Company lists · Data refreshed September 2026
Top 25 Estate planning firms based in Miami, United States
RevenueBase identified 73 company matches for estate planning firms associated with Miami, United States as of September 2026 and tracks 428 professional contacts across them, including 132 with verified work emails. Across the United States, New York is the largest hub for this category (199 companies); Miami has 73.
This list covers company matches for estate planning firms associated with Miami, 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.
The 25 largest estate planning firms based in Miami, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 119 contacts → | ||||
Exact match “NPC Financial (the South Florida Agency of Guardian Life) is a comprehensive financial services firm with offices in Miami, Hollywood, Boca Raton, and Miramar Beach.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 59 contacts → | ||||
Exact match “We are a Wealth Management Firm that designs comprehensive plans according to your life goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 15 contacts → | ||||
Exact match “The Elderly Care Law Firm of Tieesha N.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 13 contacts → | ||||
Exact match “Assure International is an independent and specialized consultancy firm focused on a holistic approach to the fiduciary and succession needs of HNWI, their families, and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 13 contacts → | ||||
Exact match “At Global Wealth Financial we work with affluent families from around the World regarding their wealth and succession planning needs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 12 contacts → | ||||
Exact match “We are a Miami-based legal boutique focusing on Probate and Trust Administration, Guardianship Administration and Litigation, Trust and Estates Litigation, and Estate Planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 11 contacts → | ||||
Exact match “We'll help you plan today to protect your tomorrow.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 10 contacts → | ||||
Exact match “Since 1925, Therrel Baisden, LLP has helped families and their closely held businesses plan for the future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 10 contacts → | ||||
Exact match “With over 23 years of experience, our Miami law firm works tirelessly on every client case in order to provide the best possible results.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 10 contacts → | ||||
Exact match “We are a full service law firm specializing in Title Closing Services, Real Estate Law, Estate Planning and Probate.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 9 contacts → | ||||
Exact match “Since its founding in 2001, Zamora, Hillman & Villavicencio has focused on providing consultation and representation in the areas of estate planning, probate, guardianship, trust…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 8 contacts → | ||||
Exact match “R&S INTERNATIONAL LAW GROUP, LLP is a legal services company based out of BRICKELL AVE, Miami, Florida, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 7 contacts → | ||||
Exact match “Richards & Partners is a Miami-based international tax, corporate, and estate planning law firm designed to fulfill the legal needs of a global clientele.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 6 contacts → | ||||
Exact match “At ScaleUp Legal, we bring a fresh, dynamic approach to intellectual property, corporate, contracts, commercial real estate, and estate law, offering a full range of legal…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 5 contacts → | ||||
Exact match “Miami Probate Lawyer.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 5 contacts → | ||||
Exact match “CPB Advisory es una empresa constituida en Estados Unidos que brinda servicios alrededor del mundo enfocados en la estructuración patrimonial y sucesoria, temas migratorios y…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 5 contacts → | ||||
Exact match “We are a family owned and operated law firm focused in Estate Planning and Probate, Real Estate Transactions and Litigation, as well as Civil Litigation.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 4 contacts → | ||||
Exact match “A Business, Immigration, and Estate Planning Law Firm” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 4 contacts → | ||||
Exact match “Meet Florida Probate Partners.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 4 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 3 contacts → | ||||
Exact match “Stolzenberg Gelles Flynn & Arango, LLP provides exceptional legal services in the areas of corporate, real estate, inheritance litigation, estate administration, business, and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 3 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “Bastet Family and Corporate Consulting es una firma especializada en la protección patrimonial y planeación sucesoral, con un enfoque exclusivo en la gestión y transmisión de…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 2 contacts → | ||||
Exact match “SMART • DEDICATED • EFFECTIVE RUBINSTEIN & ASSOCIATES, P.” 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 firms”. 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 73 estate planning firms based in Miami, United States
See the full list, filter by size, metro and specialty, and access 132 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Estate planning firms based in Miami, United States at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Miami, so it is reported there. Company counts and contact totals on this page are exact for Miami, over 73 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 Miami, United States whose business descriptions match “estate planning firms” 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 132 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 firms by metro in the United States
- Estate planning firms in New York199
- Estate planning firms in Houston131
- Estate planning firms in San Diego127
- Estate planning firms in Atlanta126
- Estate planning firms in Chicago126
- Estate planning firms in Dallas120
- Estate planning firms in Austin96
- Estate planning firms in Los Angeles90
- Estate planning firms in Denver88
- Estate planning firms in Scottsdale86
- Estate planning firms in Boca Raton78
- Estate planning firms in Tampa72
- Estate planning firms in Charlotte69
- Estate planning firms in San Francisco66
- Estate planning firms in Las Vegas65
- Estate planning firms in Irvine63
- Estate planning firms in Orlando59
- Estate planning firms in San Antonio56
- Estate planning firms in Boston54
- Estate planning firms in Portland54
- Estate planning firms in Phoenix52
- Estate planning firms in Jacksonville51
- Estate planning firms in Indianapolis47
- Estate planning firms in Seattle47
- Estate planning firms in Raleigh46
- Estate planning firms in Coral Gables45
- Estate planning firms in Fort Lauderdale44
- Estate planning firms in Washington43
- Estate planning firms in Sacramento42
- Estate planning firms in Columbia39
- Estate planning firms in Omaha38
- Estate planning firms in San Jose38
- Estate planning firms in Cincinnati37
- Estate planning firms in Walnut Creek37
- Estate planning firms in Bellevue35
- Estate planning firms in Columbus35
- Estate planning firms in Grand Rapids35
- Estate planning firms in Newport Beach35
- Estate planning firms in Fort Worth34
- Estate planning firms in Pasadena33
- Estate planning firms in Rochester33
- Estate planning firms in Springfield33
- Estate planning firms in Minneapolis32
- Estate planning firms in Pittsburgh32
- Estate planning firms in Tucson32
- Estate planning firms in Wilmington32
- Estate planning firms in Sarasota31
- Estate planning firms in Beverly Hills29
- Estate planning firms in Louisville29
- Estate planning firms in Oklahoma City29
- Estate planning firms in Naples28
- Estate planning firms in Reno28
- Estate planning firms in Cleveland27
- Estate planning firms in Roseville26
- Estate planning firms in Albuquerque25
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 firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many estate planning firms are there based in Miami, United States?
RevenueBase identified 73 company matches for estate planning firms associated with Miami, 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?
NPC Financial 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 firms?
New York leads the United States with 199 company records, followed by Houston (131) and San Diego (127). Miami has 73.
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 132 professional contacts with verified work emails tracked across these 73 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.
Ready to reach these companies? Verified emails and direct dials for all 73 estate planning firms based in Miami, United States. Start with a free account, no credit card.
Download this list →Related lists
Estate planning firms by geography
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- Estate planning firms based in Albuquerque, United States
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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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Estate planning firms based in Calgary, Canada
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Company intelligence · public preview
Top 25 estate planning firms based in Miami, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 73 matching company records for estate planning firms based in Miami, United States, with 428 tracked contacts and 132 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 estate planning firms based in Miami, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  NPC Financialnpcfinancial.comHQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 119 contacts → |
“NPC Financial (the South Florida Agency of Guardian Life) is a comprehensive financial services firm with offices in Miami, Hollywood, Boca Raton, and Miramar Beach.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Perfect Circle INCperfectcircle.lifeHQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 59 contacts → |
“We are a Wealth Management Firm that designs comprehensive plans according to your life goals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Elderly Care LAW Firmelderlycarelawfirm.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 15 contacts → |
“The Elderly Care Law Firm of Tieesha N.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Assure International Services LLCassureinternational.usHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 13 contacts → |
“Assure International is an independent and specialized consultancy firm focused on a holistic approach to the fiduciary and succession needs of HNWI, their families, and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Global Wealth Financialglobalwealthfinancial.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 13 contacts → |
“At Global Wealth Financial we work with affluent families from around the World regarding their wealth and succession planning needs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Sloto & Diamond, Pllcslotolaw.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 12 contacts → |
“We are a Miami-based legal boutique focusing on Probate and Trust Administration, Guardianship Administration and Litigation, Trust and Estates Litigation, and Estate Planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Blake Harris LAWblakeharrislaw.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 11 contacts → |
“We'll help you plan today to protect your tomorrow.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Therrel Baisden, LLPtherrelbaisden.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 10 contacts → |
“Since 1925, Therrel Baisden, LLP has helped families and their closely held businesses plan for the future.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Hoffman & Hoffman P.Ahoffmanpa.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 10 contacts → |
“With over 23 years of experience, our Miami law firm works tirelessly on every client case in order to provide the best possible results.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Nuñez Estate LAW & Titlenunezlawfl.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 10 contacts → |
“We are a full service law firm specializing in Title Closing Services, Real Estate Law, Estate Planning and Probate.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Zamora, Hillman And Villavicenciozhlaw.netHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 9 contacts → |
“Since its founding in 2001, Zamora, Hillman & Villavicencio has focused on providing consultation and representation in the areas of estate planning, probate, guardianship, trust…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  R&s International LAW Group, LLPrsmiami.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 8 contacts → |
“R&S INTERNATIONAL LAW GROUP, LLP is a legal services company based out of BRICKELL AVE, Miami, Florida, United States.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Richards & Partners, P.Arichards-law.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 7 contacts → |
“Richards & Partners is a Miami-based international tax, corporate, and estate planning law firm designed to fulfill the legal needs of a global clientele.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Scaleup Legalscaleup.legalHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 6 contacts → |
“At ScaleUp Legal, we bring a fresh, dynamic approach to intellectual property, corporate, contracts, commercial real estate, and estate law, offering a full range of legal…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Bryant LAW Firmmiamiprobatefirm.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 5 contacts → |
“Miami Probate Lawyer.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | CPB Advisorycpb-advisory.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 5 contacts → |
“CPB Advisory es una empresa constituida en Estados Unidos que brinda servicios alrededor del mundo enfocados en la estructuración patrimonial y sucesoria, temas migratorios y…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Vasallo LAW Groupvasalloandvasallo.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 5 contacts → |
“We are a family owned and operated law firm focused in Estate Planning and Probate, Real Estate Transactions and Litigation, as well as Civil Litigation.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  GEB Global, PAgebglobal.orgHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 4 contacts → |
“A Business, Immigration, and Estate Planning Law Firm” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Florida Probate Partnersfloridaprobatepartners.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 4 contacts → |
“Meet Florida Probate Partners.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | LAW Office Of Gina R. Chevallier, P.Achevallierlaw.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 21 |  Stolzenberg Gelles Flynn & Arango, LLPsgfcounsel.comHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 3 contacts → |
“Stolzenberg Gelles Flynn & Arango, LLP provides exceptional legal services in the areas of corporate, real estate, inheritance litigation, estate administration, business, and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Lamchick LAW Group, PAlamchick.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 | Irama Valdes, P.Aprobatelawmiami.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 24 |  Bastet Family And Corporate Consultingbastet-fcc.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 3 contacts → |
“Bastet Family and Corporate Consulting es una firma especializada en la protección patrimonial y planeación sucesoral, con un enfoque exclusivo en la gestión y transmisión de…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Rubinstein & Associates, P.Arubinsteinlawfirm.comHQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 2 contacts → |
“SMART • DEDICATED • EFFECTIVE RUBINSTEIN & ASSOCIATES, P.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 73 company matches
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Estate planning firms: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
73 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Miami, so it is reported there. Company counts and contact totals on this page are exact for Miami, over 73 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Estate planning firms by metro in the United States
- Estate planning firms in New York199
- Estate planning firms in Houston131
- Estate planning firms in San Diego127
- Estate planning firms in Atlanta126
- Estate planning firms in Chicago126
- Estate planning firms in Dallas120
- Estate planning firms in Austin96
- Estate planning firms in Los Angeles90
- Estate planning firms in Denver88
- Estate planning firms in Scottsdale86
- Estate planning firms in Boca Raton78
- Estate planning firms in Tampa72
- Estate planning firms in Charlotte69
- Estate planning firms in San Francisco66
- Estate planning firms in Las Vegas65
- Estate planning firms in Irvine63
- Estate planning firms in Orlando59
- Estate planning firms in San Antonio56
- Estate planning firms in Boston54
- Estate planning firms in Portland54
- Estate planning firms in Phoenix52
- Estate planning firms in Jacksonville51
- Estate planning firms in Indianapolis47
- Estate planning firms in Seattle47
- Estate planning firms in Raleigh46
- Estate planning firms in Coral Gables45
- Estate planning firms in Fort Lauderdale44
- Estate planning firms in Washington43
- Estate planning firms in Sacramento42
- Estate planning firms in Columbia39
- Estate planning firms in Omaha38
- Estate planning firms in San Jose38
- Estate planning firms in Cincinnati37
- Estate planning firms in Walnut Creek37
- Estate planning firms in Bellevue35
- Estate planning firms in Columbus35
- Estate planning firms in Grand Rapids35
- Estate planning firms in Newport Beach35
- Estate planning firms in Fort Worth34
- Estate planning firms in Pasadena33
- Estate planning firms in Rochester33
- Estate planning firms in Springfield33
- Estate planning firms in Minneapolis32
- Estate planning firms in Pittsburgh32
- Estate planning firms in Tucson32
- Estate planning firms in Wilmington32
- Estate planning firms in Sarasota31
- Estate planning firms in Beverly Hills29
- Estate planning firms in Louisville29
- Estate planning firms in Oklahoma City29
- Estate planning firms in Naples28
- Estate planning firms in Reno28
- Estate planning firms in Cleveland27
- Estate planning firms in Roseville26
- Estate planning firms in Albuquerque25
Questions about this company list
What does Exact match mean for estate planning firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many estate planning firms did RevenueBase find based in Miami, United States?
The saved snapshot records 73 matching company records, 428 tracked contacts and 132 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Estate planning firms by geography
- Estate planning firms based in Calgary, Canada
- Estate planning firms based in Edmonton, Canada
- Estate planning firms based in Mississauga, Canada
- Estate planning firms based in Ottawa, Canada
- Estate planning firms based in Toronto, Canada
- Estate planning firms based in Vancouver, Canada
- Estate planning firms based in Albuquerque, United States
- Estate planning firms based in Atlanta, United States
- Estate planning firms based in Austin, United States
- Estate planning firms based in Bellevue, United States
- Estate planning firms based in Beverly Hills, United States
- Estate planning firms based in Boca Raton, United States
Cite this list
RevenueBase Data Team. Top 25 estate planning firms based in Miami, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/estate-planning-firms/united-states/miami.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Estate planning firms based in Calgary, Canada
- Estate planning firms based in Edmonton, Canada
- Estate planning firms based in Mississauga, Canada
- Estate planning firms based in Ottawa, Canada
- Estate planning firms based in Toronto, Canada
- Estate planning firms based in Vancouver, Canada
Company intelligence · public preview
Top 25 estate planning firms based in Miami, United States
RevenueBase records 73 matching company records for estate planning firms based in Miami, United States, with 428 tracked contacts and 132 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 estate planning firms based in Miami, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | NPC Financialnpcfinancial.com HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 119 contacts → |
“NPC Financial (the South Florida Agency of Guardian Life) is a comprehensive financial services firm with offices in Miami, Hollywood, Boca Raton, and Miramar Beach.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Perfect Circle INCperfectcircle.life HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 59 contacts → |
“We are a Wealth Management Firm that designs comprehensive plans according to your life goals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Elderly Care LAW Firmelderlycarelawfirm.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 15 contacts → |
“The Elderly Care Law Firm of Tieesha N.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Assure International Services LLCassureinternational.us HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 13 contacts → |
“Assure International is an independent and specialized consultancy firm focused on a holistic approach to the fiduciary and succession needs of HNWI, their families, and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Global Wealth Financialglobalwealthfinancial.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 13 contacts → |
“At Global Wealth Financial we work with affluent families from around the World regarding their wealth and succession planning needs.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Sloto & Diamond, Pllcslotolaw.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 12 contacts → |
“We are a Miami-based legal boutique focusing on Probate and Trust Administration, Guardianship Administration and Litigation, Trust and Estates Litigation, and Estate Planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Blake Harris LAWblakeharrislaw.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 11 contacts → |
“We'll help you plan today to protect your tomorrow.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Therrel Baisden, LLPtherrelbaisden.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 10 contacts → |
“Since 1925, Therrel Baisden, LLP has helped families and their closely held businesses plan for the future.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Hoffman & Hoffman P.Ahoffmanpa.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 10 contacts → |
“With over 23 years of experience, our Miami law firm works tirelessly on every client case in order to provide the best possible results.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Nuñez Estate LAW & Titlenunezlawfl.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 10 contacts → |
“We are a full service law firm specializing in Title Closing Services, Real Estate Law, Estate Planning and Probate.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Zamora, Hillman And Villavicenciozhlaw.net HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 9 contacts → |
“Since its founding in 2001, Zamora, Hillman & Villavicencio has focused on providing consultation and representation in the areas of estate planning, probate, guardianship, trust…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | R&s International LAW Group, LLPrsmiami.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 8 contacts → |
“R&S INTERNATIONAL LAW GROUP, LLP is a legal services company based out of BRICKELL AVE, Miami, Florida, United States.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Richards & Partners, P.Arichards-law.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 7 contacts → |
“Richards & Partners is a Miami-based international tax, corporate, and estate planning law firm designed to fulfill the legal needs of a global clientele.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Scaleup Legalscaleup.legal HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 6 contacts → |
“At ScaleUp Legal, we bring a fresh, dynamic approach to intellectual property, corporate, contracts, commercial real estate, and estate law, offering a full range of legal…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Bryant LAW Firmmiamiprobatefirm.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 5 contacts → |
“Miami Probate Lawyer.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | CPB Advisorycpb-advisory.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 5 contacts → |
“CPB Advisory es una empresa constituida en Estados Unidos que brinda servicios alrededor del mundo enfocados en la estructuración patrimonial y sucesoria, temas migratorios y…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Vasallo LAW Groupvasalloandvasallo.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 5 contacts → |
“We are a family owned and operated law firm focused in Estate Planning and Probate, Real Estate Transactions and Litigation, as well as Civil Litigation.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | GEB Global, PAgebglobal.org HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 4 contacts → |
“A Business, Immigration, and Estate Planning Law Firm” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Florida Probate Partnersfloridaprobatepartners.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 4 contacts → |
“Meet Florida Probate Partners.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | LAW Office Of Gina R. Chevallier, P.Achevallierlaw.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 21 | Stolzenberg Gelles Flynn & Arango, LLPsgfcounsel.com HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 3 contacts → |
“Stolzenberg Gelles Flynn & Arango, LLP provides exceptional legal services in the areas of corporate, real estate, inheritance litigation, estate administration, business, and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Lamchick LAW Group, PAlamchick.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 23 | Irama Valdes, P.Aprobatelawmiami.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 3 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 24 | Bastet Family And Corporate Consultingbastet-fcc.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 3 contacts → |
“Bastet Family and Corporate Consulting es una firma especializada en la protección patrimonial y planeación sucesoral, con un enfoque exclusivo en la gestión y transmisión de…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Rubinstein & Associates, P.Arubinsteinlawfirm.com HQ: Miami, FL, United StatesReported employees: 1-10 | Miami, FL, United States | 1-10 | Exact match | 2 contacts → |
“SMART • DEDICATED • EFFECTIVE RUBINSTEIN & ASSOCIATES, P.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 73 company matches
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Estate planning firms: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
73 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Miami, so it is reported there. Company counts and contact totals on this page are exact for Miami, over 73 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Estate planning firms by metro in the United States
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Questions about this company list
What does Exact match mean for estate planning firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many estate planning firms did RevenueBase find based in Miami, United States?
The saved snapshot records 73 matching company records, 428 tracked contacts and 132 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Estate planning firms by geography
- Estate planning firms based in Calgary, Canada
- Estate planning firms based in Edmonton, Canada
- Estate planning firms based in Mississauga, Canada
- Estate planning firms based in Ottawa, Canada
- Estate planning firms based in Toronto, Canada
- Estate planning firms based in Vancouver, Canada
- Estate planning firms based in Albuquerque, United States
- Estate planning firms based in Atlanta, United States
- Estate planning firms based in Austin, United States
- Estate planning firms based in Bellevue, United States
- Estate planning firms based in Beverly Hills, United States
- Estate planning firms based in Boca Raton, United States
Cite this list
RevenueBase Data Team. Top 25 estate planning firms based in Miami, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/estate-planning-firms/united-states/miami.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Estate planning firms based in Calgary, Canada
- Estate planning firms based in Edmonton, Canada
- Estate planning firms based in Mississauga, Canada
- Estate planning firms based in Ottawa, Canada
- Estate planning firms based in Toronto, Canada
- Estate planning firms based in Vancouver, Canada