Company lists · Data refreshed September 2026
Top 25 Estate tax planning firms worldwide
RevenueBase identified 3,275 estate tax planning firms worldwide as of September 2026 and tracks 16,558 professional contacts across them, including 7,615 with verified work emails. The United States is the largest market and New York the largest hub.
This list covers estate tax planning firms 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 tax planning firms 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.
The 25 largest estate tax planning firms worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 718 contacts → | ||||
Indirect evidence “Trust us to help you Leave a Legacy.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 399 contacts → | ||||
Partial evidence “Originating from the English and Latin roots of “apercu,” an act of insight, and “census,” an applied study of wealth and property, Apercen is a tax consulting firm offering high…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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, 2026Thanks. The Data Team will review it. | |||||
| 6 | 139 contacts → | ||||
Indirect evidence “Soluzione Tasse è una società specializzata in pianificazione fiscale e protezione del patrimonio che si avvale di team di 35 professionisti, tra cui dottori commercialisti…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 133 contacts → | ||||
Indirect evidence “Universal Wealth is lead by Andre L.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 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, 2026Thanks. The Data Team will review it. | |||||
| 9 | 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, 2026Thanks. The Data Team will review it. | |||||
| 10 | 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, 2026Thanks. The Data Team will review it. | |||||
| 11 | 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, 2026Thanks. The Data Team will review it. | |||||
| 12 | 88 contacts → | ||||
Indirect evidence “At Honey, we're all about taking care of people.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 86 contacts → | ||||
Partial evidence “Kings Court Trust is one of the UK’s leading estate administration service providers.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 71 contacts → | ||||
Strong evidence “Countrywide Tax & Trust Corporation Ltd provide a full range of private client and tax planning services, and the software packages to enable you to offer these services to your…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 60 contacts → | ||||
Strong evidence “Evans & Davis is a national estate and business planning law firm with licensure in 42 states and offices in Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 59 contacts → | ||||
Strong evidence “Tax & Legal Planning for entrepreneurs, real estate, crypto, and self-directed investors.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 58 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 56 contacts → | ||||
Partial evidence “Founded in 1982 with the philosophy that successful individuals, entrepreneurs, business owners, and their families require innovative tax, legal and financial solutions.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 55 contacts → | ||||
Strong evidence “Founded in 1980, The Blum Firm has become a leader in the field of estate and tax planning and the related areas of asset protection planning, charitable planning, probate…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 54 contacts → | ||||
Indirect evidence “At Prevail Innovative Wealth Strategies, we believe wealth is more than accumulation.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 53 contacts → | ||||
Indirect evidence “At Romanovsky and Associates we are committed to providing high quality services that are needed in today's competitive market place.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 52 contacts → | ||||
Indirect evidence “Cazimir is een advocatenkantoor dat particulieren en ondernemers helpt bij de bescherming en fiscale optimalisatie van hun vermogen, zowel nationaal als internationaal.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 51 contacts → | ||||
Strong evidence “Our secret to achieving unprecedented results for our clients is simple: we work at the intersection of tax planning, investment planning and legal/estate strategy.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 51 contacts → | ||||
Strong evidence “One of New York's premier Law Firms in Estate Planning, Elder Law, Trust & Estate Administration, Medicaid Planning, Business and Tax Planning, Estate & Trust Litigation and…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 50 contacts → | ||||
Strong evidence “Ivins, Phillips & Barker is exclusively engaged in the practice of federal tax, benefits and compensation, and estate and gift tax law.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
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 tax planning firms. 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 tax planning firms.
- Partial evidence
- Its own public description names part of estate tax planning firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name estate tax planning firms. 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 3,275 estate tax planning firms worldwide
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Estate tax planning firms worldwide at a glance
As of Sep 20, 2026Companies by employee count
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 tax planning firms, 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 tax planning firms are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “estate tax planning firms”. 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 tax planning firms), 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 tax planning firms, 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, 7,615 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 tax planning firms by location
18 lists · largest firstEvery Estate tax planning firms list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
- Estate tax planning firms based in the United States2,270
- Estate tax planning firms based in the United Kingdom188
- Estate tax planning firms based in Canada102
- Estate tax planning firms based in Germany43
- Estate tax planning firms based in France41
- Estate tax planning firms based in Australia37
- Estate tax planning firms based in South Africa33
- Estate tax planning firms based in the Netherlands29
Cities
- Estate tax planning firms based in New York, United States47
- Estate tax planning firms based in San Diego, United States37
- Estate tax planning firms based in Houston, United States36
- Estate tax planning firms based in Atlanta, United States35
- Estate tax planning firms based in Chicago, United States32
- Estate tax planning firms based in Los Angeles, United States29
- Estate tax planning firms based in Austin, United States28
- Estate tax planning firms based in Dallas, United States27
- Estate tax planning firms based in Boca Raton, United States26
- Estate tax planning firms based in Denver, United States25
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 tax planning firms, 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 tax planning firms are there worldwide?
RevenueBase identified 3,275 estate tax planning firms 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 tax planning firms?
The United States leads with 2,270 companies, followed by the United Kingdom (188) and Canada (102). Every estate tax planning firms list by country and city is linked on this page.
Which city has the most estate tax planning firms?
New York leads with 47 headquartered companies, followed by San Diego (37) and Houston (36).
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 7,615 verified decision-maker contacts tracked across these 3,275 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.