Estate of the Industry Report 2024

Estate of the Industry Report 2024

The Estateably Team
January 9, 2024

The Great Wealth Transfer continues to drive an increase in the value and volume of estate plan assets in North America, and the mass distribution of personal assets from baby boomers is predicted to reach $129 trillion.

Our 2024 report provides a snapshot of the industry, year-over-year trends based on aggregated, anonymized data of matters administered on Estateably’s platform, and learnings for legal and financial professionals including:

  • Real estate is the most common asset in the estates administered on Estateably’s platform
  • Insights into how technology trends e.g. AI advancements and cloud computing are revolutionizing the way professionals manage and process estate information
  • The trends the Estateably team will be watching in 2024

You can access the 2024 Estate of the Industry Report here.

We are hosting a webinar to discuss the Estate of the Industry Report on Tuesday, February 6th, at Noon ET and take questions from participants. Sign-up here!

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