IT’S BEEN CALLED THE GREATEST WEALTH TRANSFER in history:1 $84 trillion in assets is set to change hands over the next 20 years, according to estimates by the consulting firm Cerulli Associates. The recipients, primarily members of Generation X (those born between 1965 and 1980), millennials (1981-1996) and Gen Z (1997-2012), are expected to inherit $72 trillion of that amount, mainly from baby boomers, with the rest going to charity. Source Merrill.
The largest transfer of wealth in history is happening right now. Baby boomers are passing down homes, property, and financial assets to their children, creating an unprecedented demand for expert estate planning and estate sale services. Estate Advisor Group is at the forefront of this generational shift, positioned to be the #1 provider of both estate legal services and estate sales solutions in the U.S.As we continue to grow, our commitment remains the same: to provide families with trusted, reliable, and comprehensive solutions that protect their legacy and make life transitions as smooth as possible
A legal technology company dedicated to helping families secure their financial legacy. Like industry leaders such as LegalZoom and Rocket Lawyer, we provide accessible, state-compliant estate planning solutions—including wills, living testaments, and living trusts. Through our strategic partnerships with estate attorneys and national law firms, we ensure that families receive accurate and legally sound documents tailored to their needs.
A full-service estate sales company specializing in estate liquidations, in-home estate sales, warehouse sales, and private auctions. Whether families need to downsize, sell personal property, or handle the logistics of an estate sale, we offer expert guidance and trusted connections to ensure a smooth transition.
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