A growing share of Americans now expect financial advisers to handle estate planning, and many would consider switching firms if they do not, according to Trust & Will‘s 2026 Financial Advisor Report.

The survey of 1,500 U.S. adults found that 61% believe estate planning should be part of an adviser’s services, while 68% of clients with advisers say they would consider moving to one that offers it. Among advised Gen Z and millennial clients, roughly 80% say they would consider switching.

The findings, which are based on an online survey conducted from June 4-10 by Talker Research for Trust & Will, details ⇒

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