Introduction
You’ve worked hard to build financial stability for your family. You’ve diversified your portfolio, coordinated your tax strategy, and thought carefully about retirement. But there’s one area that you may have overlooked: estate planning.
- In the U.S., 56% of adults don’t have any estate planning documents — no will, no trust, no powers of attorney, and no healthcare directive.¹ That figure has barely moved from year to year, even as awareness grows.
- Among people with an estate plan, trusts rose to 14% in 2026, up from 11% in 2025, while wills fell from 31% to 26% over the same period.2
Estate planning is not solely a concern for the those with an ultra-high net worth or the elderly. If you own a home, hold retirement accounts, run a business, or have people who depend on you financially, the decisions you defer today could cost your family time, money, and stress.
At Mercer Advisors, we take an integrated approach to estate planning. Our estate strategists partner with your wealth advisor, tax professionals, trust specialists, and financial planners to ensure every aspect of your financial life works together toward the same goal: protecting your family and the wealth you’ve built. We believe estate planning is too important to be treated as an add-on, which is why it’s included as part of our investment advisory fee.
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