Planning Service portfolios and capabilities, market entry strategies, market positions, and geographic footprints, to better understand these firms? unique position in an accelerating global Estate Planning Service market.


This Insight Report evaluates the key market trends, drivers, and affecting factors shaping the global outlook for Estate Planning Service and breaks down the forecast by Type, by Application, geography, and market size to highlight emerging pockets of opportunity. With a transparent methodology based on hundreds of bottom-up qualitative and quantitative market inputs, this study forecast offers a highly nuanced view of the current state and future trajectory in the global Estate Planning Service.


This report presents a comprehensive overview, market shares, and growth opportunities of Estate Planning Service market by product type, application, key players and key regions and countries.


Segmentation by Type:


    Wills
    Will Trusts
    Lifetime Trusts
    Lasting Power of Attorney
    Others


Segmentation by Application:


    Married with Children
    Blended Family
    Single with Children
    Others


This report also splits the market by region:


    Americas
        United States
        Canada
        Mexico
        Brazil
    APAC
        China
        Japan
        Korea
        Southeast Asia
        India
        Australia
    Europe
        Germany
        France
        UK
        Italy
        Russia
    Middle East & Africa
        Egypt
        South Africa
        Israel
        Turkey
        GCC Countries


The below companies that are profiled have been selected based on inputs gathered from primary experts and analyzing the companys coverage, product portfolio, its market penetration.


    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. Jamess 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


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