Would 40% of Your Clients Leave You for an Advisor Who Offers Estate Planning? According to Trust & Will’s New 2025 Report, They Would…

In their newly released 2025 Financial Advisor Report, Trust & Will dropped some findings that every advisor should take seriously.

At a time when most Americans believe estate planning is vitally important, 70% of clients say they want their financial advisor to offer estate planning services. Even more striking? 40% say they’d switch advisors to get it.

That’s not just a data point. That’s a warning shot!

Why This Matters for Advisors Right Now

The report surveyed 10,000 Americans, making it one of the largest studies ever conducted on estate planning and financial advising. And the numbers paint a clear picture:

• $84 trillion is set to transfer to younger generations over the next two decades.

• 63% of Gen Z, 54% of Millennials, and 46% of Gen X say they would leave their current advisor for one who integrates estate planning.

• Among households earning $500K–$999K, interest is sky-high at 82%.

As Trust & Will’s CEO Cody Barbo put it:

“Advisors who fail to integrate estate planning into their practice aren’t just missing an opportunity; they are facing a threat to their client base as wealth transfers to younger generations.”

They’re right.

Trust & Will has built a fantastic platform for individuals and families. They’ve streamlined estate planning, made it accessible, and raised the bar on consumer expectations. It’s no wonder they’ve earned national recognition for innovation.

And this is where we continue to say, advisors are in a unique position. Clients don’t just want a DIY estate plan, they want a trusted advisor to guide them. Estate planning platforms serve individuals well, but only advisors can tie these decisions back to wealth, family, and legacy strategy.

Where ePIC Services Company Comes In

At ePIC, we couldn’t agree more with Trust & Will’s findings. Estate planning is no longer optional, it’s the new table stakes for advisors who want to stay relevant through the Great Wealth Transfer.

Here's the ePIC difference: we’ve already built the system FOR advisors.

Marketing Engine Included
Advisors don’t just need software. They need clients. That’s why every ePIC package comes with branded marketing kits, turnkey workshops, social media content, and even a marketing focused CRM, everything required to put estate planning at the center of their client acquisition strategy.

Hands-Free Client Onboarding
Our OEPT (Outsourced Estate Planning Team) meets with your clients directly, guides them through the intake process, and ensures that every single plan is reviewed by an attorney and funded. Advisors never have to worry about unauthorized practice of law, and they don’t get bogged down in paperwork. From point-of-sale to funded trust, your O.E.P.T. handles it all.

Proven Results
Our advisors aren’t guessing. They’re hosting packed workshops, building multi-million dollar pipelines in weeks, and turning estate planning into the entry point that unlocks every other financial conversation.

The Bottom Line

Trust & Will’s 2025 Report is a wake-up call. Clients expect estate planning. They’ll even leave to get it.

The good news? At ePIC, we make it easy for advisors to answer that call.

• The marketing is done-for-you.

• The client onboarding is handled.

• An attorney meets with every client.

• And the system is proven to drive growth.

Estate planning isn’t just a service anymore. It’s a marketing engine. And ePIC started building this years ago because we already saw how estate planning can help an advisor differentiate themselves from their competitors.

If you’re an advisor who needs more clients, wants to future-proof your business, and is ready to stand out in a crowded market, the time to act is now.

Learn how ePIC helps advisors turn estate planning into their biggest competitive edge.