2026 Estate Planning Trends Report


Discover the Latest Estate Planning Trends

Are you curious about the latest trends in estate planning? WealthCounsel, in partnership with Trusts & Estates magazine and Informa Engage, surveyed estate planning professionals to discover the latest emerging trends in the industry.

What To Expect

This year's survey explores a variety of topics, including preferred methods of drafting trusts, client concerns about federal gift or estate tax, career satisfaction, and attitudes toward emerging technologies such as generative artificial intelligence (AI).

→ Download the full report for free here.

Stay Informed, Stay Ahead

WealthCounsel has been helping elder law attorneys, estate planners, and business lawyers practice competently and confidently for over 25 years. Learn more about the products we offer to help you practice with greater efficiency and accuracy, allowing your entire office to remotely access files in real-time and collaborate anytime, anywhere.

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