And the Survey Said...

Statistically, only 40% of the people in the United States have a Will or estate plan in place.

We investigated!

Participants who did not have a Will or estate plan were asked why not. 

Those who did have an estate plan in place were asked about their experience and how they got their documents – from an attorney, an online self-service source like Legal Zoom, or somewhere else.

Our results have given us surprising insight into how individuals think about estate planning.

Let us help you reach these types of clients by sharing our research with you.