B
Evidence Grade B
Graded
accuracy verified by the review judge
Safe to Cite
Current
43%
43% -- client discussion rate for financial professionals' clients (2026)
43% of clients surveyed already discuss complex family dynamics with their financial professionals.
Attribution:
View source
Lighthouse Research Team
Last verified:
·
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Source verified
Evidence graded
Value
43%
Unit
Percentage
Data Vintage
2026
Entity
Evidence Quality
B
Strong, reliable evidence
Sourced from a well-regarded research firm or industry leader with transparent methodology and a reasonably large sample.
Single source - not yet corroborated
Score breakdown
Extraction
75
Source Trust
60
Citation Chain
20
Independence
30
Methodology
45
Freshness
95
Source
Trust & Will
Primary
Tier B
https://amerilife.com/insights/wealth/the-estate-planning-effect-analyzing-the-current-landscape-and… ↗
Source Article
The Estate Planning Effect: Analyzing the Current Landscape and Opportunity
Original Research
Trust & Will
· Original study ↗
Methodology
Trust & Will client survey, cited by AmeriLife
Methodology documented
Segmentation
Industrymarketing
Cite this stat
Plain Text
financial professionals' clients: 43% client discussion rate. Source: Trust & Will (2026). Via Lighthouse Intelligence -- https://lighthousedata.io/data/clients-discuss-family-dynamics-with-financial-professionals
HTML Embed
<blockquote cite="https://lighthousedata.io/data/clients-discuss-family-dynamics-with-financial-professionals" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>43%</strong> -- client discussion rate for financial professionals' clients<br><small>Source: Trust & Will (2026) · <a href="https://lighthousedata.io/data/clients-discuss-family-dynamics-with-financial-professionals" target="_blank" rel="noopener">Lighthouse Intelligence</a></small></blockquote>
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