Company lists · Data refreshed September 2026

Top 25 Estate planning service providers worldwide

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 11,058 companies tracked

RevenueBase identified 11,058 company matches for estate planning service providers worldwide as of September 2026 and tracks 58,501 professional contacts across them, including 22,018 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 service providers 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 September 20, 2026. Country and city lists for estate planning service providers 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 Sep 20, 2026 How this list was built

11,058Companies

58,501Contacts tracked

22,018Verified emails

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The 25 largest estate planning service providers worldwide

Ranked by team size

Top 25 of 11,058 company matches for estate planning service providers worldwide, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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 Sep 20, 2026	501-1,000	718 contacts →
	Exact match “Trust us to help you Leave a Legacy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Savant Wealth Management	Exact match	Rockford, IL, United StatesHQ recorded Sep 20, 2026	501-1,000	565 contacts →
	Exact match “At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Public Trust	Exact match	Auckland, New ZealandHQ recorded Sep 20, 2026	201-500	411 contacts →
	Exact match “We are an autonomous Crown entity and New Zealand’s largest provider of estate planning and management services, helping Kiwis with their important life planning, including…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Rockwills International Group	Exact match	Kuala Lumpur, MalaysiaHQ recorded Sep 20, 2026	51-200	358 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 · Sep 20, 2026 · View company records in RevenueBase
5	Prime Capital Financial	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	201-500	345 contacts →
	Exact match “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Modern Wealth Management	Exact match	Lenexa, KS, United StatesHQ recorded Sep 20, 2026	201-500	280 contacts →
	Exact match “We’re here to help you enjoy today, prepare for tomorrow, and connect with the people and the causes you care about most.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Turcan Connell	Exact match	Edinburgh, United KingdomHQ recorded Sep 20, 2026	201-500	246 contacts →
	Exact match “Turcan Connell specialises in providing legal and tax advice to private individuals and their families.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Mission Wealth	Exact match	Santa Barbara, CA, United StatesHQ recorded Sep 20, 2026	201-500	192 contacts →
	Exact match “Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	WBW Solicitors & Chartered Financial Planners	Exact match	Newton Abbot, United KingdomHQ recorded Sep 20, 2026	201-500	189 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 · Sep 20, 2026 · View company records in RevenueBase
10	Charles Monat Associates	Exact match	SingaporeHQ recorded Sep 20, 2026	201-500	174 contacts →
	Exact match “Charles Monat Associates is the world’s premier consultant for wealth transfer and liquidity solutions since 1971.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Larson Financial	Exact match	St. Louis, MO, United StatesHQ recorded Sep 20, 2026	201-500	166 contacts →
	Exact match “Our reputation for excellence is built on our long-term commitment to responsible financial management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Harrison LLP	Exact match	12 U.s. Offices, IL, United StatesHQ recorded Sep 20, 2026	201-500	160 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 · Sep 20, 2026 · View company records in RevenueBase
13	Vanilla	Exact match	Bellevue, WA, United StatesHQ recorded Sep 20, 2026	51-200	156 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 · Sep 20, 2026 · View company records in RevenueBase
14	Right Legal Group	Exact match	Derby, United KingdomHQ recorded Sep 20, 2026	51-200	150 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 · Sep 20, 2026 · View company records in RevenueBase
15	Hemenway & Barnes LLP	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	51-200	140 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 · Sep 20, 2026 · View company records in RevenueBase
16	Wealthcounsel, LLC	Exact match	Jersey City, NJ, United StatesHQ recorded Sep 20, 2026	51-200	139 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 · Sep 20, 2026 · View company records in RevenueBase
17	Huck Bouma, PC	Exact match	Wheaton, IL, United StatesHQ recorded Sep 20, 2026	51-200	133 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 · Sep 20, 2026 · View company records in RevenueBase
18	Universal Wealth	Exact match	Surprise, AZ, United StatesHQ recorded Sep 20, 2026	1,001-5,000	133 contacts →
	Exact match “Universal Wealth is lead by Andre L.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Trust & Will	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	51-200	131 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 · Sep 20, 2026 · View company records in RevenueBase
20	wealth.com	Exact match	Tempe, AZ, United StatesHQ recorded Sep 20, 2026	51-200	130 contacts →
	Exact match “Wealth.com is the industry’s leading estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	NPC Financial	Exact match	Miami, FL, United StatesHQ recorded Sep 20, 2026	51-200	119 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 · Sep 20, 2026 · View company records in RevenueBase
22	OATH	Exact match	Tulsa, OK, United StatesHQ recorded Sep 20, 2026	51-200	113 contacts →
	Exact match “Planning for your future can feel overwhelming.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Planning Alliance	Exact match	Woodcliff Lake, NJ, United StatesHQ recorded Sep 20, 2026	51-200	103 contacts →
	Exact match “We help individuals and families protect, grow, and ultimately leave a generational legacy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Hereditas	Exact match	Bilbao, SpainHQ recorded Sep 20, 2026	51-200	102 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 · Sep 20, 2026 · View company records in RevenueBase
25	Clermont Trust	Exact match	Geneva, United StatesHQ recorded Sep 20, 2026	51-200	100 contacts →
	Exact match “Clermont provides bespoke wealth solutions for families, investors, institutions and entrepreneurs.” Recorded in the RevenueBase company graph · Sep 20, 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 service providers”. 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 11,058 estate planning service providers worldwide

See the full list, filter by size, metro and specialty, and access 22,018 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Estate planning service providers worldwide at a glance

As of Sep 20, 2026

37.6%Verified-email coverage

5.3Average contacts per company

1-10Median size (employees)

1.2%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

8,913

11-50

1,782

51-200

247

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 service providers are linked below.
What qualifies: Company records worldwide whose business descriptions match “estate planning service providers” 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 22,018 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 September 20, 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 service providers by location

54 lists · largest first

Every Estate planning service providers 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 service providers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many estate planning service providers are there worldwide?

RevenueBase identified 11,058 company matches for estate planning service providers worldwide as of September 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 service providers?

The United States leads with 6,806 companies, followed by the United Kingdom (817) and Canada (477). Every estate planning service providers list by country and city is linked on this page.

Which city has the most estate planning service providers?

New York leads with 132 company records, followed by London (93) and Houston (87).

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 22,018 professional contacts with verified work emails tracked across these 11,058 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 September 20, 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.