Quarterly Report
‍Q1 2026: Technology and Estate Planning

This report provides a data-driven look at how advisors are adopting estate planning - and what it takes to stay competitive, win clients, and grow AUM in 2026.

Report: Estate Planning Trends Every Advisor Needs to Know (Q1 2026)

• Why demand is outpacing delivery
• Where estate planning fits in modern advisory models
• Why advisors need proof before adopting new tools
• Why digital delivery matters for the next generation
• How technology is shaping client trust
• How integration drives efficiency and growth