One-quarter of affluent investors say they would prefer to use digital self-service tools to plan and/or settle an estate. The emerging and distinct segment of affluent digital investors is younger, more digitally confident, and more self-directed than their affluent peers, often managing their finances and investments independently, rather than relying on advisors. These preferences extend beyond estate services to a broad range of financial activities, signaling a fundamental shift in how this savvy segment wants to engage. This report identifies the characteristics of this segment and outlines how wealth management firms can adapt their strategies, tools, and experiences to better meet their expectations.