Key Findings from the 5th Annual Industry Trends SurveyA Look Inside the Estate Planning Industry
Release date: January 9, 2012
Results are in from the 5th Annual Industry Trends Survey, which drew a record 1,085 respondents.
The data reflects the frustrations many professional advisors and their clients have felt regarding partisan gridlock on Capitol Hill and continued uncertainty over the national economy.
This year’s survey had a broader focus, inviting participation from all professionals involved in estate planning and wealth management. More importantly, the survey probed into the mindset of clients as seen through the eyes of their professional advisors.
In addition to providing unique insight into clients’ perspectives and fears, some respondents used the opportunity to express their frustrations about the economy and perceived inattention by Congress.
About the Industry Trends Survey
In 2007, WealthCounsel launched the nation's first comprehensive survey of estate planning attorneys. The assessment drew participation from attorneys in all 50 states. Starting with the 2009 survey, WealthCounsel and Trusts & Estates magazine became partners in launching the annual survey to further broaden its scope in the marketplace. Since then participation has grown to over 1,000 attorneys and the data collected continues to provide valuable insight for all estate planning practitioners. View previous years:
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