B Evidence Grade B Graded accuracy verified by the review judge Safe to Cite Current

40%

40% -- client switching intent for financial professionals' clients (2026)

Name: Client Switching Intent Statistics
Creator: Lighthouse Intelligence
Published: 2026-09-30

2026 · Trust & Will

40% of clients surveyed stated they would switch to a financial professional offering estate planning services from one that does not.

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Attribution: Trust & Will View source

Lighthouse Research Team

Last verified: 2026-09-30 · How we verify data →

Source verified Evidence graded

Value

40%

Unit

Percentage

Data Vintage

2026

Entity

financial professionals' clients

Evidence Quality

Strong, reliable evidence

Sourced from a well-regarded research firm or industry leader with transparent methodology and a reasonably large sample.

61/100 confidence

Single source - not yet corroborated

Score breakdown

Extraction

Source Trust

Citation Chain

Independence

Methodology

Freshness

Source

Trust & Will Primary Tier B

https://amerilife.com/insights/wealth/the-estate-planning-effect-analyzing-the-current-landscape-and… ↗

Confidence: 53/100 Vintage: 2026 Channel: Common Crawl

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: 40% client switching intent. Source: Trust & Will (2026). Via Lighthouse Intelligence -- https://lighthousedata.io/data/clients-would-switch-to-financial-professional-offering-estate-planning

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<blockquote cite="https://lighthousedata.io/data/clients-would-switch-to-financial-professional-offering-estate-planning" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>40%</strong> -- client switching intent for financial professionals' clients<br><small>Source: Trust & Will (2026) · <a href="https://lighthousedata.io/data/clients-would-switch-to-financial-professional-offering-estate-planning" target="_blank" rel="noopener">Lighthouse Intelligence</a></small></blockquote>

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