Company lists · Data refreshed November 2026

Top 25 Estate planning agents worldwide

Name: Estate planning agents worldwide
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 10,224 companies tracked

RevenueBase identified 10,224 company matches for estate planning agents worldwide as of November 2026 and tracks 54,513 professional contacts across them, including 21,224 with verified work emails. The United States is the largest market and New York the largest hub.

This list covers company matches for estate planning agents worldwide, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026. Country and city lists for estate planning agents follow the table.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built

10,224Companies

54,513Contacts tracked

21,224Verified emails

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The 25 largest estate planning agents worldwide

Ranked by team size

Top 25 of 10,224 company matches for estate planning agents worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Capital Legacy	Exact match	Bryanston, South AfricaHQ recorded Nov 6, 2026	501-1,000	720 contacts →
	Exact match “Trust us to help you Leave a Legacy.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Cyrus Herez	Exact match	Paris, FranceHQ recorded Nov 6, 2026	201-500	413 contacts →
	Exact match “Chez Cyrus Herez, nous portons une ambition claire : réinventer l’accompagnement patrimonial en apportant à nos clients sérénité et liberté, grâce à une vision globale, une…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Rockwills International Group	Exact match	Kuala Lumpur, MalaysiaHQ recorded Nov 6, 2026	51-200	360 contacts →
	Exact match “The Rockwills International Group provides solutions and support services in the areas of trusts and succession, management and distribution of wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Abogando Familias	Exact match	Vicente López, ArgentinaHQ recorded Nov 6, 2026	n/a	272 contacts →
	Exact match “Abogadas especialistas en Derecho de las Familias y Sucesiones.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	WBW Solicitors & Chartered Financial Planners	Exact match	Newton Abbot, United KingdomHQ recorded Nov 6, 2026	201-500	197 contacts →
	Exact match “WBW offers a full range of legal and financial planning services to individuals and businesses, both locally and nationally.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Vanilla	Exact match	Bellevue, UT, United StatesHQ recorded Nov 6, 2026	51-200	176 contacts →
	Exact match “Vanilla is the standout leader in estate planning technology, transforming how advisors deliver estate advice at scale.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Harrison LLP	Exact match	12 U.s. Offices, CO, United StatesHQ recorded Nov 6, 2026	201-500	168 contacts →
	Exact match “Harrison LLP is a national law firm that assists clients in defining and achieving their private wealth goals, delivering peace of mind through sophisticated and practical legal…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Wealthcounsel, LLC	Exact match	Jersey City, NJ, United StatesHQ recorded Nov 6, 2026	51-200	156 contacts →
	Exact match “WealthCounsel has been helping estate planning and elder law attorneys practice excellence for more than twenty-five years.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Right Legal Group	Exact match	Derby, United KingdomHQ recorded Nov 6, 2026	51-200	153 contacts →
	Exact match “Right Legal Group is a well-established law firm that forms part of a network of Law firms that specialise in Wills and Probate services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Hemenway & Barnes LLP	Exact match	Boston, MA, United StatesHQ recorded Nov 6, 2026	51-200	151 contacts →
	Exact match “Based in Boston, Hemenway & Barnes LLP has served for more than 160 years as trusted counsel to the region’s high net worth families, businesses, and nonprofit organizations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Cumberland Trust	Exact match	Nashville, TN, United StatesHQ recorded Nov 6, 2026	51-200	147 contacts →
	Exact match “Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Southeastern Trust Company	Exact match	Chattanooga, GA, United StatesHQ recorded Nov 6, 2026	11-50	144 contacts →
	Exact match “Southeastern Trust Company is a boutique private wealth management firm located in Chattanooga, Nashville, and Atlanta working with families across the United States.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Midwest Trust Company	Exact match	Overland Park, KS, United StatesHQ recorded Nov 6, 2026	51-200	143 contacts →
	Exact match “Trust services that are rooted in meeting your goals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Huck Bouma, PC	Exact match	Wheaton, IL, United StatesHQ recorded Nov 6, 2026	51-200	136 contacts →
	Exact match “Huck Bouma, PC has the resources of a downtown Chicago law firm, with the ability to provide personalized, individualized services to you, its clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Universal Wealth	Exact match	Surprise, AZ, United StatesHQ recorded Nov 6, 2026	1,001-5,000	132 contacts →
	Exact match “Universal Wealth is lead by Andre L.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	SAS Daniels LLP	Exact match	Stockport, United KingdomHQ recorded Nov 6, 2026	51-200	128 contacts →
	Exact match “Understanding your needs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	OATH	Exact match	Tulsa, TX, United StatesHQ recorded Nov 6, 2026	51-200	128 contacts →
	Exact match “Planning for your future can feel overwhelming.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Trust & Will	Exact match	San Diego, CA, United StatesHQ recorded Nov 6, 2026	51-200	128 contacts →
	Exact match “Founded in 2017, Trust & Will is the leading digital estate planning platform in the U.S, trusted by over one million individuals and families.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	NPC Financial	Exact match	Miami, FL, United StatesHQ recorded Nov 6, 2026	51-200	128 contacts →
	Exact match “NPC Financial (the South Florida Agency of Guardian Life) is a comprehensive financial services firm with offices in Miami, Hollywood, Boca Raton, and Miramar Beach.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Hereditas	Exact match	Bilbao, SpainHQ recorded Nov 6, 2026	51-200	106 contacts →
	Exact match “En Hereditas, somos un despacho de abogados especializado en derecho de familia, con amplia experiencia en ofrecer asistencia jurídica.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Honey Legal	Exact match	Market Drayton, United KingdomHQ recorded Nov 6, 2026	201-500	101 contacts →
	Exact match “Honey Legal, founded in 2010, are estate planning experts delivering down-to-earth legal services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Mogers Drewett Solicitors	Exact match	Bath, United KingdomHQ recorded Nov 6, 2026	51-200	96 contacts →
	Exact match “Mogers Drewett is a leading Southwest legal and financial planning firm that takes pride in building long term client relationships.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Brown Streza	Exact match	Irvine, CA, United StatesHQ recorded Nov 6, 2026	51-200	96 contacts →
	Exact match “Brown \| Streza is a law firm providing exceptional, integrated legal services in the areas of tax, estate, business, charitable planning, mergers and acquisitions, business…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Melone Hatley, P.C	Exact match	Virginia Beach, VA, United StatesHQ recorded Nov 6, 2026	51-200	94 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Clearestate	Exact match	Montreal, QC, CanadaHQ recorded Nov 6, 2026	51-200	91 contacts →
	Exact match “ClearEstate provides transparent, end-to-end estate planning and settlement solutions designed to protect families and preserve legacies.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “estate planning agents”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 10,224 estate planning agents worldwide

See the full list, filter by size, metro and specialty, and access 21,224 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Estate planning agents worldwide at a glance

As of Nov 6, 2026

38.9%Verified-email coverage

5.3Average contacts per company

1-10Median size (employees)

1.2%Largest-city concentration · New York

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

8,226

11-50

1,613

51-200

220

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency is reported on each country list linked below.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
Coverage: Every country. Country and city lists for estate planning agents are linked below.
What qualifies: Company records worldwide whose business descriptions match “estate planning agents” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 21,224 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on November 6, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Estate planning agents by location

45 lists · largest first

Every Estate planning agents list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.

Countries

Cities

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “estate planning agents”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many estate planning agents are there worldwide?

RevenueBase identified 10,224 company matches for estate planning agents worldwide as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Capital Legacy tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which country has the most estate planning agents?

The United States leads with 6,641 companies, followed by the United Kingdom (743) and Canada (395). Every estate planning agents list by country and city is linked on this page.

Which city has the most estate planning agents?

New York leads with 127 company records, followed by Houston (77) and Chicago (74).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 21,224 professional contacts with verified work emails tracked across these 10,224 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.