Estate Planning Is Becoming a Must-Have Financial Advisor Service, as 68% of Advised Clients Say They Would Consider Switching to Get It

Trust & Will's third annual Financial Advisor Report reveals a generational shift in who works with an advisor, as economic anxiety pushes Americans to prioritize estate planning SAN DIEGO, July 7, 2026 /PRNewswire/ -- Trust & Will, the leader in online estate planning, today released the...