Your customers are starting to trust AI more than your experts

Recent findings from the 2026 Estate Planning Report highlight a significant shift in trust, with Americans increasingly relying on AI for estate planning over traditional experts. The data from Trust & Will's national survey of 5,000 U.S. adults reveals that barriers like cost and complexity are fading, as more people turn to AI-driven tools for their straightforward and accessible advice. This trend signifies a major cultural shift, suggesting that as AI becomes more integrated into everyday life, its influence on decision-making will grow, reshaping how people approach important life planning tasks.