The 2026 Living Legacy Report

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Legacy planning is no longer a niche service for the ultra-wealthy; it is a baseline expectation across the wealth spectrum. As a historic $124-trillion wealth transfer begins, the 2026 Living Legacy Report reveals how proactive firms are using estate guidance to drive measurable growth.

Advisors report that nearly half of clients now intend to share their wealth while they are still alive. This “giving while living” shift creates a powerful opportunity to deepen family relationships and secure multi-generational loyalty.

However, many firms still struggle with a “demand gap,” waiting for clients to raise the topic while value remains on the table. The research shows that advisors who include all household partners in these meetings are significantly more confident in retaining next-gen heirs.

Download the full report to learn how technology and automation are helping firms scale these complex services to build more durable practices.