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Portion of high net worth individuals (HNWIs) that have estate planning documents in place worldwide in 2024, by degree of preparation

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Source

Release date

March 2025

Region

Worldwide

Survey time period

2024

Special properties

HNWI`s had a total net worth ranging from one million U.S. dollars to 25 million U.S. dollars

Supplementary notes

Figures may deviate from 100 percent due to rounding. 

The source does not disclose how survey responses were collected.

Citation formats

Portion of HNWIs that have estate planning documents in place worldwide 2024

Published by ÌÇÐÄÆƽâ°æ Research Department, Mar 13, 2025

As of 2024, the vast majority of high net worth individuals (HNWIs) surveyed noted having basic estate planning documents in place. Basic estate planning typically includes writing of a will, medical directives, and revocable trusts. Advanced documents include irrevocable trusts, less than ** percent of HNWIs noted having advanced documents in-place. While ** percent of respondents noted having no documents in place.  

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