The 2025 Trends in Trust and Estate Planning report provides valuable insights into how industry professionals are adapting to evolving client needs and changing regulations. The survey reveals continued high demand for estate planning services across generations, with particular focus on wealth preservation, tax mitigation, and intergenerational wealth transfer.

Recent tax legislation, including the “One Big Beautiful Bill Act,” has prompted professionals to recommend strategic adjustments to client estate plans, with many provisions taking effect in 2026 creating a window of opportunity for proactive planning.

Family business succession planning remains challenging, highlighting the need for improved communication strategies. Meanwhile, philanthropy emerges as an underutilized tool for engaging the next generation. The report also explores how market volatility creates opportunities for strategic estate planning conversations and accelerated gifting strategies to better serve clients in today’s complex wealth transfer landscape.