According to a recent LinkedIn post from Trust & Will, new 2025 estate planning data identifies Wyoming, Vermont, Washington, Wisconsin, and West Virginia as the states allocating the highest proportions of estate assets to charitable causes. The post indicates that these findings provide a window into how U.S. households are structuring legacy-oriented wealth transfers.
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The company’s LinkedIn post highlights that this dataset may be useful for informing planned giving strategies, donor engagement, and long-term impact planning. For investors, the emphasis on data-driven insights suggests Trust & Will is positioning its platform not only as a digital estate planning tool but also as an analytics resource for advisors and institutions focused on philanthropy.
The post suggests that deeper understanding of regional giving behavior could enhance the company’s value proposition to financial planners, wealth managers, and nonprofit partners. If Trust & Will can monetize such insights or use them to attract higher-value clients, this analytics focus could support higher customer lifetime value and strengthen its competitive positioning in the digital estate and wealth-tech segment.