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Global Estate Planning Service Market 2022 by Company, Regions, Type and Application, Forecast to 2028

Report ID: GIR2208090015 | Category: Service & Software | Pages: 122 | Format: PDF | Published Date: September 07,2022


Table of Contents

1 Market Overview
    1.1 Product Overview and Scope of Estate Planning Service
    1.2 Classification of Estate Planning Service by Type
        1.2.1 Overview: Global Estate Planning Service Market Size by Type: 2017 Versus 2021 Versus 2028
        1.2.2 Global Estate Planning Service Revenue Market Share by Type in 2021
        1.2.3 Wills
        1.2.4 Will Trusts
        1.2.5 Lifetime Trusts
        1.2.6 Lasting Power of Attorney
        1.2.7 Others
    1.3 Global Estate Planning Service Market by Application
        1.3.1 Overview: Global Estate Planning Service Market Size by Application: 2017 Versus 2021 Versus 2028
        1.3.2 Married with Children
        1.3.3 Blended Family
        1.3.4 Single with Children
        1.3.5 Others
    1.4 Global Estate Planning Service Market Size & Forecast
    1.5 Global Estate Planning Service Market Size and Forecast by Region
        1.5.1 Global Estate Planning Service Market Size by Region: 2017 VS 2021 VS 2028
        1.5.2 Global Estate Planning Service Market Size by Region, (2017-2022)
        1.5.3 North America Estate Planning Service Market Size and Prospect (2017-2028)
        1.5.4 Europe Estate Planning Service Market Size and Prospect (2017-2028)
        1.5.5 Asia-Pacific Estate Planning Service Market Size and Prospect (2017-2028)
        1.5.6 South America Estate Planning Service Market Size and Prospect (2017-2028)
        1.5.7 Middle East and Africa Estate Planning Service Market Size and Prospect (2017-2028)
    1.6 Market Drivers, Restraints and Trends
        1.6.1 Estate Planning Service Market Drivers
        1.6.2 Estate Planning Service Market Restraints
        1.6.3 Estate Planning Service Trends Analysis
2 Company Profiles
    2.1 Hurkan Sayman
        2.1.1 Hurkan Sayman Details
        2.1.2 Hurkan Sayman Major Business
        2.1.3 Hurkan Sayman Estate Planning Service Product and Solutions
        2.1.4 Hurkan Sayman Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.1.5 Hurkan Sayman Recent Developments and Future Plans
    2.2 Trust & Will
        2.2.1 Trust & Will Details
        2.2.2 Trust & Will Major Business
        2.2.3 Trust & Will Estate Planning Service Product and Solutions
        2.2.4 Trust & Will Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.2.5 Trust & Will Recent Developments and Future Plans
    2.3 Mercer Advisors
        2.3.1 Mercer Advisors Details
        2.3.2 Mercer Advisors Major Business
        2.3.3 Mercer Advisors Estate Planning Service Product and Solutions
        2.3.4 Mercer Advisors Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.3.5 Mercer Advisors Recent Developments and Future Plans
    2.4 Estate Planning Solutions(Holistic Estate Planning Solutions)
        2.4.1 Estate Planning Solutions(Holistic Estate Planning Solutions) Details
        2.4.2 Estate Planning Solutions(Holistic Estate Planning Solutions) Major Business
        2.4.3 Estate Planning Solutions(Holistic Estate Planning Solutions) Estate Planning Service Product and Solutions
        2.4.4 Estate Planning Solutions(Holistic Estate Planning Solutions) Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.4.5 Estate Planning Solutions(Holistic Estate Planning Solutions) Recent Developments and Future Plans
    2.5 Fidelity Wealth Services
        2.5.1 Fidelity Wealth Services Details
        2.5.2 Fidelity Wealth Services Major Business
        2.5.3 Fidelity Wealth Services Estate Planning Service Product and Solutions
        2.5.4 Fidelity Wealth Services Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.5.5 Fidelity Wealth Services Recent Developments and Future Plans
    2.6 Deepbridge Capital
        2.6.1 Deepbridge Capital Details
        2.6.2 Deepbridge Capital Major Business
        2.6.3 Deepbridge Capital Estate Planning Service Product and Solutions
        2.6.4 Deepbridge Capital Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.6.5 Deepbridge Capital Recent Developments and Future Plans
    2.7 Creative Planning
        2.7.1 Creative Planning Details
        2.7.2 Creative Planning Major Business
        2.7.3 Creative Planning Estate Planning Service Product and Solutions
        2.7.4 Creative Planning Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.7.5 Creative Planning Recent Developments and Future Plans
    2.8 Mariner Wealth Advisors
        2.8.1 Mariner Wealth Advisors Details
        2.8.2 Mariner Wealth Advisors Major Business
        2.8.3 Mariner Wealth Advisors Estate Planning Service Product and Solutions
        2.8.4 Mariner Wealth Advisors Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.8.5 Mariner Wealth Advisors Recent Developments and Future Plans
    2.9 LegalShield
        2.9.1 LegalShield Details
        2.9.2 LegalShield Major Business
        2.9.3 LegalShield Estate Planning Service Product and Solutions
        2.9.4 LegalShield Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.9.5 LegalShield Recent Developments and Future Plans
    2.10 Coastal Wealth Management 
        2.10.1 Coastal Wealth Management Details
        2.10.2 Coastal Wealth Management Major Business
        2.10.3 Coastal Wealth Management Estate Planning Service Product and Solutions
        2.10.4 Coastal Wealth Management Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.10.5 Coastal Wealth Management Recent Developments and Future Plans
    2.11 NerdWallet
        2.11.1 NerdWallet Details
        2.11.2 NerdWallet Major Business
        2.11.3 NerdWallet Estate Planning Service Product and Solutions
        2.11.4 NerdWallet Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.11.5 NerdWallet Recent Developments and Future Plans
    2.12 Evelyn Partners
        2.12.1 Evelyn Partners Details
        2.12.2 Evelyn Partners Major Business
        2.12.3 Evelyn Partners Estate Planning Service Product and Solutions
        2.12.4 Evelyn Partners Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.12.5 Evelyn Partners Recent Developments and Future Plans
    2.13 Perpetual Guardian
        2.13.1 Perpetual Guardian Details
        2.13.2 Perpetual Guardian Major Business
        2.13.3 Perpetual Guardian Estate Planning Service Product and Solutions
        2.13.4 Perpetual Guardian Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.13.5 Perpetual Guardian Recent Developments and Future Plans
    2.14 BNP Paribas Fortis
        2.14.1 BNP Paribas Fortis Details
        2.14.2 BNP Paribas Fortis Major Business
        2.14.3 BNP Paribas Fortis Estate Planning Service Product and Solutions
        2.14.4 BNP Paribas Fortis Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.14.5 BNP Paribas Fortis Recent Developments and Future Plans
    2.15 ArentFox Schiff
        2.15.1 ArentFox Schiff Details
        2.15.2 ArentFox Schiff Major Business
        2.15.3 ArentFox Schiff Estate Planning Service Product and Solutions
        2.15.4 ArentFox Schiff Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.15.5 ArentFox Schiff Recent Developments and Future Plans
    2.16 Charles Schwab
        2.16.1 Charles Schwab Details
        2.16.2 Charles Schwab Major Business
        2.16.3 Charles Schwab Estate Planning Service Product and Solutions
        2.16.4 Charles Schwab Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.16.5 Charles Schwab Recent Developments and Future Plans
    2.17 Downing
        2.17.1 Downing Details
        2.17.2 Downing Major Business
        2.17.3 Downing Estate Planning Service Product and Solutions
        2.17.4 Downing Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.17.5 Downing Recent Developments and Future Plans
    2.18 Redwood Financial
        2.18.1 Redwood Financial Details
        2.18.2 Redwood Financial Major Business
        2.18.3 Redwood Financial Estate Planning Service Product and Solutions
        2.18.4 Redwood Financial Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.18.5 Redwood Financial Recent Developments and Future Plans
    2.19 Northwestern Mutual
        2.19.1 Northwestern Mutual Details
        2.19.2 Northwestern Mutual Major Business
        2.19.3 Northwestern Mutual Estate Planning Service Product and Solutions
        2.19.4 Northwestern Mutual Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.19.5 Northwestern Mutual Recent Developments and Future Plans
    2.20 Legacy Assurance Plan
        2.20.1 Legacy Assurance Plan Details
        2.20.2 Legacy Assurance Plan Major Business
        2.20.3 Legacy Assurance Plan Estate Planning Service Product and Solutions
        2.20.4 Legacy Assurance Plan Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.20.5 Legacy Assurance Plan Recent Developments and Future Plans
    2.21 Servus Credit Unio
        2.21.1 Servus Credit Unio Details
        2.21.2 Servus Credit Unio Major Business
        2.21.3 Servus Credit Unio Estate Planning Service Product and Solutions
        2.21.4 Servus Credit Unio Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.21.5 Servus Credit Unio Recent Developments and Future Plans
    2.22 Homrich Berg
        2.22.1 Homrich Berg Details
        2.22.2 Homrich Berg Major Business
        2.22.3 Homrich Berg Estate Planning Service Product and Solutions
        2.22.4 Homrich Berg Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.22.5 Homrich Berg Recent Developments and Future Plans
    2.23 WealthCounse
        2.23.1 WealthCounse Details
        2.23.2 WealthCounse Major Business
        2.23.3 WealthCounse Estate Planning Service Product and Solutions
        2.23.4 WealthCounse Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.23.5 WealthCounse Recent Developments and Future Plans
    2.24 Ingenious
        2.24.1 Ingenious Details
        2.24.2 Ingenious Major Business
        2.24.3 Ingenious Estate Planning Service Product and Solutions
        2.24.4 Ingenious Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.24.5 Ingenious Recent Developments and Future Plans
    2.25 St. James's Place
        2.25.1 St. James's Place Details
        2.25.2 St. James's Place Major Business
        2.25.3 St. James's Place Estate Planning Service Product and Solutions
        2.25.4 St. James's Place Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.25.5 St. James's Place Recent Developments and Future Plans
    2.26 Vedder Price
        2.26.1 Vedder Price Details
        2.26.2 Vedder Price Major Business
        2.26.3 Vedder Price Estate Planning Service Product and Solutions
        2.26.4 Vedder Price Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.26.5 Vedder Price Recent Developments and Future Plans
    2.27 Broadway Financial Planning
        2.27.1 Broadway Financial Planning Details
        2.27.2 Broadway Financial Planning Major Business
        2.27.3 Broadway Financial Planning Estate Planning Service Product and Solutions
        2.27.4 Broadway Financial Planning Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.27.5 Broadway Financial Planning Recent Developments and Future Plans
    2.28 Shumaker
        2.28.1 Shumaker Details
        2.28.2 Shumaker Major Business
        2.28.3 Shumaker Estate Planning Service Product and Solutions
        2.28.4 Shumaker Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.28.5 Shumaker Recent Developments and Future Plans
    2.29 Thrivent
        2.29.1 Thrivent Details
        2.29.2 Thrivent Major Business
        2.29.3 Thrivent Estate Planning Service Product and Solutions
        2.29.4 Thrivent Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.29.5 Thrivent Recent Developments and Future Plans
    2.30 IOOF
        2.30.1 IOOF Details
        2.30.2 IOOF Major Business
        2.30.3 IOOF Estate Planning Service Product and Solutions
        2.30.4 IOOF Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.30.5 IOOF Recent Developments and Future Plans
    2.31 Withum
        2.31.1 Withum Details
        2.31.2 Withum Major Business
        2.31.3 Withum Estate Planning Service Product and Solutions
        2.31.4 Withum Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.31.5 Withum Recent Developments and Future Plans
    2.32 Strategic Estate Planning Services
        2.32.1 Strategic Estate Planning Services Details
        2.32.2 Strategic Estate Planning Services Major Business
        2.32.3 Strategic Estate Planning Services Estate Planning Service Product and Solutions
        2.32.4 Strategic Estate Planning Services Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.32.5 Strategic Estate Planning Services Recent Developments and Future Plans
    2.33 Key Retirement Solutions
        2.33.1 Key Retirement Solutions Details
        2.33.2 Key Retirement Solutions Major Business
        2.33.3 Key Retirement Solutions Estate Planning Service Product and Solutions
        2.33.4 Key Retirement Solutions Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.33.5 Key Retirement Solutions Recent Developments and Future Plans
    2.34 Triple Point
        2.34.1 Triple Point Details
        2.34.2 Triple Point Major Business
        2.34.3 Triple Point Estate Planning Service Product and Solutions
        2.34.4 Triple Point Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.34.5 Triple Point Recent Developments and Future Plans
    2.35 WITHERS
        2.35.1 WITHERS Details
        2.35.2 WITHERS Major Business
        2.35.3 WITHERS Estate Planning Service Product and Solutions
        2.35.4 WITHERS Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.35.5 WITHERS Recent Developments and Future Plans
    2.36 Vanguard
        2.36.1 Vanguard Details
        2.36.2 Vanguard Major Business
        2.36.3 Vanguard Estate Planning Service Product and Solutions
        2.36.4 Vanguard Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.36.5 Vanguard Recent Developments and Future Plans
    2.37 Sun Life
        2.37.1 Sun Life Details
        2.37.2 Sun Life Major Business
        2.37.3 Sun Life Estate Planning Service Product and Solutions
        2.37.4 Sun Life Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.37.5 Sun Life Recent Developments and Future Plans
    2.38 Rosemont
        2.38.1 Rosemont Details
        2.38.2 Rosemont Major Business
        2.38.3 Rosemont Estate Planning Service Product and Solutions
        2.38.4 Rosemont Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.38.5 Rosemont Recent Developments and Future Plans
    2.39 Carson Wealth Management
        2.39.1 Carson Wealth Management Details
        2.39.2 Carson Wealth Management Major Business
        2.39.3 Carson Wealth Management Estate Planning Service Product and Solutions
        2.39.4 Carson Wealth Management Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.39.5 Carson Wealth Management Recent Developments and Future Plans
    2.40 EP Wealth Advisors
        2.40.1 EP Wealth Advisors Details
        2.40.2 EP Wealth Advisors Major Business
        2.40.3 EP Wealth Advisors Estate Planning Service Product and Solutions
        2.40.4 EP Wealth Advisors Estate Planning Service Revenue, Gross Margin and Market Share (2019, 2020, 2021, and 2022)
        2.40.5 EP Wealth Advisors Recent Developments and Future Plans
    2.41 TIAA
3 Market Competition, by Players
    3.1 Global Estate Planning Service Revenue and Share by Players (2019, 2020, 2021, and 2022)
    3.2 Market Concentration Rate
        3.2.1 Top 3 Estate Planning Service Players Market Share in 2021
        3.2.2 Top 10 Estate Planning Service Players Market Share in 2021
        3.2.3 Market Competition Trend
    3.3 Estate Planning Service Players Head Office, Products and Services Provided
    3.4 Estate Planning Service Mergers & Acquisitions
    3.5 Estate Planning Service New Entrants and Expansion Plans
4 Market Size Segment by Type
    4.1 Global Estate Planning Service Revenue and Market Share by Type (2017-2022)
    4.2 Global Estate Planning Service Market Forecast by Type (2023-2028)
5 Market Size Segment by Application
    5.1 Global Estate Planning Service Revenue Market Share by Application (2017-2022)
    5.2 Global Estate Planning Service Market Forecast by Application (2023-2028)
6 North America by Country, by Type, and by Application
    6.1 North America Estate Planning Service Revenue by Type (2017-2028)
    6.2 North America Estate Planning Service Revenue by Application (2017-2028)
    6.3 North America Estate Planning Service Market Size by Country
        6.3.1 North America Estate Planning Service Revenue by Country (2017-2028)
        6.3.2 United States Estate Planning Service Market Size and Forecast (2017-2028)
        6.3.3 Canada Estate Planning Service Market Size and Forecast (2017-2028)
        6.3.4 Mexico Estate Planning Service Market Size and Forecast (2017-2028)
7 Europe by Country, by Type, and by Application
    7.1 Europe Estate Planning Service Revenue by Type (2017-2028)
    7.2 Europe Estate Planning Service Revenue by Application (2017-2028)
    7.3 Europe Estate Planning Service Market Size by Country
        7.3.1 Europe Estate Planning Service Revenue by Country (2017-2028)
        7.3.2 Germany Estate Planning Service Market Size and Forecast (2017-2028)
        7.3.3 France Estate Planning Service Market Size and Forecast (2017-2028)
        7.3.4 United Kingdom Estate Planning Service Market Size and Forecast (2017-2028)
        7.3.5 Russia Estate Planning Service Market Size and Forecast (2017-2028)
        7.3.6 Italy Estate Planning Service Market Size and Forecast (2017-2028)
8 Asia-Pacific by Region, by Type, and by Application
    8.1 Asia-Pacific Estate Planning Service Revenue by Type (2017-2028)
    8.2 Asia-Pacific Estate Planning Service Revenue by Application (2017-2028)
    8.3 Asia-Pacific Estate Planning Service Market Size by Region
        8.3.1 Asia-Pacific Estate Planning Service Revenue by Region (2017-2028)
        8.3.2 China Estate Planning Service Market Size and Forecast (2017-2028)
        8.3.3 Japan Estate Planning Service Market Size and Forecast (2017-2028)
        8.3.4 South Korea Estate Planning Service Market Size and Forecast (2017-2028)
        8.3.5 India Estate Planning Service Market Size and Forecast (2017-2028)
        8.3.6 Southeast Asia Estate Planning Service Market Size and Forecast (2017-2028)
        8.3.7 Australia Estate Planning Service Market Size and Forecast (2017-2028)
9 South America by Country, by Type, and by Application
    9.1 South America Estate Planning Service Revenue by Type (2017-2028)
    9.2 South America Estate Planning Service Revenue by Application (2017-2028)
    9.3 South America Estate Planning Service Market Size by Country
        9.3.1 South America Estate Planning Service Revenue by Country (2017-2028)
        9.3.2 Brazil Estate Planning Service Market Size and Forecast (2017-2028)
        9.3.3 Argentina Estate Planning Service Market Size and Forecast (2017-2028)
10 Middle East & Africa by Country, by Type, and by Application
    10.1 Middle East & Africa Estate Planning Service Revenue by Type (2017-2028)
    10.2 Middle East & Africa Estate Planning Service Revenue by Application (2017-2028)
    10.3 Middle East & Africa Estate Planning Service Market Size by Country
        10.3.1 Middle East & Africa Estate Planning Service Revenue by Country (2017-2028)
        10.3.2 Turkey Estate Planning Service Market Size and Forecast (2017-2028)
        10.3.3 Saudi Arabia Estate Planning Service Market Size and Forecast (2017-2028)
        10.3.4 UAE Estate Planning Service Market Size and Forecast (2017-2028)
11 Research Findings and Conclusion
12 Appendix
    12.1 Methodology
    12.2 Research Process and Data Source
    12.3 Disclaimer

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