Company lists · Data refreshed September 2026

Top 24 Estate planning companies based in Irvine, United States

Name: Estate planning companies based in Irvine, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 41 companies tracked

RevenueBase identified 41 company matches for estate planning companies associated with Irvine, United States as of September 2026 and tracks 502 professional contacts across them, including 192 with verified work emails. Across the United States, New York is the largest hub for this category (117 companies); Irvine has 41.

This list covers company matches for estate planning companies associated with Irvine, United States, 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 September 20, 2026.

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 Sep 20, 2026 How this list was built

41Companies

502Contacts tracked

192Verified emails

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The 24 largest estate planning companies based in Irvine, United States

Ranked by team size

Top 24 of 41 company matches for estate planning companies based in Irvine, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Brown Streza	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	51-200	91 contacts →
	Exact match “Brown \| Streza is a law firm providing exceptional, integrated legal services in the areas of tax, estate, business, charitable planning, mergers and acquisitions, business…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	LAW Stein Anderson, LLP	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	11-50	37 contacts →
	Exact match “TRUST EXPERIENCE.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Chamberlain Group Financial Services	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	11-50	34 contacts →
	Exact match “Chamberlain Group is an independent financial services firm based in Newport Beach & Irvine, California.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	The Estate Lawyers	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	11-50	26 contacts →
	Exact match “At The Estate Lawyers, we focus exclusively on trust and estate litigation, advocating for individuals and families when the stakes are highest.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Apriem Advisors	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	11-50	21 contacts →
	Exact match “Your trusted partner in wealth management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Citadel LAW Corporation	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	11-50	15 contacts →
	Exact match “For over twenty years, Citadel Law Corporation has provided a complete range of essential and advanced estate planning services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Albrecht & Barney LAW Corporation	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	11-50	15 contacts →
	Exact match “When we first opened our doors in 1995, we decided that the best way to practice was by becoming experts in a single area of the law, estate planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Driscoll Anderson Reynard LLP	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	11-50	13 contacts →
	Exact match “Driscoll Anderson Reynard LLP specializes in offering custom estate planning and probate services for individuals and families.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Mortensen And Reinheimer, PC	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “Do you need an Orange County estate planning lawyer?” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Modern Wealth Law, Aplc	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Modern Wealth Law, APLC is a full service estate planning and probate law firm in Orange County.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Prosperity Partners Private Wealth Management	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	11-50	7 contacts →
	Exact match “At Prosperity Partners, we believe Prosperity is more than a number.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	OC Wills And Trust Attorneys	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	11-50	7 contacts →
	Exact match “OC Wills and Trust Attorneys, a division of the Law Offices of Brian Chew, was founded on the principle of providing our clients with professional legal services while also…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Masson & Fatini, LLP	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “MASSON & FATINI, LLP is a law practice company based out of TWO PARK PLAZA, SUITE 980, IRVINE, California, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	SUN Group Wealth Partners	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	11-50	7 contacts →
	Exact match “Sun Group Wealth Partners is an organization founded on the principle that successfully building and preserving wealth takes sound foresight and innovative thinking.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Wealthwise Financial Services	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Whether your goal is accumulating, preserving or transferring wealth, WealthWise Financial Services seeks to be your trusted partner.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Charles, Kane, Burns & VAN Marter LLP	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Charles, Kane, Burns & Van Marter LLP blends the experience and expertise of a large firm with the hands-on approach and responsiveness of a smaller firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	LAW Offices Of Eric Becker	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Law Offices of Eric Becker is a Trust Litigation and Administration, Probate, and Estate Planning company based out of Von Karman Ave.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Marion Consulting, LLC	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Preserving wealth, enriching legacy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Snyder Law, PC	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Snyder Law is located in Orange County and focuses on helping parents, seniors, and veterans protect what matters most today and in the future through custom estate planning…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Phancao & Shaffer, LLP	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Estate Planning, Domestic & Offshore Asset Protection, Business Incorporation” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	HN Financial Group	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “WHAT WE DO: We offer a complete range of investment and wealth management services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Bentler Mulder LLP	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	51-200	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	LAW Firm Of TOM Nemat, A Professional LAW Corporation	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “My practice areas include: estate planning, asset protection planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Mortensen & Reinheimer, PC	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	11-50	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 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 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 24 of 41 estate planning companies based in Irvine, United States

See the full list, filter by size, metro and specialty, and access 192 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Estate planning companies based in Irvine, United States at a glance

As of Sep 20, 2026

38.2%Verified-email coverage

12.2Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Irvine, so it is reported there. Company counts and contact totals on this page are exact for Irvine, over 41 companies.

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.
What qualifies: Company records associated with Irvine, United States whose business descriptions match “estate planning 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. Where headquarters information is recorded, preview rows are also filtered to this page’s location. 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 192 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 September 20, 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 companies by metro in the United States

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 companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many estate planning companies are there based in Irvine, United States?

RevenueBase identified 41 company matches for estate planning companies associated with Irvine, United States as of September 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?

Brown Streza tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most estate planning companies?

New York leads the United States with 117 company records, followed by Houston (81) and San Diego (81). Irvine has 41.

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 192 professional contacts with verified work emails tracked across these 41 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 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 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.