WealthCounsel, in conjunction with Trusts & Estates magazine and Informa Engage, surveyed estate planning professionals towards the close of 2025.
The survey addressed preferred methods of drafting trusts, client concerns about federal gift or estate tax, career satisfaction, and attitudes toward emerging technologies such as generative artificial intelligence (AI). The analyses in the following pages are based on 252 respondents from legal and wealth advisor professionals involved in trusts and estates.
A WealthCounsel membership is tailor-made for today's estate planning and elder law attorneys. Robust, cloud-based drafting and trust administration solutions make working from anywhere a reality, while practice-success coaching programs and a vast catalog of on-demand and live continuing education opportunities empower member attorneys to build and maintain a practice that fits them.