According to a recent LinkedIn post from Trust & Will, the company’s 2025 estate planning data suggests that clients in Wyoming, Vermont, Washington, Wisconsin, and West Virginia allocate the highest proportions of their estates to charitable causes. The post frames this as a view into how Americans are aiming to create impact beyond their lifetimes through legacy giving.
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The LinkedIn post indicates that these insights are being positioned as a resource for informing planned giving strategies, donor conversations, and long-term impact planning. For investors, this emphasis may point to Trust & Will’s focus on data-driven advisory tools and its potential to deepen relationships with high-intent estate planners, which could support customer acquisition and monetization in the estate planning and wealth management ecosystem.