Clients are engaging estate planning professionals earlier than ever, with the majority of first-time planners in their 50s (42%), followed closely by those in their 40s (22%) and 60s (23%). This trend underscores the growing importance of proactive estate planning across generations.

Since 2021, there’s been a notable rise in estate-planning activity, particularly among Boomers (64%) and Gen X clients (52%). Key drivers include changing interest rates and looming federal estate tax adjustments, prompting clients to act now.

Professionals are responding by recommending strategic changes, such as gifting (53%) and tax-efficient trust structures (50%), to help clients safeguard their wealth and prepare for potential tax law shifts.