56%
Estate planning
None of five tracked documents
More than half of U.S. adults have none of the five tracked estate documents.
Coming soonResearch & Data
How America plans for the future
Original studies and national surveys from Trust & Will on wills, trusts, inheritance, and the gap between knowing and acting. Free to cite, updated year over year.
Featured report
Flagship annual study
Trust & Will 2026 Estate Planning Report
5,000 U.S. adults · Jan–Feb 2026
The gap between knowing and acting is still wide open
56% of U.S. adults have no estate planning documents — even as 73% say planning matters. Inside: generational divides, rising trust in AI, digital-legacy blind spots, and what finally moves people to act.
56%
have no estate plan
73%
say it matters
30%
now trust AI over an attorney
Key statistics
56%
of U.S. adults have no estate planning documents
2026 Estate Planning Report
62%
of Gen X have no plan — the least protected generation
The Sandwich Gap
68%
of advised clients would consider switching advisors to get estate planning
2026 Financial Advisor Report
$124T
expected to change hands in the Great Wealth Transfer
Real Estate Inheritance Report
Research library
Reports, surveys, and data studies — newest first.
2026 Financial Advisor Report
Report
Why clients now expect advisors to handle estate planning.
June 2026
The Sandwich Gap
Analysis
Why Gen X is America's least protected generation.
April 2026
2026 Estate Planning Report
Annual study
5,000 U.S. adults on the gap between knowing and acting.
March 2026
Real Estate Inheritance Report
Report
What heirs actually do with inherited property.
March 2026
Millennial Money Map
Data study
73 U.S. metros ranked on jobs, income, and housing.
December 2025
Showing 5 of 8 reports.
Statistics
Statistics pages
62%
GenerationsThe Sandwich Gap: Gen X
The generation caring for two others is the least protected.
Coming soon30%
TechnologyAI & estate planning
Trust in AI over an attorney jumped from 20% to 30% in a year.
Coming soon$124T
InheritanceThe Great Wealth Transfer
A record sum is set to move across generations — few feel ready.
Coming soon5×
WellbeingPlanning & peace of mind
Planners are about 5× less likely to feel anxious every day.
Coming soon38%
Real estateInheriting a house
Real estate is part of the inheritance for nearly 4 in 10.
Coming soon
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