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Estate Planning Service Market, Global Outlook and Forecast 2022-2028

August 2022 | 117 pages | ID: ED4D4BF993BAEN
Market Monitor Global

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This report contains market size and forecasts of Estate Planning Service in Global, including the following market information:

Global Estate Planning Service Market Revenue, 2017-2022, 2023-2028, ($ millions)

Global top five companies in 2021 (%)

The global Estate Planning Service market was valued at million in 2021 and is projected to reach US$ million by 2028, at a CAGR of % during the forecast period 2022-2028.

The U.S. Market is Estimated at $ Million in 2021, While China is Forecast to Reach $ Million by 2028.

Wills Segment to Reach $ Million by 2028, with a % CAGR in next six years.

The global key manufacturers of Estate Planning Service include Hurkan Sayman, Trust & Will, Mercer Advisors, Estate Planning Solutions(Holistic Estate Planning Solutions), Fidelity Wealth Services, Deepbridge Capital, Creative Planning, Mariner Wealth Advisors and LegalShield, etc. In 2021, the global top five players have a share approximately % in terms of revenue.

MARKET MONITOR GLOBAL, INC (MMG) has surveyed the Estate Planning Service companies, and industry experts on this industry, involving the revenue, demand, product type, recent developments and plans, industry trends, drivers, challenges, obstacles, and potential risks.

Total Market by Segment:

Global Estate Planning Service Market, by Type, 2017-2022, 2023-2028 ($ millions)

Global Estate Planning Service Market Segment Percentages, by Type, 2021 (%)
  • Wills
  • Will Trusts
  • Lifetime Trusts
  • Lasting Power of Attorney
  • Others
Global Estate Planning Service Market, by Application, 2017-2022, 2023-2028 ($ millions)

Global Estate Planning Service Market Segment Percentages, by Application, 2021 (%)
  • Married with Children
  • Blended Family
  • Single with Children
  • Others
Global Estate Planning Service Market, By Region and Country, 2017-2022, 2023-2028 ($ Millions)

Global Estate Planning Service Market Segment Percentages, By Region and Country, 2021 (%)
  • North America
    • US
    • Canada
    • Mexico
  • Europe
    • Germany
    • France
    • U.K.
    • Italy
    • Russia
    • Nordic Countries
    • Benelux
    • Rest of Europe
  • Asia
    • China
    • Japan
    • South Korea
    • Southeast Asia
    • India
    • Rest of Asia
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Middle East & Africa
    • Turkey
    • Israel
    • Saudi Arabia
    • UAE
    • Rest of Middle East & Africa
Competitor Analysis

The report also provides analysis of leading market participants including:

Key companies Estate Planning Service revenues in global market, 2017-2022 (estimated), ($ millions)

Key companies Estate Planning Service revenues share in global market, 2021 (%)

Further, the report presents profiles of competitors in the market, key players include:
  • 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. James's 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
1 INTRODUCTION TO RESEARCH & ANALYSIS REPORTS

1.1 Estate Planning Service Market Definition
1.2 Market Segments
  1.2.1 Market by Type
  1.2.2 Market by Application
1.3 Global Estate Planning Service Market Overview
1.4 Features & Benefits of This Report
1.5 Methodology & Sources of Information
  1.5.1 Research Methodology
  1.5.2 Research Process
  1.5.3 Base Year
  1.5.4 Report Assumptions & Caveats

2 GLOBAL ESTATE PLANNING SERVICE OVERALL MARKET SIZE

2.1 Global Estate Planning Service Market Size: 2021 VS 2028
2.2 Global Estate Planning Service Market Size, Prospects & Forecasts: 2017-2028
2.3 Key Market Trends, Opportunity, Drivers and Restraints
  2.3.1 Market Opportunities & Trends
  2.3.2 Market Drivers
  2.3.3 Market Restraints

3 COMPANY LANDSCAPE

3.1 Top Estate Planning Service Players in Global Market
3.2 Top Global Estate Planning Service Companies Ranked by Revenue
3.3 Global Estate Planning Service Revenue by Companies
3.4 Top 3 and Top 5 Estate Planning Service Companies in Global Market, by Revenue in 2021
3.5 Global Companies Estate Planning Service Product Type
3.6 Tier 1, Tier 2 and Tier 3 Estate Planning Service Players in Global Market
  3.6.1 List of Global Tier 1 Estate Planning Service Companies
  3.6.2 List of Global Tier 2 and Tier 3 Estate Planning Service Companies

4 MARKET SIGHTS BY PRODUCT

4.1 Overview
  4.1.1 by Type - Global Estate Planning Service Market Size Markets, 2021 & 2028
  4.1.2 Wills
  4.1.3 Will Trusts
  4.1.4 Lifetime Trusts
  4.1.5 Lasting Power of Attorney
  4.1.6 Others
4.2 By Type - Global Estate Planning Service Revenue & Forecasts
  4.2.1 By Type - Global Estate Planning Service Revenue, 2017-2022
  4.2.2 By Type - Global Estate Planning Service Revenue, 2023-2028
  4.2.3 By Type - Global Estate Planning Service Revenue Market Share, 2017-2028

5 SIGHTS BY APPLICATION

5.1 Overview
  5.1.1 By Application - Global Estate Planning Service Market Size, 2021 & 2028
  5.1.2 Married with Children
  5.1.3 Blended Family
  5.1.4 Single with Children
  5.1.5 Others
5.2 By Application - Global Estate Planning Service Revenue & Forecasts
  5.2.1 By Application - Global Estate Planning Service Revenue, 2017-2022
  5.2.2 By Application - Global Estate Planning Service Revenue, 2023-2028
  5.2.3 By Application - Global Estate Planning Service Revenue Market Share, 2017-2028

6 SIGHTS BY REGION

6.1 By Region - Global Estate Planning Service Market Size, 2021 & 2028
6.2 By Region - Global Estate Planning Service Revenue & Forecasts
  6.2.1 By Region - Global Estate Planning Service Revenue, 2017-2022
  6.2.2 By Region - Global Estate Planning Service Revenue, 2023-2028
  6.2.3 By Region - Global Estate Planning Service Revenue Market Share, 2017-2028
6.3 North America
  6.3.1 By Country - North America Estate Planning Service Revenue, 2017-2028
  6.3.2 US Estate Planning Service Market Size, 2017-2028
  6.3.3 Canada Estate Planning Service Market Size, 2017-2028
  6.3.4 Mexico Estate Planning Service Market Size, 2017-2028
6.4 Europe
  6.4.1 By Country - Europe Estate Planning Service Revenue, 2017-2028
  6.4.2 Germany Estate Planning Service Market Size, 2017-2028
  6.4.3 France Estate Planning Service Market Size, 2017-2028
  6.4.4 U.K. Estate Planning Service Market Size, 2017-2028
  6.4.5 Italy Estate Planning Service Market Size, 2017-2028
  6.4.6 Russia Estate Planning Service Market Size, 2017-2028
  6.4.7 Nordic Countries Estate Planning Service Market Size, 2017-2028
  6.4.8 Benelux Estate Planning Service Market Size, 2017-2028
6.5 Asia
  6.5.1 By Region - Asia Estate Planning Service Revenue, 2017-2028
  6.5.2 China Estate Planning Service Market Size, 2017-2028
  6.5.3 Japan Estate Planning Service Market Size, 2017-2028
  6.5.4 South Korea Estate Planning Service Market Size, 2017-2028
  6.5.5 Southeast Asia Estate Planning Service Market Size, 2017-2028
  6.5.6 India Estate Planning Service Market Size, 2017-2028
6.6 South America
  6.6.1 By Country - South America Estate Planning Service Revenue, 2017-2028
  6.6.2 Brazil Estate Planning Service Market Size, 2017-2028
  6.6.3 Argentina Estate Planning Service Market Size, 2017-2028
6.7 Middle East & Africa
  6.7.1 By Country - Middle East & Africa Estate Planning Service Revenue, 2017-2028
  6.7.2 Turkey Estate Planning Service Market Size, 2017-2028
  6.7.3 Israel Estate Planning Service Market Size, 2017-2028
  6.7.4 Saudi Arabia Estate Planning Service Market Size, 2017-2028
  6.7.5 UAE Estate Planning Service Market Size, 2017-2028

7 PLAYERS PROFILES

7.1 Hurkan Sayman
  7.1.1 Hurkan Sayman Corporate Summary
  7.1.2 Hurkan Sayman Business Overview
  7.1.3 Hurkan Sayman Estate Planning Service Major Product Offerings
  7.1.4 Hurkan Sayman Estate Planning Service Revenue in Global Market (2017-2022)
  7.1.5 Hurkan Sayman Key News
7.2 Trust & Will
  7.2.1 Trust & Will Corporate Summary
  7.2.2 Trust & Will Business Overview
  7.2.3 Trust & Will Estate Planning Service Major Product Offerings
  7.2.4 Trust & Will Estate Planning Service Revenue in Global Market (2017-2022)
  7.2.5 Trust & Will Key News
7.3 Mercer Advisors
  7.3.1 Mercer Advisors Corporate Summary
  7.3.2 Mercer Advisors Business Overview
  7.3.3 Mercer Advisors Estate Planning Service Major Product Offerings
  7.3.4 Mercer Advisors Estate Planning Service Revenue in Global Market (2017-2022)
  7.3.5 Mercer Advisors Key News
7.4 Estate Planning Solutions(Holistic Estate Planning Solutions)
  7.4.1 Estate Planning Solutions(Holistic Estate Planning Solutions) Corporate Summary
  7.4.2 Estate Planning Solutions(Holistic Estate Planning Solutions) Business Overview
  7.4.3 Estate Planning Solutions(Holistic Estate Planning Solutions) Estate Planning Service Major Product Offerings
  7.4.4 Estate Planning Solutions(Holistic Estate Planning Solutions) Estate Planning Service Revenue in Global Market (2017-2022)
  7.4.5 Estate Planning Solutions(Holistic Estate Planning Solutions) Key News
7.5 Fidelity Wealth Services
  7.5.1 Fidelity Wealth Services Corporate Summary
  7.5.2 Fidelity Wealth Services Business Overview
  7.5.3 Fidelity Wealth Services Estate Planning Service Major Product Offerings
  7.5.4 Fidelity Wealth Services Estate Planning Service Revenue in Global Market (2017-2022)
  7.5.5 Fidelity Wealth Services Key News
7.6 Deepbridge Capital
  7.6.1 Deepbridge Capital Corporate Summary
  7.6.2 Deepbridge Capital Business Overview
  7.6.3 Deepbridge Capital Estate Planning Service Major Product Offerings
  7.6.4 Deepbridge Capital Estate Planning Service Revenue in Global Market (2017-2022)
  7.6.5 Deepbridge Capital Key News
7.7 Creative Planning
  7.7.1 Creative Planning Corporate Summary
  7.7.2 Creative Planning Business Overview
  7.7.3 Creative Planning Estate Planning Service Major Product Offerings
  7.7.4 Creative Planning Estate Planning Service Revenue in Global Market (2017-2022)
  7.7.5 Creative Planning Key News
7.8 Mariner Wealth Advisors
  7.8.1 Mariner Wealth Advisors Corporate Summary
  7.8.2 Mariner Wealth Advisors Business Overview
  7.8.3 Mariner Wealth Advisors Estate Planning Service Major Product Offerings
  7.8.4 Mariner Wealth Advisors Estate Planning Service Revenue in Global Market (2017-2022)
  7.8.5 Mariner Wealth Advisors Key News
7.9 LegalShield
  7.9.1 LegalShield Corporate Summary
  7.9.2 LegalShield Business Overview
  7.9.3 LegalShield Estate Planning Service Major Product Offerings
  7.9.4 LegalShield Estate Planning Service Revenue in Global Market (2017-2022)
  7.9.5 LegalShield Key News
7.10 Coastal Wealth Management
  7.10.1 Coastal Wealth Management Corporate Summary
  7.10.2 Coastal Wealth Management Business Overview
  7.10.3 Coastal Wealth Management Estate Planning Service Major Product Offerings
  7.10.4 Coastal Wealth Management Estate Planning Service Revenue in Global Market (2017-2022)
  7.10.5 Coastal Wealth Management Key News
7.11 NerdWallet
  7.11.1 NerdWallet Corporate Summary
  7.11.2 NerdWallet Business Overview
  7.11.3 NerdWallet Estate Planning Service Major Product Offerings
  7.11.4 NerdWallet Estate Planning Service Revenue in Global Market (2017-2022)
  7.11.5 NerdWallet Key News
7.12 Evelyn Partners
  7.12.1 Evelyn Partners Corporate Summary
  7.12.2 Evelyn Partners Business Overview
  7.12.3 Evelyn Partners Estate Planning Service Major Product Offerings
  7.12.4 Evelyn Partners Estate Planning Service Revenue in Global Market (2017-2022)
  7.12.5 Evelyn Partners Key News
7.13 Perpetual Guardian
  7.13.1 Perpetual Guardian Corporate Summary
  7.13.2 Perpetual Guardian Business Overview
  7.13.3 Perpetual Guardian Estate Planning Service Major Product Offerings
  7.13.4 Perpetual Guardian Estate Planning Service Revenue in Global Market (2017-2022)
  7.13.5 Perpetual Guardian Key News
7.14 BNP Paribas Fortis
  7.14.1 BNP Paribas Fortis Corporate Summary
  7.14.2 BNP Paribas Fortis Business Overview
  7.14.3 BNP Paribas Fortis Estate Planning Service Major Product Offerings
  7.14.4 BNP Paribas Fortis Estate Planning Service Revenue in Global Market (2017-2022)
  7.14.5 BNP Paribas Fortis Key News
7.15 ArentFox Schiff
  7.15.1 ArentFox Schiff Corporate Summary
  7.15.2 ArentFox Schiff Business Overview
  7.15.3 ArentFox Schiff Estate Planning Service Major Product Offerings
  7.15.4 ArentFox Schiff Estate Planning Service Revenue in Global Market (2017-2022)
  7.15.5 ArentFox Schiff Key News
7.16 Charles Schwab
  7.16.1 Charles Schwab Corporate Summary
  7.16.2 Charles Schwab Business Overview
  7.16.3 Charles Schwab Estate Planning Service Major Product Offerings
  7.16.4 Charles Schwab Estate Planning Service Revenue in Global Market (2017-2022)
  7.16.5 Charles Schwab Key News
7.17 Downing
  7.17.1 Downing Corporate Summary
  7.17.2 Downing Business Overview
  7.17.3 Downing Estate Planning Service Major Product Offerings
  7.17.4 Downing Estate Planning Service Revenue in Global Market (2017-2022)
  7.17.5 Downing Key News
7.18 Redwood Financial
  7.18.1 Redwood Financial Corporate Summary
  7.18.2 Redwood Financial Business Overview
  7.18.3 Redwood Financial Estate Planning Service Major Product Offerings
  7.18.4 Redwood Financial Estate Planning Service Revenue in Global Market (2017-2022)
  7.18.5 Redwood Financial Key News
7.19 Northwestern Mutual
  7.19.1 Northwestern Mutual Corporate Summary
  7.19.2 Northwestern Mutual Business Overview
  7.19.3 Northwestern Mutual Estate Planning Service Major Product Offerings
  7.19.4 Northwestern Mutual Estate Planning Service Revenue in Global Market (2017-2022)
  7.19.5 Northwestern Mutual Key News
7.20 Legacy Assurance Plan
  7.20.1 Legacy Assurance Plan Corporate Summary
  7.20.2 Legacy Assurance Plan Business Overview
  7.20.3 Legacy Assurance Plan Estate Planning Service Major Product Offerings
  7.20.4 Legacy Assurance Plan Estate Planning Service Revenue in Global Market (2017-2022)
  7.20.5 Legacy Assurance Plan Key News
7.21 Servus Credit Unio
  7.21.1 Servus Credit Unio Corporate Summary
  7.21.2 Servus Credit Unio Business Overview
  7.21.3 Servus Credit Unio Estate Planning Service Major Product Offerings
  7.21.4 Servus Credit Unio Estate Planning Service Revenue in Global Market (2017-2022)
  7.21.5 Servus Credit Unio Key News
7.22 Homrich Berg
  7.22.1 Homrich Berg Corporate Summary
  7.22.2 Homrich Berg Business Overview
  7.22.3 Homrich Berg Estate Planning Service Major Product Offerings
  7.22.4 Homrich Berg Estate Planning Service Revenue in Global Market (2017-2022)
  7.22.5 Homrich Berg Key News
7.23 WealthCounse
  7.23.1 WealthCounse Corporate Summary
  7.23.2 WealthCounse Business Overview
  7.23.3 WealthCounse Estate Planning Service Major Product Offerings
  7.23.4 WealthCounse Estate Planning Service Revenue in Global Market (2017-2022)
  7.23.5 WealthCounse Key News
7.24 Ingenious
  7.24.1 Ingenious Corporate Summary
  7.24.2 Ingenious Business Overview
  7.24.3 Ingenious Estate Planning Service Major Product Offerings
  7.24.4 Ingenious Estate Planning Service Revenue in Global Market (2017-2022)
  7.24.5 Ingenious Key News
7.25 St. James's Place
  7.25.1 St. James's Place Corporate Summary
  7.25.2 St. James's Place Business Overview
  7.25.3 St. James's Place Estate Planning Service Major Product Offerings
  7.25.4 St. James's Place Estate Planning Service Revenue in Global Market (2017-2022)
  7.25.5 St. James's Place Key News
7.26 Vedder Price
  7.26.1 Vedder Price Corporate Summary
  7.26.2 Vedder Price Business Overview
  7.26.3 Vedder Price Estate Planning Service Major Product Offerings
  7.26.4 Vedder Price Estate Planning Service Revenue in Global Market (2017-2022)
  7.26.5 Vedder Price Key News
7.27 Broadway Financial Planning
  7.27.1 Broadway Financial Planning Corporate Summary
  7.27.2 Broadway Financial Planning Business Overview
  7.27.3 Broadway Financial Planning Estate Planning Service Major Product Offerings
  7.27.4 Broadway Financial Planning Estate Planning Service Revenue in Global Market (2017-2022)
  7.27.5 Broadway Financial Planning Key News
7.28 Shumaker
  7.28.1 Shumaker Corporate Summary
  7.28.2 Shumaker Business Overview
  7.28.3 Shumaker Estate Planning Service Major Product Offerings
  7.28.4 Shumaker Estate Planning Service Revenue in Global Market (2017-2022)
  7.28.5 Shumaker Key News
7.29 Thrivent
  7.29.1 Thrivent Corporate Summary
  7.29.2 Thrivent Business Overview
  7.29.3 Thrivent Estate Planning Service Major Product Offerings
  7.29.4 Thrivent Estate Planning Service Revenue in Global Market (2017-2022)
  7.29.5 Thrivent Key News
7.30 IOOF
  7.30.1 IOOF Corporate Summary
  7.30.2 IOOF Business Overview
  7.30.3 IOOF Estate Planning Service Major Product Offerings
  7.30.4 IOOF Estate Planning Service Revenue in Global Market (2017-2022)
  7.30.5 IOOF Key News
7.31 Withum
  7.31.1 Withum Corporate Summary
  7.31.2 Withum Business Overview
  7.31.3 Withum Estate Planning Service Major Product Offerings
  7.31.4 Withum Estate Planning Service Revenue in Global Market (2017-2022)
  7.31.5 Withum Key News
7.32 Strategic Estate Planning Services
  7.32.1 Strategic Estate Planning Services Corporate Summary
  7.32.2 Strategic Estate Planning Services Business Overview
  7.32.3 Strategic Estate Planning Services Estate Planning Service Major Product Offerings
  7.32.4 Strategic Estate Planning Services Estate Planning Service Revenue in Global Market (2017-2022)
  7.32.5 Strategic Estate Planning Services Key News
7.33 Key Retirement Solutions
  7.33.1 Key Retirement Solutions Corporate Summary
  7.33.2 Key Retirement Solutions Business Overview
  7.33.3 Key Retirement Solutions Estate Planning Service Major Product Offerings
  7.33.4 Key Retirement Solutions Estate Planning Service Revenue in Global Market (2017-2022)
  7.33.5 Key Retirement Solutions Key News
7.34 Triple Point
  7.34.1 Triple Point Corporate Summary
  7.34.2 Triple Point Business Overview
  7.34.3 Triple Point Estate Planning Service Major Product Offerings
  7.34.4 Triple Point Estate Planning Service Revenue in Global Market (2017-2022)
  7.34.5 Triple Point Key News
7.35 WITHERS
  7.35.1 WITHERS Corporate Summary
  7.35.2 WITHERS Business Overview
  7.35.3 WITHERS Estate Planning Service Major Product Offerings
  7.35.4 WITHERS Estate Planning Service Revenue in Global Market (2017-2022)
  7.35.5 WITHERS Key News
7.36 Vanguard
  7.36.1 Vanguard Corporate Summary
  7.36.2 Vanguard Business Overview
  7.36.3 Vanguard Estate Planning Service Major Product Offerings
  7.36.4 Vanguard Estate Planning Service Revenue in Global Market (2017-2022)
  7.36.5 Vanguard Key News
7.37 Sun Life
  7.37.1 Sun Life Corporate Summary
  7.37.2 Sun Life Business Overview
  7.37.3 Sun Life Estate Planning Service Major Product Offerings
  7.37.4 Sun Life Estate Planning Service Revenue in Global Market (2017-2022)
  7.37.5 Sun Life Key News
7.38 Rosemont
  7.38.1 Rosemont Corporate Summary
  7.38.2 Rosemont Business Overview
  7.38.3 Rosemont Estate Planning Service Major Product Offerings
  7.38.4 Rosemont Estate Planning Service Revenue in Global Market (2017-2022)
  7.38.5 Rosemont Key News
7.39 Carson Wealth Management
  7.39.1 Carson Wealth Management Corporate Summary
  7.39.2 Carson Wealth Management Business Overview
  7.39.3 Carson Wealth Management Estate Planning Service Major Product Offerings
  7.39.4 Carson Wealth Management Estate Planning Service Revenue in Global Market (2017-2022)
  7.39.5 Carson Wealth Management Key News
7.40 EP Wealth Advisors
  7.40.1 EP Wealth Advisors Corporate Summary
  7.40.2 EP Wealth Advisors Business Overview
  7.40.3 EP Wealth Advisors Estate Planning Service Major Product Offerings
  7.40.4 EP Wealth Advisors Estate Planning Service Revenue in Global Market (2017-2022)
  7.40.5 EP Wealth Advisors Key News
7.41 TIAA

8 CONCLUSION

9 APPENDIX

9.1 Note
9.2 Examples of Clients
9.3 Disclaimer

LIST OF TABLES

Table 1. Estate Planning Service Market Opportunities & Trends in Global Market
Table 2. Estate Planning Service Market Drivers in Global Market
Table 3. Estate Planning Service Market Restraints in Global Market
Table 4. Key Players of Estate Planning Service in Global Market
Table 5. Top Estate Planning Service Players in Global Market, Ranking by Revenue (2021)
Table 6. Global Estate Planning Service Revenue by Companies, (US$, Mn), 2017-2022
Table 7. Global Estate Planning Service Revenue Share by Companies, 2017-2022
Table 8. Global Companies Estate Planning Service Product Type
Table 9. List of Global Tier 1 Estate Planning Service Companies, Revenue (US$, Mn) in 2021 and Market Share
Table 10. List of Global Tier 2 and Tier 3 Estate Planning Service Companies, Revenue (US$, Mn) in 2021 and Market Share
Table 11. By Type – Global Estate Planning Service Revenue, (US$, Mn), 2021 & 2028
Table 12. By Type - Estate Planning Service Revenue in Global (US$, Mn), 2017-2022
Table 13. By Type - Estate Planning Service Revenue in Global (US$, Mn), 2023-2028
Table 14. By Application – Global Estate Planning Service Revenue, (US$, Mn), 2021 & 2028
Table 15. By Application - Estate Planning Service Revenue in Global (US$, Mn), 2017-2022
Table 16. By Application - Estate Planning Service Revenue in Global (US$, Mn), 2023-2028
Table 17. By Region – Global Estate Planning Service Revenue, (US$, Mn), 2021 & 2028
Table 18. By Region - Global Estate Planning Service Revenue (US$, Mn), 2017-2022
Table 19. By Region - Global Estate Planning Service Revenue (US$, Mn), 2023-2028
Table 20. By Country - North America Estate Planning Service Revenue, (US$, Mn), 2017-2022
Table 21. By Country - North America Estate Planning Service Revenue, (US$, Mn), 2023-2028
Table 22. By Country - Europe Estate Planning Service Revenue, (US$, Mn), 2017-2022
Table 23. By Country - Europe Estate Planning Service Revenue, (US$, Mn), 2023-2028
Table 24. By Region - Asia Estate Planning Service Revenue, (US$, Mn), 2017-2022
Table 25. By Region - Asia Estate Planning Service Revenue, (US$, Mn), 2023-2028
Table 26. By Country - South America Estate Planning Service Revenue, (US$, Mn), 2017-2022
Table 27. By Country - South America Estate Planning Service Revenue, (US$, Mn), 2023-2028
Table 28. By Country - Middle East & Africa Estate Planning Service Revenue, (US$, Mn), 2017-2022
Table 29. By Country - Middle East & Africa Estate Planning Service Revenue, (US$, Mn), 2023-2028
Table 30. Hurkan Sayman Corporate Summary
Table 31. Hurkan Sayman Estate Planning Service Product Offerings
Table 32. Hurkan Sayman Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 33. Trust & Will Corporate Summary
Table 34. Trust & Will Estate Planning Service Product Offerings
Table 35. Trust & Will Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 36. Mercer Advisors Corporate Summary
Table 37. Mercer Advisors Estate Planning Service Product Offerings
Table 38. Mercer Advisors Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 39. Estate Planning Solutions(Holistic Estate Planning Solutions) Corporate Summary
Table 40. Estate Planning Solutions(Holistic Estate Planning Solutions) Estate Planning Service Product Offerings
Table 41. Estate Planning Solutions(Holistic Estate Planning Solutions) Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 42. Fidelity Wealth Services Corporate Summary
Table 43. Fidelity Wealth Services Estate Planning Service Product Offerings
Table 44. Fidelity Wealth Services Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 45. Deepbridge Capital Corporate Summary
Table 46. Deepbridge Capital Estate Planning Service Product Offerings
Table 47. Deepbridge Capital Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 48. Creative Planning Corporate Summary
Table 49. Creative Planning Estate Planning Service Product Offerings
Table 50. Creative Planning Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 51. Mariner Wealth Advisors Corporate Summary
Table 52. Mariner Wealth Advisors Estate Planning Service Product Offerings
Table 53. Mariner Wealth Advisors Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 54. LegalShield Corporate Summary
Table 55. LegalShield Estate Planning Service Product Offerings
Table 56. LegalShield Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 57. Coastal Wealth Management Corporate Summary
Table 58. Coastal Wealth Management Estate Planning Service Product Offerings
Table 59. Coastal Wealth Management Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 60. NerdWallet Corporate Summary
Table 61. NerdWallet Estate Planning Service Product Offerings
Table 62. NerdWallet Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 63. Evelyn Partners Corporate Summary
Table 64. Evelyn Partners Estate Planning Service Product Offerings
Table 65. Evelyn Partners Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 66. Perpetual Guardian Corporate Summary
Table 67. Perpetual Guardian Estate Planning Service Product Offerings
Table 68. Perpetual Guardian Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 69. BNP Paribas Fortis Corporate Summary
Table 70. BNP Paribas Fortis Estate Planning Service Product Offerings
Table 71. BNP Paribas Fortis Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 72. ArentFox Schiff Corporate Summary
Table 73. ArentFox Schiff Estate Planning Service Product Offerings
Table 74. ArentFox Schiff Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 75. Charles Schwab Corporate Summary
Table 76. Charles Schwab Estate Planning Service Product Offerings
Table 77. Charles Schwab Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 78. Downing Corporate Summary
Table 79. Downing Estate Planning Service Product Offerings
Table 80. Downing Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 81. Redwood Financial Corporate Summary
Table 82. Redwood Financial Estate Planning Service Product Offerings
Table 83. Redwood Financial Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 84. Northwestern Mutual Corporate Summary
Table 85. Northwestern Mutual Estate Planning Service Product Offerings
Table 86. Northwestern Mutual Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 87. Legacy Assurance Plan Corporate Summary
Table 88. Legacy Assurance Plan Estate Planning Service Product Offerings
Table 89. Legacy Assurance Plan Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 90. Servus Credit Unio Corporate Summary
Table 91. Servus Credit Unio Estate Planning Service Product Offerings
Table 92. Servus Credit Unio Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 93. Homrich Berg Corporate Summary
Table 94. Homrich Berg Estate Planning Service Product Offerings
Table 95. Homrich Berg Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 96. WealthCounse Corporate Summary
Table 97. WealthCounse Estate Planning Service Product Offerings
Table 98. WealthCounse Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 99. Ingenious Corporate Summary
Table 100. Ingenious Estate Planning Service Product Offerings
Table 101. Ingenious Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 102. St. James's Place Corporate Summary
Table 103. St. James's Place Estate Planning Service Product Offerings
Table 104. St. James's Place Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 105. Vedder Price Corporate Summary
Table 106. Vedder Price Estate Planning Service Product Offerings
Table 107. Vedder Price Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 108. Broadway Financial Planning Corporate Summary
Table 109. Broadway Financial Planning Estate Planning Service Product Offerings
Table 110. Broadway Financial Planning Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 111. Shumaker Corporate Summary
Table 112. Shumaker Estate Planning Service Product Offerings
Table 113. Shumaker Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 114. Thrivent Corporate Summary
Table 115. Thrivent Estate Planning Service Product Offerings
Table 116. Thrivent Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 117. IOOF Corporate Summary
Table 118. IOOF Estate Planning Service Product Offerings
Table 119. IOOF Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 120. Withum Corporate Summary
Table 121. Withum Estate Planning Service Product Offerings
Table 122. Withum Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 123. Strategic Estate Planning Services Corporate Summary
Table 124. Strategic Estate Planning Services Estate Planning Service Product Offerings
Table 125. Strategic Estate Planning Services Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 126. Key Retirement Solutions Corporate Summary
Table 127. Key Retirement Solutions Estate Planning Service Product Offerings
Table 128. Key Retirement Solutions Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 129. Triple Point Corporate Summary
Table 130. Triple Point Estate Planning Service Product Offerings
Table 131. Triple Point Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 132. WITHERS Corporate Summary
Table 133. WITHERS Estate Planning Service Product Offerings
Table 134. WITHERS Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 135. Vanguard Corporate Summary
Table 136. Vanguard Estate Planning Service Product Offerings
Table 137. Vanguard Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 138. Sun Life Corporate Summary
Table 139. Sun Life Estate Planning Service Product Offerings
Table 140. Sun Life Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 141. Rosemont Corporate Summary
Table 142. Rosemont Estate Planning Service Product Offerings
Table 143. Rosemont Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 144. Carson Wealth Management Corporate Summary
Table 145. Carson Wealth Management Estate Planning Service Product Offerings
Table 146. Carson Wealth Management Estate Planning Service Revenue (US$, Mn), (2017-2022)
Table 147. EP Wealth Advisors Corporate Summary
Table 148. EP Wealth Advisors Estate Planning Service Product Offerings
Table 149. EP Wealth Advisors Estate Planning Service Revenue (US$, Mn), (2017-2022)

LIST OF FIGURES

Figure 1. Estate Planning Service Segment by Type in 2021
Figure 2. Estate Planning Service Segment by Application in 2021
Figure 3. Global Estate Planning Service Market Overview: 2021
Figure 4. Key Caveats
Figure 5. Global Estate Planning Service Market Size: 2021 VS 2028 (US$, Mn)
Figure 6. Global Estate Planning Service Revenue, 2017-2028 (US$, Mn)
Figure 7. The Top 3 and 5 Players Market Share by Estate Planning Service Revenue in 2021
Figure 8. By Type - Global Estate Planning Service Revenue Market Share, 2017-2028
Figure 9. By Application - Global Estate Planning Service Revenue Market Share, 2017-2028
Figure 10. By Region - Global Estate Planning Service Revenue Market Share, 2017-2028
Figure 11. By Country - North America Estate Planning Service Revenue Market Share, 2017-2028
Figure 12. US Estate Planning Service Revenue, (US$, Mn), 2017-2028
Figure 13. Canada Estate Planning Service Revenue, (US$, Mn), 2017-2028
Figure 14. Mexico Estate Planning Service Revenue, (US$, Mn), 2017-2028
Figure 15. By Country - Europe Estate Planning Service Revenue Market Share, 2017-2028
Figure 16. Germany Estate Planning Service Revenue, (US$, Mn), 2017-2028
Figure 17. France Estate Planning Service Revenue, (US$, Mn), 2017-2028
Figure 18. U.K. Estate Planning Service Revenue, (US$, Mn), 2017-2028
Figure 19. Italy Estate Planning Service Revenue, (US$, Mn), 2017-2028
Figure 20. Russia Estate Planning Service Revenue, (US$, Mn), 2017-2028
Figure 21. Nordic Countries Estate Planning Service Revenue, (US$, Mn), 2017-2028
Figure 22. Benelux Estate Planning Service Revenue, (US$, Mn), 2017-2028
Figure 23. By Region - Asia Estate Planning Service Revenue Market Share, 2017-2028
Figure 24. China Estate Planning Service Revenue, (US$, Mn), 2017-2028
Figure 25. Japan Estate Planning Service Revenue, (US$, Mn), 2017-2028
Figure 26. South Korea Estate Planning Service Revenue, (US$, Mn), 2017-2028
Figure 27. Southeast Asia Estate Planning Service Revenue, (US$, Mn), 2017-2028
Figure 28. India Estate Planning Service Revenue, (US$, Mn), 2017-2028
Figure 29. By Country - South America Estate Planning Service Revenue Market Share, 2017-2028
Figure 30. Brazil Estate Planning Service Revenue, (US$, Mn), 2017-2028
Figure 31. Argentina Estate Planning Service Revenue, (US$, Mn), 2017-2028
Figure 32. By Country - Middle East & Africa Estate Planning Service Revenue Market Share, 2017-2028
Figure 33. Turkey Estate Planning Service Revenue, (US$, Mn), 2017-2028
Figure 34. Israel Estate Planning Service Revenue, (US$, Mn), 2017-2028
Figure 35. Saudi Arabia Estate Planning Service Revenue, (US$, Mn), 2017-2028
Figure 36. UAE Estate Planning Service Revenue, (US$, Mn), 2017-2028
Figure 37. Hurkan Sayman Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 38. Trust & Will Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 39. Mercer Advisors Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 40. Estate Planning Solutions(Holistic Estate Planning Solutions) Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 41. Fidelity Wealth Services Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 42. Deepbridge Capital Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 43. Creative Planning Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 44. Mariner Wealth Advisors Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 45. LegalShield Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 46. Coastal Wealth Management Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 47. NerdWallet Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 48. Evelyn Partners Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 49. Perpetual Guardian Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 50. BNP Paribas Fortis Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 51. ArentFox Schiff Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 52. Charles Schwab Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 53. Downing Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 54. Redwood Financial Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 55. Northwestern Mutual Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 56. Legacy Assurance Plan Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 57. Servus Credit Unio Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 58. Homrich Berg Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 59. WealthCounse Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 60. Ingenious Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 61. St. James's Place Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 62. Vedder Price Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 63. Broadway Financial Planning Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 64. Shumaker Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 65. Thrivent Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 66. IOOF Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 67. Withum Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 68. Strategic Estate Planning Services Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 69. Key Retirement Solutions Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 70. Triple Point Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 71. WITHERS Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 72. Vanguard Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 73. Sun Life Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 74. Rosemont Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 75. Carson Wealth Management Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)
Figure 76. EP Wealth Advisors Estate Planning Service Revenue Year Over Year Growth (US$, Mn) & (2017-2022)



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