Trusts & Estates

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Trusts & Estates

2023 Estate Planning Industry 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, conducted a survey of nearly 400 estate planning professionals to discover what is hot and what is not in the industry.

What To Expect

This year's Industry Trends survey delves into a variety of exciting topics, including the following:

  • Preferred methods of drafting trusts. Learn the preferred methods used by industry professionals.
  • Estate tax exemption. Get insights into the expiration of the estate tax exemption amount.
  • Emerging technologies. Explore attitudes towards cutting-edge technologies such as generative artificial intelligence in estate planning.

Stay Informed, Stay Ahead

Don't miss your chance to stay at the forefront of the estate planning industry. Download the full report for free by submitting the form on this page, and be better prepared for current opportunities and challenges.



Complete the form to download the 2023 Industry Trends Report

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