Key Trends from the 2025 State of Estate Planning Report and How Advisors Can Act on Them

As the wealth management industry evolves, client expectations around advisory services are shifting, particularly regarding cost transparency, technology, and advisor performance.

As clients seek a more integrated approach to financial planning, it becomes clear that the role of the advisor is expanding beyond investment management. Advisors who can offer value-driven services, including holistic estate planning with clear fee structures, will be better positioned to meet the needs of today’s more discerning clients.

In this webinar, we’ll walk through some of the key findings from our survey of 1,000 consumers on the state of estate planning in 2025, with commentary and industry insights from Steve Lockshin.

Key topics:

• Facilitating estate planning conversations
• Protecting assets
• Legacy and values
• Tax planning and concerns
• Comfort with technology in financial planning
• Fee structures