2026 Estate Planning Industry Trends Report

The estate planning landscape is evolving rapidly—and it’s changing how attorneys practice and run their firms. Are you curious about how other estate planning professionals are embracing that change and helping clients prepare for the future?

Green booklet cover titled "2026 Estate Planning Trends: Online Survey" with Trusts & Estates logo at the bottom.

WealthCounsel, in partnership with Trusts & Estates magazine and Informa Engage, developed a report based on survey responses from estate planning professionals nationwide to highlight emerging industry trends. Topics include:

  • Preferred methods and resources for drafting trusts 

  • How generative AI is being used by estate planners 

  • Long-term projections for AI’s impact on the profession

  • Career satisfaction levels 

See what’s shaping the future of estate planning in this year’s report.

A link to the report will be delivered to your email address.

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