CityWire

Nov 19, 2024

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Estate planning now an expectation among advisor clients

High taxes, the integration of artificial intelligence (AI) and tensions with the next generation of heirs remain front of mind for consumers when it comes to estate planning.

 

Those were some of the main takeaways from estate planning technology startup Vanilla’s 2025 ‘State of Estate Planning Report,’ in which the company surveyed 1,000 consumers nationwide. The survey asked respondents to evaluate their stance toward various factors impacting their estate planning decisions along with their evaluation of advisors in that process.

 

‘In short, estate planning has become central to how clients manage their lives and legacy, not just their wealth,’ Vanilla chief executive Gene Farrell said in the report.

 

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Read more: Estate planning now an expectation among advisor clients

[CityWire, Alec Rich]