5 For illustrative purposes only. Not based on actual client data. FOR HOME OFFICE AND ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC.
What benefits can advisors expect from helping clients
solve estate/trust planning challenges?
"The Evolution Of Estate And Trust Planning Solutions," Forrester Consulting Opportunity
Snapshot: A Custom Study Commissioned by Envestnet, January 2022
Increased Revenue
40%
Improved Customer Experience
38%
Greater Clarity of Client Needs
33%
Greater Customer Trust
31%
Why Clients Don't Have a Will
Caring.com 2022 Estate Planning and Wills Study
56%
of clients think
having a will is
important
I haven't gotten around to it
40%
I don't have enough assets
to leave to anyone
33%
I don't know how to get
a will or living trust
12%
It's too expensive to setup
13%
I don't have anyone to
leave my assets to
9%
It takes too long to setup
6%
I'm worried about inflation/
current financial markets
4%
