How More Collaborative, Interactive, And Smarter Technologies Benefit Clients And Advisors Alike

The Evolution Of Estate And Trust Planning Solutions

Envestnet MoneyGuide commissioned Forrester Consulting to explore this market by surveying 221 US financial-services advisors with insights into estate/trust planning for high-net-worth clients.

Key Findings

  • Estate and trust planning is top of mind for high-net-worth clients. They’re financially proactive and want personalized resources to organize their complicated lives.
  • More efficient processes are needed in estate/trust planning. Outdated technologies impede customer experiences and do not keep up with customer expectations.
  • Advisors need smarter and more collaborative tools to integrate more digital solutions and to improve the customer experience.


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