Trust & Will 2026 Estate Planning Report

Estate planning remains widely recognized but largely unaddressed, with only about 26% of Americans having a will and more than half lacking any estate planning documents at all, despite growing financial anxiety and shifting definitions of legacy beyond just wealth.

This gap between awareness and action highlights a growing need for guidance and education, creating relevance for financial services, legal services, insurance and advisory sectors that can help consumers navigate planning decisions tied to life stages, family needs and long-term security.