Company lists · Data refreshed September 2026

Top 25 Estate planning firms based in Australia

Name: Estate planning firms based in Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 569 companies tracked

RevenueBase identified 569 estate planning firms headquartered in Australia as of September 2026 and tracks 3,633 professional contacts across them, including 1,624 with verified work emails. Sydney is the largest hub.

This list covers estate planning firms headquartered in Australia, 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 19, 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 19, 2026 86% judged on-target in blind review

569Companies

3,633Contacts tracked

1,624Verified emails

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The 25 largest estate planning firms based in Australia

Ranked by team size

Top 25 of 569 estate planning firms based in Australia, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to estate planning firms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	AGEIS	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	150 contacts →
	Indirect evidence “AGEIS takes pride in revolutionising the landscape of accounting, tax, legal advisory.” Source: RevenueBase Database · checked Sep 19, 2026
2	KHI Partners	Indirect evidence	Barangaroo, AustraliaHQ checked Sep 19, 2026	201-500	86 contacts →
	Indirect evidence “KHI Partners is a fast growing multidisciplinary and global firm that offers services in Accounting, Wealth, Legal Services, Residential, Commercial and Business Lending, Property…” Source: RevenueBase Database · checked Sep 19, 2026
3	Australian Executor Trustees Limited	Indirect evidence	Adelaide, AustraliaHQ checked Sep 19, 2026	201-500	79 contacts →
	Indirect evidence “Australian Executor Trustees Limited (AET) is now proudly a part of the Equity Trustees group of companies.” Source: RevenueBase Database · checked Sep 19, 2026
4	Fitzpatricks Advice Partners	Indirect evidence	Sydney Cbd, AustraliaHQ checked Sep 19, 2026	11-50	73 contacts →
	Indirect evidence “Fitzpatricks are a professional advisory firm dedicated to partnering with our clients to develop pathways that enrich their lives and future generations.” Source: RevenueBase Database · checked Sep 19, 2026
5	Alteris Financial Group	Indirect evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	51 contacts →
	Indirect evidence “Alteris Financial Group provides financial advisory and management for individuals and families across generations.” Source: RevenueBase Database · checked Sep 19, 2026
6	Solomons Group	Indirect evidence	Brisbane, AustraliaHQ checked Sep 19, 2026	51-200	50 contacts →
	Indirect evidence “At Solomons, we believe in the transformative power of personalised service and collaborative strategy, guided by the principles of wisdom, fairness, and enduring wealth.” Source: RevenueBase Database · checked Sep 19, 2026
7	Entourage	Indirect evidence	Cremorne, AustraliaHQ checked Sep 19, 2026	11-50	42 contacts →
	Indirect evidence “Meet the award winning Entourage Group.” Source: RevenueBase Database · checked Sep 19, 2026
8	Pentana Stanton Lawyers	Strong evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	36 contacts →
	Strong evidence “Pentana Stanton Lawyers provide legal services including: • Wills & Estate Planning • Family Law • Criminal Law • Employment • Property & Conveyancing • Commercial Litigation •…” Source: RevenueBase Database · checked Sep 19, 2026
9	FOX & Staniland Lawyers	Partial evidence	Sydney, AustraliaHQ checked Sep 19, 2026	11-50	33 contacts →
	Partial evidence “Fox & Staniland was established in 1972 under the partnership between David Fox and Richard Staniland.” Source: RevenueBase Database · checked Sep 19, 2026
10	DE Groots Wills And Estate Lawyers	Strong evidence	Brisbane, AustraliaHQ checked Sep 19, 2026	11-50	32 contacts →
	Strong evidence “de Groots is a specialist law firm in the field of wills and estate planning, estate administration and estate litigation.” Source: RevenueBase Database · checked Sep 19, 2026
11	Tpil Lawyers	Indirect evidence	Woolloongabba, AustraliaHQ checked Sep 19, 2026	11-50	32 contacts →
	Indirect evidence “Operating continuously since 1983, TPIL Lawyers has built a trusted reputation across Queensland.” Source: RevenueBase Database · checked Sep 19, 2026
12	Aubrey Brown Lawyers	Partial evidence	Tuggerah, AustraliaHQ checked Sep 19, 2026	51-200	30 contacts →
	Partial evidence “Aubrey Brown Lawyers was established in 1944 and has been servicing the Central Coast region for over 80 years.” Source: RevenueBase Database · checked Sep 19, 2026
13	Adelta Legal	Indirect evidence	Adelaide, AustraliaHQ checked Sep 19, 2026	11-50	30 contacts →
	Indirect evidence “Adelta Legal is a law firm with offices at Level 3, 104 Frome St, Adelaide and 1291 North East Road Tea Tree Gully, South Australia, Australia.” Source: RevenueBase Database · checked Sep 19, 2026
14	Ddcs Lawyers	Strong evidence	Canberra City, AustraliaHQ checked Sep 19, 2026	11-50	23 contacts →
	Strong evidence “Welcome to DDCS Lawyers - Specialists in family law, estate planning and business succession DDCS specialists have expert knowledge and understanding of these complex areas of…” Source: RevenueBase Database · checked Sep 19, 2026
15	SWA Financial Planning	Indirect evidence	Wollongong, AustraliaHQ checked Sep 19, 2026	11-50	21 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
16	Pippa Colman Family LAW	Indirect evidence	Maroochydore, AustraliaHQ checked Sep 19, 2026	11-50	20 contacts →
	Indirect evidence “Pippa Colman Family Law is an experienced team of solicitors practising primarily in family law across Queensland, with offices on the Sunshine Coast and, now in Townsville.” Source: RevenueBase Database · checked Sep 19, 2026
17	Solomon Hollett Lawyers	Partial evidence	West Perth, AustraliaHQ checked Sep 19, 2026	11-50	19 contacts →
	Partial evidence “Solomon Hollett Lawyers is a leading succession, estate and commercial disputes law firm helping clients protect assets and secure legacies here in West Australia.” Source: RevenueBase Database · checked Sep 19, 2026
18	Carew Counsel Solicitors	Strong evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	19 contacts →
	Strong evidence “Carew Counsel Solicitors are a specialist family law and wills and estate planning firm, that has operated in Melbourne for 40 years.” Source: RevenueBase Database · checked Sep 19, 2026
19	Pacific LAW	Indirect evidence	Maroochydore, AustraliaHQ checked Sep 19, 2026	11-50	19 contacts →
	Indirect evidence “Pacific Law (incorporating Garland Waddington) is a boutique law firm providing the following services in Qld, NSW and Victoria: 1.” Source: RevenueBase Database · checked Sep 19, 2026
20	Tonkin Legal Group	Indirect evidence	Greensborough, AustraliaHQ checked Sep 19, 2026	11-50	18 contacts →
	Indirect evidence “With a team of experienced practitioners, David Stagg Tonkin & Company offer clients a wide range of services for people and businesses based in Melbourne's northern suburbs…” Source: RevenueBase Database · checked Sep 19, 2026
21	Clancy & Triado	Indirect evidence	Hawthorn, AustraliaHQ checked Sep 19, 2026	11-50	18 contacts →
	Indirect evidence “Clancy & Triado is a specialist family law firm with over 50 years of experience.” Source: RevenueBase Database · checked Sep 19, 2026
22	NEW South Lawyers	Indirect evidence	Parramatta, AustraliaHQ checked Sep 19, 2026	11-50	18 contacts →
	Indirect evidence “New South Lawyers are an award-winning legal firm based in Parramatta, Sydney.” Source: RevenueBase Database · checked Sep 19, 2026
23	Calder Wealth Management	Indirect evidence	Unley, AustraliaHQ checked Sep 19, 2026	11-50	17 contacts →
	Indirect evidence “For five decades, we have been providing support and Financial Advice to individuals and families across Australia.” Source: RevenueBase Database · checked Sep 19, 2026
24	King & Collins	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	17 contacts →
	Indirect evidence “We are disputes and litigation lawyers.” Source: RevenueBase Database · checked Sep 19, 2026
25	JMA Legal Business Lawyers	Partial evidence	Cootamundra, AustraliaHQ checked Sep 19, 2026	11-50	17 contacts →
	Partial evidence “JMA Legal is a specialised business law firm with a strong conveyancing, property law and deceased estates practice.” Source: RevenueBase Database · checked Sep 19, 2026

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 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 planning firms.
Partial evidence: Its own public description names part of estate 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 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 569 estate planning firms based in Australia

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Estate planning firms based in Australia at a glance

As of Sep 19, 2026

44.7%Verified-email coverage

6.4Average contacts per company

1-10Median size (employees)

13.0%Largest-city concentration · Sydney

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

438

11-50

110

51-200

201-500

501-1,000

1,001-5,000

Email recency for this list is measured worldwide rather than for Australia, so it is reported there. Company counts and contact totals on this page are exact for Australia, over 569 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 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.
What qualifies: Companies headquartered in Australia whose own description of what they do matches “estate 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 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 planning firms, and records with no verified work email. Companies headquartered outside Australia 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, 1,624 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 19, 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 firms by metro

Estate planning firms in Sydney74
Estate planning firms in Melbourne32

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 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 planning firms are there based in Australia?

RevenueBase identified 569 estate planning firms headquartered in Australia 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?

AGEIS, headquartered in Sydney, tops this list with the largest team on record.

Which city has the most estate planning firms?

Sydney leads with 74 headquartered companies, followed by Melbourne (32) and Brisbane (22).

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 1,624 verified decision-maker contacts tracked across these 569 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 19, 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.