According to a recent LinkedIn post from Trust & Will, the company is highlighting results from a 2026 survey of 5,000 Americans on estate planning behavior. The post notes that 56% of U.S. adults still lack estate planning documents, a level described as essentially unchanged from 2025, while will ownership has declined and trust ownership has risen.
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The post also indicates that Gen X appears particularly underprotected, with 62% reportedly having no documents, and 42% of Americans saying they would not know what to do if a family member died today. In addition, 30% of respondents now say they trust AI more than a human attorney for estate planning, up 10 percentage points from the prior year, and 41% identify memories and relationships as their most meaningful legacy.
The LinkedIn post suggests that cost concerns, confusion over how to begin, and skepticism around AI remain significant barriers to adoption of estate planning solutions. It further argues that a perceived lack of relevance is a core obstacle, implying that industry participants may need to adjust product design, education, and marketing to better connect with consumers who do not see estate planning as applicable to them.
For investors, this survey snapshot may signal both persistent unmet demand and evolving preferences in the estate planning market, including a growing openness to AI-enabled tools. If Trust & Will can effectively position itself at the intersection of digital estate planning, AI integration, and education-driven customer acquisition, the trends described in the post could translate into a larger addressable market and potential competitive advantages versus traditional providers.