Company lists · Data refreshed September 2026

Top 25 Estate planning firms based in South Africa

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

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 213 companies tracked

RevenueBase identified 213 estate planning firms headquartered in South Africa as of September 2026 and tracks 2,957 professional contacts across them, including 1,353 with verified work emails. Johannesburg is the largest hub.

This list covers estate planning firms headquartered in South Africa, 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

213Companies

2,957Contacts tracked

1,353Verified emails

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The 25 largest estate planning firms based in South Africa

Ranked by team size

Top 25 of 213 estate planning firms based in South Africa, 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	PSG Wealth	Indirect evidence	Waterfall, South AfricaHQ checked Sep 19, 2026	501-1,000	1,173 contacts →
	Indirect evidence “We offer a comprehensive wealth management service, designed to meet your needs as an individual, family or business.” Source: RevenueBase Database · checked Sep 19, 2026
2	Capital Legacy	Indirect evidence	Bryanston, South AfricaHQ checked Sep 19, 2026	501-1,000	718 contacts →
	Indirect evidence “Trust us to help you Leave a Legacy.” Source: RevenueBase Database · checked Sep 19, 2026
3	Miltons Matsemela	Partial evidence	Cape Town, South AfricaHQ checked Sep 19, 2026	51-200	81 contacts →
	Partial evidence “The firm Miltons was established in 1995 and subsequently changed to Miltons Matsemela.” Source: RevenueBase Database · checked Sep 19, 2026
4	Ascor Independent Wealth Managers	Indirect evidence	Pretoria, South AfricaHQ checked Sep 19, 2026	11-50	49 contacts →
	Indirect evidence “Ascor™ Group of Companies - Independent Wealth Managers.” Source: RevenueBase Database · checked Sep 19, 2026
5	Rorich Wolmarans & Luderitz INC	Indirect evidence	Pretoria, South AfricaHQ checked Sep 19, 2026	11-50	30 contacts →
	Indirect evidence “BRIEF HISTORY OF RORICH WOLMARANS & LUDERITZ INC: The company was founded in 1948 by one G.S.” Source: RevenueBase Database · checked Sep 19, 2026
6	Abrahams And Gross Attorneys	Indirect evidence	Cape Town, South AfricaHQ checked Sep 19, 2026	11-50	27 contacts →
	Indirect evidence “Leading South African law firm with over 80 years’ experience.” Source: RevenueBase Database · checked Sep 19, 2026
7	Whitfield Fintax	Partial evidence	Port Elizabeth, South AfricaHQ checked Sep 19, 2026	51-200	23 contacts →
	Partial evidence “Established in 1989, we aim to build long term relationships with our clients and take our motto - WHERE RELATIONSHIPS COUNT - very seriously.” Source: RevenueBase Database · checked Sep 19, 2026
8	Legatus Trust	Partial evidence	Randburg, South AfricaHQ checked Sep 19, 2026	11-50	22 contacts →
	Partial evidence “Legatus Trust was established in 1992 and was born out of the need in the marketplace for an independent company to render fiduciary services to clients in all segments of the…” Source: RevenueBase Database · checked Sep 19, 2026
9	Austen Smith INC	Indirect evidence	Pietermaritzburg, South AfricaHQ checked Sep 19, 2026	11-50	22 contacts →
	Indirect evidence “Austen Smith offers a wide-range of expert legal advice in various fields, including High Court, Regional Court and Magistrate’s Court litigation, Collections, Conveyancing and…” Source: RevenueBase Database · checked Sep 19, 2026
10	Pagdens Attorneys	Partial evidence	Port Elizabeth, South AfricaHQ checked Sep 19, 2026	11-50	21 contacts →
	Partial evidence “Our experienced legal team can assist you with a full range of civil legal services and the Pagdens Financial Services team is available to assist you with your financial planning…” Source: RevenueBase Database · checked Sep 19, 2026
11	Johan Jacobs & Malcolm Moodie INC	Indirect evidence	Kempton Park, South AfricaHQ checked Sep 19, 2026	11-50	19 contacts →
	Indirect evidence “DIRECTORS JOHAN JACOBS Holds the degree BIuris and is the sole shareholder of the two companies who own the firm.” Source: RevenueBase Database · checked Sep 19, 2026
12	HVM Group	Indirect evidence	Durban, South AfricaHQ checked Sep 19, 2026	11-50	17 contacts →
	Indirect evidence “At HVM, we offer a range of specialized services designed to support and enhance your business and personal financial well-being: Accounting & Tax Navigating statutory and…” Source: RevenueBase Database · checked Sep 19, 2026
13	AMC Hunter INC	Partial evidence	Durban, South AfricaHQ checked Sep 19, 2026	11-50	16 contacts →
	Partial evidence “Well-established as one of the leading property law firms in KwaZulu-Natal, AMC Hunter Inc.” Source: RevenueBase Database · checked Sep 19, 2026
14	Vermeulen Attorneys	Indirect evidence	Johannesburg, South AfricaHQ checked Sep 19, 2026	11-50	16 contacts →
	Indirect evidence “At Vermeulen Attorneys, we strive first to understand your goals, and then to assist you in achieving those goals as quickly, efficiently, and cost-effectively as possible.” Source: RevenueBase Database · checked Sep 19, 2026
15	CA Trust Company	Partial evidence	Port Elizabeth, South AfricaHQ checked Sep 19, 2026	11-50	15 contacts →
	Partial evidence “Years of getting to know our clients has taught us that what people really need from a trust company is not only the know‑how and experience that large established companies can…” Source: RevenueBase Database · checked Sep 19, 2026
16	Oosthuizen Booyse And Associates INC	Indirect evidence	Hillcrest, South AfricaHQ checked Sep 19, 2026	11-50	11 contacts →
	Indirect evidence “The combined skills and business acumen of Partners, Deon and Juandré, have led to a thriving and growing practice.” Source: RevenueBase Database · checked Sep 19, 2026
17	Wessels VAN ZYL INC	Partial evidence	City Of Tshwane, South AfricaHQ checked Sep 19, 2026	11-50	11 contacts →
	Partial evidence “Wessels + van Zyl Inc is an established law firm (level 2 BEE rating) with offices in Cape Town and Pretoria.” Source: RevenueBase Database · checked Sep 19, 2026
18	The Confiance Group	Partial evidence	Bellville, South AfricaHQ checked Sep 19, 2026	11-50	10 contacts →
	Partial evidence “CONFIANCE was started in 1996 by Elize Bokelman as an Accounting Office with the focus on Tax Efficient planning for professional clients for their practices and wealth growth.” Source: RevenueBase Database · checked Sep 19, 2026
19	Hausberger Financial Services	Indirect evidence	Fourways, South AfricaHQ checked Sep 19, 2026	11-50	9 contacts →
	Indirect evidence “Our services include helping you anticipate risk and putting measures in place for the times you’d rather not think about - but have a responsibility to plan for.” Source: RevenueBase Database · checked Sep 19, 2026
20	Lifesense Financial Services	Indirect evidence	Sandton, South AfricaHQ checked Sep 19, 2026	11-50	9 contacts →
	Indirect evidence “LifeSense Financial Services has over 25 years of experience providing South Africans with top quality financial services solutions.” Source: RevenueBase Database · checked Sep 19, 2026
21	Spence Attorneys, Notaries & Conveyancers	Partial evidence	Cape Town, South AfricaHQ checked Sep 19, 2026	1-10	8 contacts →
	Partial evidence “Spence Attorneys, Notaries & Conveyancers is a Pinelands-based law firm specialising in notarial services, conveyancing, wills & estates administration, trusts, curatorships and…” Source: RevenueBase Database · checked Sep 19, 2026
22	Appleton	Indirect evidence	Constantia, South AfricaHQ checked Sep 19, 2026	51-200	8 contacts →
	Indirect evidence “Appleton Fiduciary Services provides the highest levels of service, attention, professionalism and efficiency.” Source: RevenueBase Database · checked Sep 19, 2026
23	Joshila Desai INC	Partial evidence	Randburg, South AfricaHQ checked Sep 19, 2026	11-50	7 contacts →
	Partial evidence “Established in 2004 Joshila Desai Inc is a young dynamic,niche law firm.” Source: RevenueBase Database · checked Sep 19, 2026
24	CHA LAW	Partial evidence	Cape Town, South AfricaHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial evidence “Specialists in deceased estate administration and disputes.” Source: RevenueBase Database · checked Sep 19, 2026
25	BAY Wealth Management	Indirect evidence	Port Elizabeth, South AfricaHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Bay Wealth Management was founded in 2003 by Adrian Meistre as a holistic and independent wealth management and financial services provider.” 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 213 estate planning firms based in South Africa

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Estate planning firms based in South Africa at a glance

As of Sep 19, 2026

45.8%Verified-email coverage

13.9Average contacts per company

1-10Median size (employees)

14.1%Largest-city concentration · Johannesburg

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

149

11-50

51-200

501-1,000

10001+

Email recency for this list is measured worldwide rather than for South Africa, so it is reported there. Company counts and contact totals on this page are exact for South Africa, over 213 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 South Africa 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 South Africa 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, 1,353 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 Johannesburg30
Estate planning firms in Cape Town27

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 South Africa?

RevenueBase identified 213 estate planning firms headquartered in South Africa 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?

PSG Wealth, headquartered in Waterfall, tops this list with the largest team on record.

Which city has the most estate planning firms?

Johannesburg leads with 30 headquartered companies, followed by Cape Town (27) and Pretoria (13).

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 1,353 verified decision-maker contacts tracked across these 213 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.