Company lists · Data refreshed November 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 Nov 6, 2026 12,932 companies tracked

RevenueBase identified 12,932 company matches for estate planning service providers worldwide as of November 2026 and tracks 73,214 professional contacts across them, including 27,300 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 November 6, 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 Nov 6, 2026 How this list was built

12,932Companies

73,214Contacts tracked

27,300Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest estate planning service providers worldwide

Ranked by team size

Top 25 of 12,932 company matches for estate planning service providers 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	Savant Wealth Management	Exact match	Rockford, CA, United StatesHQ recorded Nov 6, 2026	501-1,000	687 contacts →
	Exact match “Savant Wealth Management is a leading independent, nationally recognized, fee-only firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Public Trust	Exact match	Auckland, New ZealandHQ recorded Nov 6, 2026	201-500	449 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 · Nov 6, 2026 · View company records in RevenueBase
4	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
5	Prime Capital Financial	Exact match	Overland Park, NC, United StatesHQ recorded Nov 6, 2026	201-500	363 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 · Nov 6, 2026 · View company records in RevenueBase
6	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
7	Modern Wealth Management	Exact match	Lenexa, KS, United StatesHQ recorded Nov 6, 2026	201-500	318 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 · Nov 6, 2026 · View company records in RevenueBase
8	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
9	Turcan Connell	Exact match	Edinburgh, United KingdomHQ recorded Nov 6, 2026	201-500	260 contacts →
	Exact match “Turcan Connell specialises in providing legal and tax advice to private individuals and their families.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Mission Wealth	Exact match	Santa Barbara, CA, United StatesHQ recorded Nov 6, 2026	201-500	220 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 · Nov 6, 2026 · View company records in RevenueBase
11	Charles Monat Associates	Exact match	SingaporeHQ recorded Nov 6, 2026	201-500	205 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 · Nov 6, 2026 · View company records in RevenueBase
12	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
13	Larson Financial	Exact match	St. Louis, MO, United StatesHQ recorded Nov 6, 2026	201-500	187 contacts →
	Exact match “Our reputation for excellence is built on our long-term commitment to responsible financial management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	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
15	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
16	wealth.com	Exact match	Tempe, AZ, United StatesHQ recorded Nov 6, 2026	51-200	160 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 · Nov 6, 2026 · View company records in RevenueBase
17	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
18	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
19	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
20	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
21	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
22	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
23	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
24	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
25	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

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 12,932 estate planning service providers worldwide

See the full list, filter by size, metro and specialty, and access 27,300 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Estate planning service providers worldwide at a glance

As of Nov 6, 2026

37.3%Verified-email coverage

5.7Average contacts per company

1-10Median size (employees)

1.3%Largest-city concentration · New York

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

10,281

11-50

2,142

51-200

299

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 27,300 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 service providers by location

64 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 12,932 company matches for estate planning service providers 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 service providers?

The United States leads with 7,931 companies, followed by the United Kingdom (912) and Canada (559). 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 162 company records, followed by London (105) and Houston (95).

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 27,300 professional contacts with verified work emails tracked across these 12,932 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.

Ready to reach these companies? Verified emails and direct dials for all 12,932 estate planning service providers worldwide. Start with a free account, no credit card.

Download this list →

Related lists

Browse the directory

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.