Company lists · Data refreshed September 2026

Top 25 Estate planning services worldwide

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 9,454 companies tracked

RevenueBase identified 9,454 estate planning services worldwide as of September 2026 and tracks 45,577 professional contacts across them, including 18,431 with verified work emails. The United States is the largest market and New York the largest hub.

This list covers estate planning services 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 services 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

9,454Companies

45,577Contacts tracked

18,431Verified emails

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The 25 largest estate planning services worldwide

Ranked by team size

Top 25 of 9,454 estate planning services 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 services: 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	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
3	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
4	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
5	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
6	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
7	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
8	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
9	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
10	Midwest Trust Company	Indirect evidence	Overland Park, KS, United StatesHQ checked Sep 20, 2026	51-200	135 contacts →
	Indirect evidence “Trust services that are rooted in meeting your goals.” Source: RevenueBase Database · checked Sep 20, 2026
11	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
12	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
13	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
14	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
15	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
16	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
17	FRA Trust Advisors	Strong evidence	O Fallon, IL, United StatesHQ checked Sep 20, 2026	11-50	95 contacts →
	Strong evidence “As estate planners we are committed to excellence and use the latest planning tools, so you won't have to risk experimentation on your own.” Source: RevenueBase Database · checked Sep 20, 2026
18	Clearestate	Strong evidence	Montreal, QC, CanadaHQ checked Sep 20, 2026	51-200	92 contacts →
	Strong evidence “ClearEstate provides transparent, end-to-end estate planning and settlement solutions designed to protect families and preserve legacies.” Source: RevenueBase Database · checked Sep 20, 2026
19	Berlin Patten Ebling, Pllc	Strong evidence	Sarasota, FL, United StatesHQ checked Sep 20, 2026	51-200	92 contacts →
	Strong evidence “Berlin Patten Ebling is one of southwest Florida's few law firms concentrating on legal, title and litigation services specifically focused on real estate and estate planning.” Source: RevenueBase Database · checked Sep 20, 2026
20	Brown Streza	Strong evidence	Irvine, CA, United StatesHQ checked Sep 20, 2026	51-200	91 contacts →
	Strong evidence “Brown \| Streza is a law firm providing exceptional, integrated legal services in the areas of tax, estate, business, charitable planning, mergers and acquisitions, business…” Source: RevenueBase Database · checked Sep 20, 2026
21	JMG Financial Group, LTD	Indirect evidence	Downers Grove, IL, United StatesHQ checked Sep 20, 2026	51-200	89 contacts →
	Indirect evidence “JMG Financial Group is a wealth management firm whose principal office location is in Downers Grove, Illinois.” Source: RevenueBase Database · checked Sep 20, 2026
22	Honey Legal	Indirect evidence	Market Drayton, United KingdomHQ checked Sep 20, 2026	201-500	88 contacts →
	Indirect evidence “At Honey, we're all about taking care of people.” Source: RevenueBase Database · checked Sep 20, 2026
23	Mogers Drewett Solicitors	Partial evidence	Bath, United KingdomHQ checked Sep 20, 2026	51-200	87 contacts →
	Partial evidence “Mogers Drewett is a leading Southwest legal and financial planning firm that takes pride in building long term client relationships.” Source: RevenueBase Database · checked Sep 20, 2026
24	Kings Court Trust LTD	Partial evidence	Bristol, United KingdomHQ checked Sep 20, 2026	51-200	86 contacts →
	Partial evidence “Kings Court Trust is one of the UK’s leading estate administration service providers.” Source: RevenueBase Database · checked Sep 20, 2026
25	Fisher, Tousey, Leas & Ball	Partial evidence	Jacksonville, FL, United StatesHQ checked Sep 20, 2026	51-200	85 contacts →
	Partial evidence “Established in 1978, our team at Fisher, Tousey, Leas & Ball, P.A.” 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 services. 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 services.
Partial evidence: Its own public description names part of estate planning services, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name estate planning services. 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 9,454 estate planning services worldwide

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Estate planning services worldwide at a glance

As of Sep 20, 2026

40.4%Verified-email coverage

4.8Average 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

7,714

11-50

1,456

51-200

183

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 services, 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 services are linked below.
What qualifies: Companies worldwide whose own description of what they do matches “estate planning services”. 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 services), 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 services, 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, 18,431 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 services by location

38 lists · largest first

Every Estate planning services 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 services, 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 services are there worldwide?

RevenueBase identified 9,454 estate planning services 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 services?

The United States leads with 6,068 companies, followed by the United Kingdom (673) and Canada (395). Every estate planning services list by country and city is linked on this page.

Which city has the most estate planning services?

New York leads with 110 headquartered companies, followed by Houston (86) and San Diego (73).

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 18,431 verified decision-maker contacts tracked across these 9,454 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.