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 Outdated technologies impede customer experiences and do not keep up with customer expectations.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.