Estate Planning in 2026: The Data Behind What Clients Actually Want
Join Vanilla co-founder Steve Lockshin and Sarah Mouser, Managing Director of Financial Planning at Verdence Capital Advisors, as they walk through the key findings of the 2026 State of Estate Planning Report and what they mean for advisors heading into 2026.
Speakers
Steve Lockshin
Founder, Vanilla
Sarah Mouser
Managing Director Financial Planning, Verdence Capital Advisors
Register
Speakers
Steve Lockshin
Founder, Vanilla
Sarah Mouser
Managing Director Financial Planning, Verdence Capital Advisors
What do clients really want from estate planning, and their advisors?
Vanilla’s third annual State of Estate Planning survey of 1,000 U.S. consumers reveals shifting expectations around legacy, wealth transfer, and the role advisors play in these deeply personal conversations.
What we’ll cover:
- Why 80% of clients now expect estate planning as part of their advisor’s offering
- The gap between intention and action—and where advisors can step in
- How the gender gap in estate planning represents an untapped opportunity
- What clients actually want from AI-assisted planning (hint: it’s not replacement)
- How to position estate planning conversations around values, not just wealth
You’ll walk away with:
- Data to share with your team and clients
- Practical strategies to deepen client relationships through estate planning
- A clearer picture of what clients expect from their advisors in 2026