Estate planning professionals report that clients prioritize wealth preservation (63%) and tax mitigation (61%) above all else. Additional key concerns include safeguarding assets for future generations (56%), protecting assets (53%), and avoiding family disputes (51%).

When it comes to trustee selection, individual trustees remain the preferred choice, with 55% of respondents indicating their clients favor this option over corporate trustees. Only 8% report clients using corporate trustees exclusively. However, interest in corporate fiduciaries is growing, with 25% of respondents noting increased usage—up 5 percentage points.

This shift aligns with conflict prevention strategies, as appointing trusted advisors or professional trustees as co-trustees or executors (56%) has become the second most popular approach to preventing family disputes—showing significant growth with a 13-point increase.