Company lists · Data refreshed October 2026
Top 25 Estate planning software companies worldwide
RevenueBase identified 642 company matches for estate planning software companies worldwide as of October 2026 and tracks 5,615 professional contacts across them, including 1,611 with verified work emails. The United States is the largest market and London the largest hub.
This list covers company matches for estate planning software companies 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 October 1, 2026. Country and city lists for estate planning software companies 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.
The 25 largest estate planning software companies worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 718 contacts → | ||||
Exact match “Trust us to help you Leave a Legacy.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 2 | 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 · Oct 1, 2026 · View company records in RevenueBase | |||||
| 3 | 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 · Oct 1, 2026 · View company records in RevenueBase | |||||
| 4 | 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 · Oct 1, 2026 · View company records in RevenueBase | |||||
| 5 | 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 · Oct 1, 2026 · View company records in RevenueBase | |||||
| 6 | 92 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 · Oct 1, 2026 · View company records in RevenueBase | |||||
| 7 | 58 contacts → | ||||
Exact match “Creative Planning Legal uses an array of estate planning techniques to assist clients with ensuring their wishes for their family and assets are fulfilled, as well as protecting…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 8 | 46 contacts → | ||||
Exact match “Safewill is Australia's leading end of life platform.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 9 | 37 contacts → | ||||
Exact match “Damit Ihr Wille zählt.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 10 | 36 contacts → | ||||
Exact match “Estate Guru is an attorney-embedded estate planning software made for advisors and professionals who offer estate planning, including institutions and attorneys.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 11 | 32 contacts → | ||||
Exact match “NetLaw helps wealth advisory firms bring attorney-led estate planning into the client relationship through Hargrove Firm.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 12 | 28 contacts → | ||||
Exact match “Kinherit brings clarity, reassurance and continuity to estate planning.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 13 | 25 contacts → | ||||
Exact match “Willful is Canada's leading online estate planning platform, built to make wills and powers of attorney accessible to every Canadian.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 14 | 24 contacts → | ||||
Exact match “Lawyers with Purpose is a full-practice management organization for attorneys practicing in estate planning, elder law, Medicaid planning, asset protection, Special Needs…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 15 | 24 contacts → | ||||
Exact match “Yellow is a first-of-its-kind digital Will-making app that allows you to create and update your Will with ease.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 16 | 23 contacts → | ||||
Exact match “We Protect your Lifetime’s Work Ensure your wishes are fulfilled, assets protected, and remove any unnecessary burden for your family and loved ones at the very worst time.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 17 | 22 contacts → | ||||
Exact match “Writing your #legacyplan just got easier with the award-winning #squiggleconsult We are a team of friendly & expert Estate planners, providing guidance which best suits your…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 18 | 22 contacts → | ||||
Exact match “Carolina Family Estate Planning was built with the needs of growing families in mind.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 19 | 21 contacts → | ||||
Exact match “A consultative, financially astute, and legally sound approach to estate planning and asset protection.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 20 | 21 contacts → | ||||
Exact match “We help large companies win new revenue streams with embeddable Wills and Trust products.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 21 | 21 contacts → | ||||
Exact match “Trustate automates and streamlines every step of the trust and estate lifecycle, from planning through funding and administration.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 22 | 20 contacts → | ||||
Exact match “Arken.legal is the business behind Arken Professional – an intuitive, intelligent, document-generating tool.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 23 | 20 contacts → | ||||
Exact match “Lawvex, LLP is a California law firm that helps individuals, families, and business owners plan intentionally, steward what they build, and transition wealth and businesses with…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 24 | 20 contacts → | ||||
Exact match “Everything we do has two principal aims: to give you complete peace of mind and make life easier for your loved ones in the future – whether it’s appointing the right attorneys to…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase | |||||
| 25 | 18 contacts → | ||||
Exact match “Our Northshore, IL estate planning lawyers draft custom documents and advise clients about wills, powers of attorney for health care and durable powers of attorney for property.” Recorded in the RevenueBase company graph · Oct 1, 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 software companies”. 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 642 estate planning software companies worldwide
See the full list, filter by size, metro and specialty, and access 1,611 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Estate planning software companies worldwide at a glance
As of Oct 1, 2026Companies by employee count
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 software companies are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “estate planning software companies” 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 1,611 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 October 1, 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 software companies by location
3 lists · largest firstEvery Estate planning software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
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 software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many estate planning software companies are there worldwide?
RevenueBase identified 642 company matches for estate planning software companies worldwide as of October 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 software companies?
The United States leads with 267 companies, followed by the United Kingdom (150) and Australia (25). Every estate planning software companies list by country and city is linked on this page.
Which city has the most estate planning software companies?
London leads with 18 company records, followed by Singapore (9) and New York (8).
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 1,611 professional contacts with verified work emails tracked across these 642 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 October 1, 2026.
Ready to reach these companies? Verified emails and direct dials for all 642 estate planning software companies worldwide. Start with a free account, no credit card.
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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.
More company lists
Company intelligence · public preview
Top 25 estate planning software companies worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 642 matching company records for estate planning software companies worldwide, with 5,615 tracked contacts and 1,611 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 1, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 estate planning software companies worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Capital Legacycapitallegacy.co.zaHQ: Bryanston, South AfricaReported employees: 501-1,000 | Bryanston, South Africa | 501-1,000 | Exact match | 718 contacts → |
“Trust us to help you Leave a Legacy.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Vanillajustvanilla.comHQ: Bellevue, WA, United StatesReported employees: 51-200 | Bellevue, WA, United States | 51-200 | Exact match | 156 contacts → |
“Vanilla is the standout leader in estate planning technology, transforming how advisors deliver estate advice at scale.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Wealthcounsel, LLCwealthcounsel.comHQ: Jersey City, NJ, United StatesReported employees: 51-200 | Jersey City, NJ, United States | 51-200 | Exact match | 139 contacts → |
“WealthCounsel has been helping estate planning and elder law attorneys practice excellence for more than twenty-five years.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Trust & Willtrustandwill.comHQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 131 contacts → |
“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 description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  wealth.comwealth.comHQ: Tempe, AZ, United StatesReported employees: 51-200 | Tempe, AZ, United States | 51-200 | Exact match | 130 contacts → |
“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 description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Clearestateclearestate.comHQ: Montreal, QC, CanadaReported employees: 51-200 | Montreal, QC, Canada | 51-200 | Exact match | 92 contacts → |
“ClearEstate provides transparent, end-to-end estate planning and settlement solutions designed to protect families and preserve legacies.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Creative Planning Legal, P.Acreativeplanninglegal.comHQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 58 contacts → |
“Creative Planning Legal uses an array of estate planning techniques to assist clients with ensuring their wishes for their family and assets are fulfilled, as well as protecting…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Safewillsafewill.comHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 46 contacts → |
“Safewill is Australia's leading end of life platform.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Afilioafilio.deHQ: Berlin, GermanyReported employees: 11-50 | Berlin, Germany | 11-50 | Exact match | 37 contacts → |
“Damit Ihr Wille zählt.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Estate Guruestateguru.comHQ: Provo, UT, United StatesReported employees: 11-50 | Provo, UT, United States | 11-50 | Exact match | 36 contacts → |
“Estate Guru is an attorney-embedded estate planning software made for advisors and professionals who offer estate planning, including institutions and attorneys.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Netlawnetlaw.com HQ: Louisville, KY, United StatesReported employees: Not recorded | Louisville, KY, United States | Not recorded | Exact match | 32 contacts → |
“NetLaw helps wealth advisory firms bring attorney-led estate planning into the client relationship through Hargrove Firm.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Kinheritkinherit.co.ukHQ: Bristol, United KingdomReported employees: 11-50 | Bristol, United Kingdom | 11-50 | Exact match | 28 contacts → |
“Kinherit brings clarity, reassurance and continuity to estate planning.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Willfulwillful.co HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 25 contacts → |
“Willful is Canada's leading online estate planning platform, built to make wills and powers of attorney accessible to every Canadian.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Lawyers With Purposelawyerswithpurpose.comHQ: New Hartford, NY, United StatesReported employees: 11-50 | New Hartford, NY, United States | 11-50 | Exact match | 24 contacts → |
“Lawyers with Purpose is a full-practice management organization for attorneys practicing in estate planning, elder law, Medicaid planning, asset protection, Special Needs…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Yellowgetyellow.in HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 24 contacts → |
“Yellow is a first-of-its-kind digital Will-making app that allows you to create and update your Will with ease.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Trust Family Associatestrustfamilyassociates.co.uk HQ: Cheshire, United KingdomReported employees: 201-500 | Cheshire, United Kingdom | 201-500 | Exact match | 23 contacts → |
“We Protect your Lifetime’s Work Ensure your wishes are fulfilled, assets protected, and remove any unnecessary burden for your family and loved ones at the very worst time.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Squiggle Consultsquiggleconsult.co.uk HQ: Smeeth, United KingdomReported employees: 1-10 | Smeeth, United Kingdom | 1-10 | Exact match | 22 contacts → |
“Writing your #legacyplan just got easier with the award-winning #squiggleconsult We are a team of friendly & expert Estate planners, providing guidance which best suits your…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Carolina Family Estate Planningcarolinafep.comHQ: Cary, NC, United StatesReported employees: 11-50 | Cary, NC, United States | 11-50 | Exact match | 22 contacts → |
“Carolina Family Estate Planning was built with the needs of growing families in mind.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Sharpe LAW Groupsharpelaw.comHQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 21 contacts → |
“A consultative, financially astute, and legally sound approach to estate planning and asset protection.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Legal Karmalegalkarma.ioHQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 21 contacts → |
“We help large companies win new revenue streams with embeddable Wills and Trust products.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Trustatetrustate.com HQ: Tampa, FL, United StatesReported employees: 1-10 | Tampa, FL, United States | 1-10 | Exact match | 21 contacts → |
“Trustate automates and streamlines every step of the trust and estate lifecycle, from planning through funding and administration.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  arken.legalarken.legalHQ: Westerham, United KingdomReported employees: 11-50 | Westerham, United Kingdom | 11-50 | Exact match | 20 contacts → |
“Arken.legal is the business behind Arken Professional – an intuitive, intelligent, document-generating tool.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Lawvex, LLPlawvex.comHQ: Clovis, CA, United StatesReported employees: 11-50 | Clovis, CA, United States | 11-50 | Exact match | 20 contacts → |
“Lawvex, LLP is a California law firm that helps individuals, families, and business owners plan intentionally, steward what they build, and transition wealth and businesses with…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Estate Planning Solutionsestplan.co.ukHQ: Wilmslow, United KingdomReported employees: 11-50 | Wilmslow, United Kingdom | 11-50 | Exact match | 20 contacts → |
“Everything we do has two principal aims: to give you complete peace of mind and make life easier for your loved ones in the future – whether it’s appointing the right attorneys to…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Matlin LAW Group, P.Cmatlinlawgroup.comHQ: Northbrook, IL, United StatesReported employees: 11-50 | Northbrook, IL, United States | 11-50 | Exact match | 18 contacts → |
“Our Northshore, IL estate planning lawyers draft custom documents and advise clients about wills, powers of attorney for health care and durable powers of attorney for property.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 642 company matches
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Estate planning software companies: dataset insights
October 1, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
640 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 642 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 1, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Estate planning software companies by location
3 lists · largest firstEvery Estate planning software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for estate planning software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many estate planning software companies did RevenueBase find worldwide?
The saved snapshot records 642 matching company records, 5,615 tracked contacts and 1,611 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 1, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 estate planning software companies worldwide. Snapshot: October 1, 2026. https://revenuebase.ai/companies/browse/estate-planning-software-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 estate planning software companies worldwide
RevenueBase records 642 matching company records for estate planning software companies worldwide, with 5,615 tracked contacts and 1,611 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 1, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 estate planning software companies worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Capital Legacycapitallegacy.co.za HQ: Bryanston, South AfricaReported employees: 501-1,000 | Bryanston, South Africa | 501-1,000 | Exact match | 718 contacts → |
“Trust us to help you Leave a Legacy.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Vanillajustvanilla.com HQ: Bellevue, WA, United StatesReported employees: 51-200 | Bellevue, WA, United States | 51-200 | Exact match | 156 contacts → |
“Vanilla is the standout leader in estate planning technology, transforming how advisors deliver estate advice at scale.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Wealthcounsel, LLCwealthcounsel.com HQ: Jersey City, NJ, United StatesReported employees: 51-200 | Jersey City, NJ, United States | 51-200 | Exact match | 139 contacts → |
“WealthCounsel has been helping estate planning and elder law attorneys practice excellence for more than twenty-five years.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Trust & Willtrustandwill.com HQ: San Diego, CA, United StatesReported employees: 51-200 | San Diego, CA, United States | 51-200 | Exact match | 131 contacts → |
“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 description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | wealth.comwealth.com HQ: Tempe, AZ, United StatesReported employees: 51-200 | Tempe, AZ, United States | 51-200 | Exact match | 130 contacts → |
“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 description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Clearestateclearestate.com HQ: Montreal, QC, CanadaReported employees: 51-200 | Montreal, QC, Canada | 51-200 | Exact match | 92 contacts → |
“ClearEstate provides transparent, end-to-end estate planning and settlement solutions designed to protect families and preserve legacies.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Creative Planning Legal, P.Acreativeplanninglegal.com HQ: Overland Park, KS, United StatesReported employees: 51-200 | Overland Park, KS, United States | 51-200 | Exact match | 58 contacts → |
“Creative Planning Legal uses an array of estate planning techniques to assist clients with ensuring their wishes for their family and assets are fulfilled, as well as protecting…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Safewillsafewill.com HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 46 contacts → |
“Safewill is Australia's leading end of life platform.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Afilioafilio.de HQ: Berlin, GermanyReported employees: 11-50 | Berlin, Germany | 11-50 | Exact match | 37 contacts → |
“Damit Ihr Wille zählt.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Estate Guruestateguru.com HQ: Provo, UT, United StatesReported employees: 11-50 | Provo, UT, United States | 11-50 | Exact match | 36 contacts → |
“Estate Guru is an attorney-embedded estate planning software made for advisors and professionals who offer estate planning, including institutions and attorneys.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Netlawnetlaw.com HQ: Louisville, KY, United StatesReported employees: Not recorded | Louisville, KY, United States | Not recorded | Exact match | 32 contacts → |
“NetLaw helps wealth advisory firms bring attorney-led estate planning into the client relationship through Hargrove Firm.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Kinheritkinherit.co.uk HQ: Bristol, United KingdomReported employees: 11-50 | Bristol, United Kingdom | 11-50 | Exact match | 28 contacts → |
“Kinherit brings clarity, reassurance and continuity to estate planning.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Willfulwillful.co HQ: Toronto, ON, CanadaReported employees: 11-50 | Toronto, ON, Canada | 11-50 | Exact match | 25 contacts → |
“Willful is Canada's leading online estate planning platform, built to make wills and powers of attorney accessible to every Canadian.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Lawyers With Purposelawyerswithpurpose.com HQ: New Hartford, NY, United StatesReported employees: 11-50 | New Hartford, NY, United States | 11-50 | Exact match | 24 contacts → |
“Lawyers with Purpose is a full-practice management organization for attorneys practicing in estate planning, elder law, Medicaid planning, asset protection, Special Needs…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Yellowgetyellow.in HQ: Bangalore, IndiaReported employees: 11-50 | Bangalore, India | 11-50 | Exact match | 24 contacts → |
“Yellow is a first-of-its-kind digital Will-making app that allows you to create and update your Will with ease.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Trust Family Associatestrustfamilyassociates.co.uk HQ: Cheshire, United KingdomReported employees: 201-500 | Cheshire, United Kingdom | 201-500 | Exact match | 23 contacts → |
“We Protect your Lifetime’s Work Ensure your wishes are fulfilled, assets protected, and remove any unnecessary burden for your family and loved ones at the very worst time.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Squiggle Consultsquiggleconsult.co.uk HQ: Smeeth, United KingdomReported employees: 1-10 | Smeeth, United Kingdom | 1-10 | Exact match | 22 contacts → |
“Writing your #legacyplan just got easier with the award-winning #squiggleconsult We are a team of friendly & expert Estate planners, providing guidance which best suits your…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Carolina Family Estate Planningcarolinafep.com HQ: Cary, NC, United StatesReported employees: 11-50 | Cary, NC, United States | 11-50 | Exact match | 22 contacts → |
“Carolina Family Estate Planning was built with the needs of growing families in mind.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Sharpe LAW Groupsharpelaw.com HQ: Dallas, TX, United StatesReported employees: 11-50 | Dallas, TX, United States | 11-50 | Exact match | 21 contacts → |
“A consultative, financially astute, and legally sound approach to estate planning and asset protection.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Legal Karmalegalkarma.io HQ: Austin, TX, United StatesReported employees: 11-50 | Austin, TX, United States | 11-50 | Exact match | 21 contacts → |
“We help large companies win new revenue streams with embeddable Wills and Trust products.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Trustatetrustate.com HQ: Tampa, FL, United StatesReported employees: 1-10 | Tampa, FL, United States | 1-10 | Exact match | 21 contacts → |
“Trustate automates and streamlines every step of the trust and estate lifecycle, from planning through funding and administration.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | arken.legalarken.legal HQ: Westerham, United KingdomReported employees: 11-50 | Westerham, United Kingdom | 11-50 | Exact match | 20 contacts → |
“Arken.legal is the business behind Arken Professional – an intuitive, intelligent, document-generating tool.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Lawvex, LLPlawvex.com HQ: Clovis, CA, United StatesReported employees: 11-50 | Clovis, CA, United States | 11-50 | Exact match | 20 contacts → |
“Lawvex, LLP is a California law firm that helps individuals, families, and business owners plan intentionally, steward what they build, and transition wealth and businesses with…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Estate Planning Solutionsestplan.co.uk HQ: Wilmslow, United KingdomReported employees: 11-50 | Wilmslow, United Kingdom | 11-50 | Exact match | 20 contacts → |
“Everything we do has two principal aims: to give you complete peace of mind and make life easier for your loved ones in the future – whether it’s appointing the right attorneys to…” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Matlin LAW Group, P.Cmatlinlawgroup.com HQ: Northbrook, IL, United StatesReported employees: 11-50 | Northbrook, IL, United States | 11-50 | Exact match | 18 contacts → |
“Our Northshore, IL estate planning lawyers draft custom documents and advise clients about wills, powers of attorney for health care and durable powers of attorney for property.” Recorded description excerpt · October 1, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Estate planning software companies: dataset insights
October 1, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
640 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 642 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: October 1, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Estate planning software companies by location
3 lists · largest firstEvery Estate planning software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for estate planning software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many estate planning software companies did RevenueBase find worldwide?
The saved snapshot records 642 matching company records, 5,615 tracked contacts and 1,611 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: October 1, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 estate planning software companies worldwide. Snapshot: October 1, 2026. https://revenuebase.ai/companies/browse/estate-planning-software-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗