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 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 estate planning service providers worldwide, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. 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 Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review

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 estate planning service providers worldwide, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to estate planning service providers: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Capital Legacy	Indirect evidence	Bryanston, South AfricaHQ checked Sep 20, 2026	501-1,000	718 contacts →
	Indirect evidence “Trust us to help you Leave a Legacy.” Source: RevenueBase Database · checked Sep 20, 2026
2	Savant Wealth Management	Indirect evidence	Rockford, IL, United StatesHQ checked Sep 20, 2026	501-1,000	565 contacts →
	Indirect evidence “At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people.” Source: RevenueBase Database · checked Sep 20, 2026
3	Public Trust	Strong evidence	Auckland, New ZealandHQ checked Sep 20, 2026	201-500	411 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
4	Rockwills International Group	Indirect evidence	Kuala Lumpur, MalaysiaHQ checked Sep 20, 2026	51-200	358 contacts →
	Indirect evidence “The Rockwills International Group provides solutions and support services in the areas of trusts and succession, management and distribution of wealth.” Source: RevenueBase Database · checked Sep 20, 2026
5	Prime Capital Financial	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 20, 2026	201-500	345 contacts →
	Indirect evidence “Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States.” Source: RevenueBase Database · checked Sep 20, 2026
6	Modern Wealth Management	Indirect evidence	Lenexa, KS, United StatesHQ checked Sep 20, 2026	201-500	280 contacts →
	Indirect evidence “We’re here to help you enjoy today, prepare for tomorrow, and connect with the people and the causes you care about most.” Source: RevenueBase Database · checked Sep 20, 2026
7	Turcan Connell	Indirect evidence	Edinburgh, United KingdomHQ checked Sep 20, 2026	201-500	246 contacts →
	Indirect evidence “Turcan Connell specialises in providing legal and tax advice to private individuals and their families.” Source: RevenueBase Database · checked Sep 20, 2026
8	Mission Wealth	Indirect evidence	Santa Barbara, CA, United StatesHQ checked Sep 20, 2026	201-500	192 contacts →
	Indirect evidence “Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States.” Source: RevenueBase Database · checked Sep 20, 2026
9	WBW Solicitors & Chartered Financial Planners	Partial evidence	Newton Abbot, United KingdomHQ checked Sep 20, 2026	201-500	189 contacts →
	Partial evidence “WBW offers a full range of legal and financial planning services to individuals and businesses, both locally and nationally.” Source: RevenueBase Database · checked Sep 20, 2026
10	Charles Monat Associates	Indirect evidence	SingaporeHQ checked Sep 20, 2026	201-500	174 contacts →
	Indirect evidence “Charles Monat Associates is the world’s premier consultant for wealth transfer and liquidity solutions since 1971.” Source: RevenueBase Database · checked Sep 20, 2026
11	Larson Financial	Indirect evidence	St. Louis, MO, United StatesHQ checked Sep 20, 2026	201-500	166 contacts →
	Indirect evidence “Our reputation for excellence is built on our long-term commitment to responsible financial management.” Source: RevenueBase Database · checked Sep 20, 2026
12	Harrison LLP	Indirect evidence	12 U.s. Offices, IL, United StatesHQ checked Sep 20, 2026	201-500	160 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
13	Vanilla	Strong evidence	Bellevue, WA, United StatesHQ checked Sep 20, 2026	51-200	156 contacts →
	Strong evidence “Vanilla is the standout leader in estate planning technology, transforming how advisors deliver estate advice at scale.” Source: RevenueBase Database · checked Sep 20, 2026
14	Right Legal Group	Partial evidence	Derby, United KingdomHQ checked Sep 20, 2026	51-200	150 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
15	Hemenway & Barnes LLP	Indirect evidence	Boston, MA, United StatesHQ checked Sep 20, 2026	51-200	140 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
16	Wealthcounsel, LLC	Strong evidence	Jersey City, NJ, United StatesHQ checked Sep 20, 2026	51-200	139 contacts →
	Strong evidence “WealthCounsel has been helping estate planning and elder law attorneys practice excellence for more than twenty-five years.” Source: RevenueBase Database · checked Sep 20, 2026
17	Huck Bouma, PC	Indirect evidence	Wheaton, IL, United StatesHQ checked Sep 20, 2026	51-200	133 contacts →
	Indirect evidence “Huck Bouma, PC has the resources of a downtown Chicago law firm, with the ability to provide personalized, individualized services to you, its clients.” Source: RevenueBase Database · checked Sep 20, 2026
18	Universal Wealth	Indirect evidence	Surprise, AZ, United StatesHQ checked Sep 20, 2026	1,001-5,000	133 contacts →
	Indirect evidence “Universal Wealth is lead by Andre L.” Source: RevenueBase Database · checked Sep 20, 2026
19	Trust & Will	Strong evidence	San Diego, CA, United StatesHQ checked Sep 20, 2026	51-200	131 contacts →
	Strong evidence “Founded in 2017, Trust & Will is the leading digital estate planning platform in the U.S, trusted by over one million individuals and families.” Source: RevenueBase Database · checked Sep 20, 2026
20	wealth.com	Strong evidence	Tempe, AZ, United StatesHQ checked Sep 20, 2026	51-200	130 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
21	NPC Financial	Indirect evidence	Miami, FL, United StatesHQ checked Sep 20, 2026	51-200	119 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 20, 2026
22	OATH	Partial evidence	Tulsa, OK, United StatesHQ checked Sep 20, 2026	51-200	113 contacts →
	Partial evidence “Planning for your future can feel overwhelming.” Source: RevenueBase Database · checked Sep 20, 2026
23	Planning Alliance	Indirect evidence	Woodcliff Lake, NJ, United StatesHQ checked Sep 20, 2026	51-200	103 contacts →
	Indirect evidence “We help individuals and families protect, grow, and ultimately leave a generational legacy.” Source: RevenueBase Database · checked Sep 20, 2026
24	Hereditas	Indirect evidence	Bilbao, SpainHQ checked Sep 20, 2026	51-200	102 contacts →
	Indirect evidence “En Hereditas, somos un despacho de abogados especializado en derecho de familia, con amplia experiencia en ofrecer asistencia jurídica.” Source: RevenueBase Database · checked Sep 20, 2026
25	Clermont Trust	Indirect evidence	Geneva, United StatesHQ checked Sep 20, 2026	51-200	100 contacts →
	Indirect evidence “Clermont provides bespoke wealth solutions for families, investors, institutions and entrepreneurs.” Source: RevenueBase Database · checked Sep 20, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: estate planning service providers. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names estate planning service providers.
Partial evidence: Its own public description names part of estate planning service providers, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name estate planning service providers. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 11,058 estate planning service providers worldwide

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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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among estate planning service providers, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, 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: Companies worldwide whose own description of what they do matches “estate planning service providers”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names estate planning service providers), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among estate planning service providers, and records with no verified work email.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 22,018 across the full list. 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.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

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 Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names estate planning service providers, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many estate planning service providers are there worldwide?

RevenueBase identified 11,058 estate planning service providers worldwide as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Capital Legacy, headquartered in Bryanston, tops this list with the largest team on record.

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 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 22,018 verified decision-maker contacts tracked across these 11,058 companies.

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 Smart Search, 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.