Company lists · Data refreshed November 2026

Top 25 Legacy planning services worldwide

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

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 5,920 companies tracked

RevenueBase identified 5,920 company matches for legacy planning services worldwide as of November 2026 and tracks 35,482 professional contacts across them, including 11,285 with verified work emails. The United States is the largest market and New York the largest hub.

This list covers company matches for legacy planning services 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 legacy planning services 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

5,920Companies

35,482Contacts tracked

11,285Verified emails

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The 25 largest legacy planning services worldwide

Ranked by team size

Top 25 of 5,920 company matches for legacy planning services 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	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
3	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
4	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
5	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
6	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
7	Jackson Lees Group	Exact match	Liverpool, United KingdomHQ recorded Nov 6, 2026	201-500	146 contacts →
	Exact match “Making a positive difference to people’s lives through the practice of law is the defining principle of what we do at the Jackson Lees Group.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	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
9	OATH	Exact match	Tulsa, TX, United StatesHQ recorded Nov 6, 2026	51-200	128 contacts →
	Exact match “Planning for your future can feel overwhelming.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Trust & Will	Exact match	San Diego, CA, United StatesHQ recorded Nov 6, 2026	51-200	128 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 · Nov 6, 2026 · View company records in RevenueBase
11	Matter Family Office	Exact match	St. Louis, NC, United StatesHQ recorded Nov 6, 2026	51-200	108 contacts →
	Exact match “At Matter, families are our number-one priority.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Hereditas	Exact match	Bilbao, SpainHQ recorded Nov 6, 2026	51-200	106 contacts →
	Exact match “En Hereditas, somos un despacho de abogados especializado en derecho de familia, con amplia experiencia en ofrecer asistencia jurídica.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Ascent Private Capital Management Of U.S. Bank	Exact match	Minneapolis, WA, United StatesHQ recorded Nov 6, 2026	51-200	103 contacts →
	Exact match “Many families of substantial wealth struggle with how to nurture and preserve human, intellectual, social, and financial capital over generations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Honey Legal	Exact match	Market Drayton, United KingdomHQ recorded Nov 6, 2026	201-500	101 contacts →
	Exact match “Honey Legal, founded in 2010, are estate planning experts delivering down-to-earth legal services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Mogers Drewett Solicitors	Exact match	Bath, United KingdomHQ recorded Nov 6, 2026	51-200	96 contacts →
	Exact match “Mogers Drewett is a leading Southwest legal and financial planning firm that takes pride in building long term client relationships.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Clearestate	Exact match	Montreal, QC, CanadaHQ recorded Nov 6, 2026	51-200	91 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 · Nov 6, 2026 · View company records in RevenueBase
17	Countrywide TAX & Trust Corporation LTD	Exact match	Warwickshire, United KingdomHQ recorded Nov 6, 2026	51-200	83 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Fitzpatricks Advice Partners	Exact match	Sydney Cbd, AustraliaHQ recorded Nov 6, 2026	11-50	81 contacts →
	Exact match “Fitzpatricks are a professional advisory firm dedicated to partnering with our clients to develop pathways that enrich their lives and future generations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	FRA Trust Advisors	Exact match	O Fallon, IL, United StatesHQ recorded Nov 6, 2026	11-50	79 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	The Legacy Planning Institute PTY LTD	Exact match	Johannesburg, South AfricaHQ recorded Nov 6, 2026	201-500	73 contacts →
	Exact match “At The Legacy Planning Institute, we understand that life is a journey filled with uncertainties.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Creative Planning Legal, P.A	Exact match	Overland Park, KS, United StatesHQ recorded Nov 6, 2026	51-200	69 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 · Nov 6, 2026 · View company records in RevenueBase
22	R.M. Davis	Exact match	Portland, NH, United StatesHQ recorded Nov 6, 2026	51-200	68 contacts →
	Exact match “Families, foundations and institutions deserve a wealth partner who thinks in decades, not days.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Calamos Wealth Management	Exact match	Naperville, IL, United StatesHQ recorded Nov 6, 2026	11-50	64 contacts →
	Exact match “Calamos Wealth Management helps individuals, families and foundations meet their current financial management needs, while assisting them to achieve long-term goals and build a…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Evans & Davis	Exact match	Edmond, WA, United StatesHQ recorded Nov 6, 2026	51-200	60 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Valley Forge Financial Group	Exact match	Audubon, PA, United StatesHQ recorded Nov 6, 2026	11-50	60 contacts →
	Exact match “You can rely on Valley Forge Financial Group for proactive, intelligent and comprehensive financial guidance.” 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 “legacy planning services”. 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 5,920 legacy planning services worldwide

See the full list, filter by size, metro and specialty, and access 11,285 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Legacy planning services worldwide at a glance

As of Nov 6, 2026

31.8%Verified-email coverage

6.0Average 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

4,805

11-50

913

51-200

129

201-500

501-1,000

1,001-5,000

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 legacy planning services are linked below.
What qualifies: Company records worldwide whose business descriptions match “legacy planning services” 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 11,285 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.

Legacy planning services by location

23 lists · largest first

Every Legacy 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 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 “legacy planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many legacy planning services are there worldwide?

RevenueBase identified 5,920 company matches for legacy planning services 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 legacy planning services?

The United States leads with 3,685 companies, followed by the United Kingdom (414) and Canada (251). Every legacy planning services list by country and city is linked on this page.

Which city has the most legacy planning services?

New York leads with 77 company records, followed by London (56) and Atlanta (50).

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 11,285 professional contacts with verified work emails tracked across these 5,920 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.

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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.