Company lists · Data refreshed September 2026

Top 25 Estate planning attorneys based in the United States

RevenueBase identified 7,103 estate planning attorneys headquartered in the United States as of September 2026 and tracks 32,148 professional contacts across them, including 15,622 with verified work emails. New York is the largest hub.

This list covers estate planning attorneys headquartered in the United States, 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.

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
7,103Companies
32,148Contacts tracked
15,622Verified emails
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The 25 largest estate planning attorneys based in the United States

Ranked by team size
Top 25 of 7,103 estate planning attorneys based in the United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to estate planning attorneys: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidencePotomac, MD, United StatesHQ checked Sep 20, 2026201-500212 contacts →

Indirect evidence

“Shulman Rogers was founded in 1972 on a simple belief: the best legal counsel is both exceptional and accessible.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidence12 U.s. Offices, IL, United StatesHQ checked Sep 20, 2026201-500160 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
3Indirect evidenceBoston, MA, United StatesHQ checked Sep 20, 202651-200140 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
4Indirect evidenceWheaton, IL, United StatesHQ checked Sep 20, 202651-200133 contacts →

Indirect evidence

“Huck Bouma, PC has the resources of a downtown Chicago law firm, with the ability to provide personalized, individualized services to you, its clients.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceRichland, WA, United StatesHQ checked Sep 20, 202651-200131 contacts →

Indirect evidence

“Gravis Law provides accessible legal services that simplify complex problems and help clients clearly understand their options, all tailored to the unique needs of individuals…”

Source: RevenueBase Database · checked Sep 20, 2026
6Strong evidenceSan Diego, CA, United StatesHQ checked Sep 20, 202651-200131 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
7Indirect evidenceChicago, IL, United StatesHQ checked Sep 20, 202651-200129 contacts →

Indirect evidence

“Burke, Warren, MacKay & Serritella, P.C.”

Source: RevenueBase Database · checked Sep 20, 2026
8Partial evidenceTulsa, OK, United StatesHQ checked Sep 20, 202651-200113 contacts →

Partial evidence

Planning for your future can feel overwhelming.”

Source: RevenueBase Database · checked Sep 20, 2026
9Strong evidenceAndover, MA, United StatesHQ checked Sep 20, 202651-200103 contacts →

Strong evidence

“Dalton & Finegold, LLP specializes in residential and commercial real estate law, estate planning, probate administration, business law, and litigation.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceErie, PA, United StatesHQ checked Sep 20, 202651-20098 contacts →

Indirect evidence

“We are down-to-earth professionals who successfully combine the diverse disciplines and skills of a large firm with the accessibility and personalized manner of a small firm.”

Source: RevenueBase Database · checked Sep 20, 2026
11Strong evidenceO Fallon, IL, United StatesHQ checked Sep 20, 202611-5095 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
12Strong evidenceIrvine, CA, United StatesHQ checked Sep 20, 202651-20091 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
13Partial evidenceJacksonville, FL, United StatesHQ checked Sep 20, 202651-20085 contacts →

Partial evidence

Established in 1978, our team at Fisher, Tousey, Leas & Ball, P.A.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceVirginia Beach, VA, United StatesHQ checked Sep 20, 202651-20084 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceNew York, NY, United StatesHQ checked Sep 20, 202651-20079 contacts →

Indirect evidence

“Cassin & Cassin LLP, a law firm with three offices in New York City, Purchase, NY and Phoenix, AZ, has four decades of experience providing the highest quality of service to our…”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceMilwaukee, WI, United StatesHQ checked Sep 20, 202651-20078 contacts →

Indirect evidence

“Our goal is to provide real-world, practical advice to businesses and their owners.”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceFort Wayne, IN, United StatesHQ checked Sep 20, 202651-20069 contacts →

Indirect evidence

“At Barrett McNagny, we understand that legal needs can be simple or complex and can change over the years-from small business start-ups to going public or from a simple contract…”

Source: RevenueBase Database · checked Sep 20, 2026
18Partial evidenceGreensboro, NC, United StatesHQ checked Sep 20, 202651-20064 contacts →

Partial evidence

“For more than 85 years, Carruthers & Roth has provided trusted legal representation, counsel and planning services to individuals, entrepreneurs, local businesses, and regional…”

Source: RevenueBase Database · checked Sep 20, 2026
19Strong evidenceEdmond, OK, United StatesHQ checked Sep 20, 202651-20060 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, 2026
20Indirect evidenceCherry Hill, NJ, United StatesHQ checked Sep 20, 202611-5060 contacts →

Indirect evidence

“The Rothkoff Law Group is an elder care law firm serving seniors, individuals with disabilities, and their families in Southeastern Pennsylvania and Southern New Jersey…”

Source: RevenueBase Database · checked Sep 20, 2026
21Indirect evidenceRoyal Oak, MI, United StatesHQ checked Sep 20, 202651-20060 contacts →

Indirect evidence

“The Probate Pro® is America's Probate Law Firm.”

Source: RevenueBase Database · checked Sep 20, 2026
22Indirect evidenceFairfax, VA, United StatesHQ checked Sep 20, 202651-20060 contacts →

Indirect evidence

“Founded in Virginia, PJI Law, PLC is built on a simple belief: behind every legal matter is a personal story.”

Source: RevenueBase Database · checked Sep 20, 2026
23Strong evidenceOverland Park, KS, United StatesHQ checked Sep 20, 202651-20058 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, 2026
24Indirect evidencePortland, OR, United StatesHQ checked Sep 20, 202651-20058 contacts →

Indirect evidence

“FOUNDED ON FAMILIES.”

Source: RevenueBase Database · checked Sep 20, 2026
25Strong evidenceFort Worth, TX, United StatesHQ checked Sep 20, 202651-20055 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, 2026

Showing 25 of 7,103 estate planning attorneys based in the United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 15,622 reachable decision-makers.

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Estate planning attorneys based in the United States at a glance

As of Sep 20, 2026
48.6%Verified-email coverage
4.5Average contacts per company
1-10Median size (employees)
1.7%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
5,736
11-50
1,193
51-200
130
201-500
3
501-1,000
1
1,001-5,000
2

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 7,103 companies.

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 attorneys, 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.
What qualifies
Companies headquartered in the United States whose own description of what they do matches “estate planning attorneys”. 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 attorneys), 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 attorneys, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
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, 15,622 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 attorneys by metro

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 attorneys, 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 attorneys are there based in the United States?

RevenueBase identified 7,103 estate planning attorneys headquartered in the United States 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?

Shulman Rogers, headquartered in Potomac, tops this list with the largest team on record.

Which city has the most estate planning attorneys?

New York leads with 124 headquartered companies, followed by Houston (93) and Chicago (85).

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 15,622 verified decision-maker contacts tracked across these 7,103 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.