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Chart of the Day: Estate Plan Ownership

John Keefer, Portfolio Manager Sep 3, 2026
Bar graph breaking down estate planning participation across generations.

Contents

Today’s Chart of the Day comes Trust & Will's 2026 Estate Planning Report: Key Findings and Trends and breaks down estate planning participation across generations, revealing some surprising results.

Gen X (typically in their peak earning years) has the highest share of adults without any estate planning documents, at 62%. Meanwhile, Gen Z leads all generations in trust ownership, with 21% reporting they have established one.

Estate planning is far from universal, regardless of age. Having the right plan in place can help protect assets, simplify wealth transfer, and ensure personal wishes are carried out. While every situation is different, the data serves as a reminder that estate planning is less about age and more about being prepared for the future.
Chart of the Day

About the Author

John Keefer, Portfolio Manager
John Keefer, Portfolio Manager

John joined Crews Bank & Trust as a Trust Investment Associate in September 2025 and was promoted to Portfolio Manager in 2026. He holds a Bachelor of Science in Business Administration with a focus in Finance and Banking from the University of Missouri, along with an Investment Certificate. In his role, he supports portfolio maintenance and analysis while helping clients work toward their financial goals.

Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal. Past performance is not indicative of future results.

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Chart of the Day: Wider Winners Circle
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Chart of the Day: Annual Fees

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