Company lists · Data refreshed September 2026
Top 25 Estate planning service providers based in South Africa
RevenueBase identified 139 company matches for estate planning service providers associated with South Africa as of September 2026 and tracks 1,405 professional contacts across them, including 575 with verified work emails. Johannesburg is the largest hub.
This list covers company matches for estate planning service providers associated with South Africa, 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 service providers based in South Africa
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 718 contacts → | ||||
Exact match “Trust us to help you Leave a Legacy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 49 contacts → | ||||
Exact match “Ascor™ Group of Companies - Independent Wealth Managers.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 30 contacts → | ||||
Exact match “BRIEF HISTORY OF RORICH WOLMARANS & LUDERITZ INC: The company was founded in 1948 by one G.S.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 22 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 19 contacts → | ||||
Exact match “DIRECTORS JOHAN JACOBS Holds the degree BIuris and is the sole shareholder of the two companies who own the firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 19 contacts → | ||||
Exact match “At PSG Wealth Pretoria East we offer trusted wealth planning, investment management, fiduciary services, and estate planning to individuals, families, and businesses.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 17 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 15 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 10 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 9 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 9 contacts → | ||||
Exact match “LifeSense Financial Services has over 25 years of experience providing South Africans with top quality financial services solutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 8 contacts → | ||||
Exact match “Spence Attorneys, Notaries & Conveyancers is a Pinelands-based law firm specialising in notarial services, conveyancing, wills & estates administration, trusts, curatorships and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 8 contacts → | ||||
Exact match “Appleton Fiduciary Services provides the highest levels of service, attention, professionalism and efficiency.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 6 contacts → | ||||
Exact match “At Attieh and Associates, we tailor-make our financial plans to suit the needs of both individuals and businesses.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 6 contacts → | ||||
Exact match “Bay Wealth Management was founded in 2003 by Adrian Meistre as a holistic and independent wealth management and financial services provider.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 6 contacts → | ||||
Exact match “We focus on conveyancing, commercial legal services, the Administration of Estates, estate planning and marriage and cohabitation contracts.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 5 contacts → | ||||
Exact match “Finlac provides professional, independent financial planning and advisory services through top legal and financial experts.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 5 contacts → | ||||
Exact match “Born out of the need to provide clients with honest and unbiased advice.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 5 contacts → | ||||
Exact match “We offer the full range of fiduciary services to the high net worth individual, i.e.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 5 contacts → | ||||
Exact match “Trustees for the Future (Pty) Ltd is a company dedicated to serve you as a client with regard to your succession planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 5 contacts → | ||||
Exact match “Du Toit, Butler & Olckers is a dynamic firm of Attorneys, Conveyancers & Notaries.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match “At Schulz Attorneys, you will receive more than just simple legal advice; we will help you to protect your business and personal interests by implementing an effective and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “Marsh Fidelity is a deceased estate and fiduciary business based KwaZulu-Natal.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 3 contacts → | ||||
Exact match “Mtshabe Attorneys Incorporated is a dynamic, 100% female-run law firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “The U-Sorted Financial Services is a proud partner of Capital Legacy, South Africa’s leading provider of Wills and Estate Administration.” 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 service providers”. 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 139 estate planning service providers based in South Africa
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Estate planning service providers based in South Africa at a glance
As of Sep 20, 2026Companies by employee count
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 139 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 South Africa whose business descriptions match “estate planning service providers” 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 575 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.
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 service providers”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many estate planning service providers are there based in South Africa?
RevenueBase identified 139 company matches for estate planning service providers associated with South Africa 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?
Capital Legacy tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most estate planning service providers?
Johannesburg leads with 21 company records, followed by Cape Town (17) and Pretoria (8).
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 575 professional contacts with verified work emails tracked across these 139 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 139 estate planning service providers based in South Africa. Start with a free account, no credit card.
Download this list →Related lists
Estate planning service providers by geography
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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 service providers based in Calgary, Canada
- Estate planning service providers based in Toronto, Canada
- Estate planning service providers based in Vancouver, Canada
- Estate planning service providers based in Atlanta, United States
- Estate planning service providers based in Austin, United States
- Estate planning service providers based in Bellevue, United States
Company intelligence · public preview
Top 25 estate planning service providers based in South Africa
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 139 matching company records for estate planning service providers based in South Africa, with 1,405 tracked contacts and 575 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 service providers based in South Africa
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 |  Capital Legacycapitallegacy.co.zaHQ: Bryanston, South AfricaReported employees: 501-1,000 | Bryanston, South Africa | 501-1,000 | Exact match | 718 contacts → |
“Trust us to help you Leave a Legacy.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Ascor Independent Wealth Managersascor.co.zaHQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 49 contacts → |
“Ascor™ Group of Companies - Independent Wealth Managers.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Rorich Wolmarans & Luderitz INCrwl.co.zaHQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 30 contacts → |
“BRIEF HISTORY OF RORICH WOLMARANS & LUDERITZ INC: The company was founded in 1948 by one G.S.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Legatus Trustlegatus.co.zaHQ: Randburg, South AfricaReported employees: 11-50 | Randburg, South Africa | 11-50 | Exact match | 22 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Johan Jacobs & Malcolm Moodie INCjjmm.co.zaHQ: Kempton Park, South AfricaReported employees: 11-50 | Kempton Park, South Africa | 11-50 | Exact match | 19 contacts → |
“DIRECTORS JOHAN JACOBS Holds the degree BIuris and is the sole shareholder of the two companies who own the firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  PSG Wealth Pretoria Eastpsg.co.zaHQ: Lynnwood Manor, South AfricaReported employees: 51-200 | Lynnwood Manor, South Africa | 51-200 | Exact match | 19 contacts → |
“At PSG Wealth Pretoria East we offer trusted wealth planning, investment management, fiduciary services, and estate planning to individuals, families, and businesses.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  HVM Grouphvm.co.zaHQ: Durban, South AfricaReported employees: 11-50 | Durban, South Africa | 11-50 | Exact match | 17 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  CA Trust Companycatc.co.zaHQ: Port Elizabeth, South AfricaReported employees: 11-50 | Port Elizabeth, South Africa | 11-50 | Exact match | 15 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  The Confiance Groupconfiance.co.zaHQ: Bellville, South AfricaReported employees: 11-50 | Bellville, South Africa | 11-50 | Exact match | 10 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Hausberger Financial Serviceshausbergerfs.co.za HQ: Fourways, South AfricaReported employees: 11-50 | Fourways, South Africa | 11-50 | Exact match | 9 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Lifesense Financial Serviceslifesensefs.co.za HQ: Sandton, South AfricaReported employees: 11-50 | Sandton, South Africa | 11-50 | Exact match | 9 contacts → |
“LifeSense Financial Services has over 25 years of experience providing South Africans with top quality financial services solutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Spence Attorneys, Notaries & Conveyancersspencelaw.co.zaHQ: Cape Town, South AfricaReported employees: 1-10 | Cape Town, South Africa | 1-10 | Exact match | 8 contacts → |
“Spence Attorneys, Notaries & Conveyancers is a Pinelands-based law firm specialising in notarial services, conveyancing, wills & estates administration, trusts, curatorships and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Appletonappleton.comHQ: Constantia, South AfricaReported employees: 51-200 | Constantia, South Africa | 51-200 | Exact match | 8 contacts → |
“Appleton Fiduciary Services provides the highest levels of service, attention, professionalism and efficiency.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Attieh & Associatesattiehandassociates.co.zaHQ: Cape Town, South AfricaReported employees: 1-10 | Cape Town, South Africa | 1-10 | Exact match | 6 contacts → |
“At Attieh and Associates, we tailor-make our financial plans to suit the needs of both individuals and businesses.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | BAY Wealth Managementbaywealth.co.za HQ: Port Elizabeth, South AfricaReported employees: 1-10 | Port Elizabeth, South Africa | 1-10 | Exact match | 6 contacts → |
“Bay Wealth Management was founded in 2003 by Adrian Meistre as a holistic and independent wealth management and financial services provider.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  DU Plessis Attorneysadplaw.co.zaHQ: Bloemfontein, South AfricaReported employees: 1-10 | Bloemfontein, South Africa | 1-10 | Exact match | 6 contacts → |
“We focus on conveyancing, commercial legal services, the Administration of Estates, estate planning and marriage and cohabitation contracts.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Finlac Risk & Legal Managementfinlac.com HQ: Cape Town, South AfricaReported employees: 1-10 | Cape Town, South Africa | 1-10 | Exact match | 5 contacts → |
“Finlac provides professional, independent financial planning and advisory services through top legal and financial experts.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Fortem Financial Servicesfortemfs.co.za HQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 5 contacts → |
“Born out of the need to provide clients with honest and unbiased advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Crest Trustctrust.co.zaHQ: Centurion, South AfricaReported employees: 1-10 | Centurion, South Africa | 1-10 | Exact match | 5 contacts → |
“We offer the full range of fiduciary services to the high net worth individual, i.e.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Trustees For The Future PTY LTDtrusteesforthefuture.co.zaHQ: Potchefstroom, South AfricaReported employees: 11-50 | Potchefstroom, South Africa | 11-50 | Exact match | 5 contacts → |
“Trustees for the Future (Pty) Ltd is a company dedicated to serve you as a client with regard to your succession planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | DU Toit, Butler & Olckersdtbo.co.za HQ: Parys, South AfricaReported employees: 11-50 | Parys, South Africa | 11-50 | Exact match | 5 contacts → |
“Du Toit, Butler & Olckers is a dynamic firm of Attorneys, Conveyancers & Notaries.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Schulz Attorneysschulzattorneys.co.za HQ: Wartburg, South AfricaReported employees: 11-50 | Wartburg, South Africa | 11-50 | Exact match | 4 contacts → |
“At Schulz Attorneys, you will receive more than just simple legal advice; we will help you to protect your business and personal interests by implementing an effective and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Marsh Fidelitymarshfidelity.co.zaHQ: Durban, South AfricaReported employees: 1-10 | Durban, South Africa | 1-10 | Exact match | 4 contacts → |
“Marsh Fidelity is a deceased estate and fiduciary business based KwaZulu-Natal.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Mtshabe Attorneys Incorporatedmtshabe.co.zaHQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 3 contacts → |
“Mtshabe Attorneys Incorporated is a dynamic, 100% female-run law firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  U Sorted Financial Servicesusorted.co.zaHQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 3 contacts → |
“The U-Sorted Financial Services is a proud partner of Capital Legacy, South Africa’s leading provider of Wills and Estate Administration.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 139 company matches
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Estate planning service providers: 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
139 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 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 139 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 ↗
Questions about this company list
What does Exact match mean for estate planning service providers?
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 service providers did RevenueBase find based in South Africa?
The saved snapshot records 139 matching company records, 1,405 tracked contacts and 575 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 service providers by geography
- Estate planning service providers based in Calgary, Canada
- Estate planning service providers based in Toronto, Canada
- Estate planning service providers based in Vancouver, Canada
- Estate planning service providers based in Atlanta, United States
- Estate planning service providers based in Austin, United States
- Estate planning service providers based in Bellevue, United States
- Estate planning service providers based in Boca Raton, United States
- Estate planning service providers based in Boston, United States
- Estate planning service providers based in Charlotte, United States
- Estate planning service providers based in Chicago, United States
- Estate planning service providers based in Columbia, United States
- Estate planning service providers based in Coral Gables, United States
Cite this list
RevenueBase Data Team. Top 25 estate planning service providers based in South Africa. Snapshot: September 20, 2026. https://revenuebase.ai/companies/estate-planning-service-providers/south-africa.
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 service providers based in Calgary, Canada
- Estate planning service providers based in Toronto, Canada
- Estate planning service providers based in Vancouver, Canada
- Estate planning service providers based in Atlanta, United States
- Estate planning service providers based in Austin, United States
- Estate planning service providers based in Bellevue, United States
Company intelligence · public preview
Top 25 estate planning service providers based in South Africa
RevenueBase records 139 matching company records for estate planning service providers based in South Africa, with 1,405 tracked contacts and 575 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 service providers based in South Africa
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 | Capital Legacycapitallegacy.co.za HQ: Bryanston, South AfricaReported employees: 501-1,000 | Bryanston, South Africa | 501-1,000 | Exact match | 718 contacts → |
“Trust us to help you Leave a Legacy.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Ascor Independent Wealth Managersascor.co.za HQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 49 contacts → |
“Ascor™ Group of Companies - Independent Wealth Managers.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Rorich Wolmarans & Luderitz INCrwl.co.za HQ: Pretoria, South AfricaReported employees: 11-50 | Pretoria, South Africa | 11-50 | Exact match | 30 contacts → |
“BRIEF HISTORY OF RORICH WOLMARANS & LUDERITZ INC: The company was founded in 1948 by one G.S.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Legatus Trustlegatus.co.za HQ: Randburg, South AfricaReported employees: 11-50 | Randburg, South Africa | 11-50 | Exact match | 22 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Johan Jacobs & Malcolm Moodie INCjjmm.co.za HQ: Kempton Park, South AfricaReported employees: 11-50 | Kempton Park, South Africa | 11-50 | Exact match | 19 contacts → |
“DIRECTORS JOHAN JACOBS Holds the degree BIuris and is the sole shareholder of the two companies who own the firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | PSG Wealth Pretoria Eastpsg.co.za HQ: Lynnwood Manor, South AfricaReported employees: 51-200 | Lynnwood Manor, South Africa | 51-200 | Exact match | 19 contacts → |
“At PSG Wealth Pretoria East we offer trusted wealth planning, investment management, fiduciary services, and estate planning to individuals, families, and businesses.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HVM Grouphvm.co.za HQ: Durban, South AfricaReported employees: 11-50 | Durban, South Africa | 11-50 | Exact match | 17 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | CA Trust Companycatc.co.za HQ: Port Elizabeth, South AfricaReported employees: 11-50 | Port Elizabeth, South Africa | 11-50 | Exact match | 15 contacts → |
“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…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | The Confiance Groupconfiance.co.za HQ: Bellville, South AfricaReported employees: 11-50 | Bellville, South Africa | 11-50 | Exact match | 10 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Hausberger Financial Serviceshausbergerfs.co.za HQ: Fourways, South AfricaReported employees: 11-50 | Fourways, South Africa | 11-50 | Exact match | 9 contacts → |
“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.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Lifesense Financial Serviceslifesensefs.co.za HQ: Sandton, South AfricaReported employees: 11-50 | Sandton, South Africa | 11-50 | Exact match | 9 contacts → |
“LifeSense Financial Services has over 25 years of experience providing South Africans with top quality financial services solutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Spence Attorneys, Notaries & Conveyancersspencelaw.co.za HQ: Cape Town, South AfricaReported employees: 1-10 | Cape Town, South Africa | 1-10 | Exact match | 8 contacts → |
“Spence Attorneys, Notaries & Conveyancers is a Pinelands-based law firm specialising in notarial services, conveyancing, wills & estates administration, trusts, curatorships and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Appletonappleton.com HQ: Constantia, South AfricaReported employees: 51-200 | Constantia, South Africa | 51-200 | Exact match | 8 contacts → |
“Appleton Fiduciary Services provides the highest levels of service, attention, professionalism and efficiency.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Attieh & Associatesattiehandassociates.co.za HQ: Cape Town, South AfricaReported employees: 1-10 | Cape Town, South Africa | 1-10 | Exact match | 6 contacts → |
“At Attieh and Associates, we tailor-make our financial plans to suit the needs of both individuals and businesses.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | BAY Wealth Managementbaywealth.co.za HQ: Port Elizabeth, South AfricaReported employees: 1-10 | Port Elizabeth, South Africa | 1-10 | Exact match | 6 contacts → |
“Bay Wealth Management was founded in 2003 by Adrian Meistre as a holistic and independent wealth management and financial services provider.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | DU Plessis Attorneysadplaw.co.za HQ: Bloemfontein, South AfricaReported employees: 1-10 | Bloemfontein, South Africa | 1-10 | Exact match | 6 contacts → |
“We focus on conveyancing, commercial legal services, the Administration of Estates, estate planning and marriage and cohabitation contracts.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Finlac Risk & Legal Managementfinlac.com HQ: Cape Town, South AfricaReported employees: 1-10 | Cape Town, South Africa | 1-10 | Exact match | 5 contacts → |
“Finlac provides professional, independent financial planning and advisory services through top legal and financial experts.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Fortem Financial Servicesfortemfs.co.za HQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 5 contacts → |
“Born out of the need to provide clients with honest and unbiased advice.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Crest Trustctrust.co.za HQ: Centurion, South AfricaReported employees: 1-10 | Centurion, South Africa | 1-10 | Exact match | 5 contacts → |
“We offer the full range of fiduciary services to the high net worth individual, i.e.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Trustees For The Future PTY LTDtrusteesforthefuture.co.za HQ: Potchefstroom, South AfricaReported employees: 11-50 | Potchefstroom, South Africa | 11-50 | Exact match | 5 contacts → |
“Trustees for the Future (Pty) Ltd is a company dedicated to serve you as a client with regard to your succession planning.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | DU Toit, Butler & Olckersdtbo.co.za HQ: Parys, South AfricaReported employees: 11-50 | Parys, South Africa | 11-50 | Exact match | 5 contacts → |
“Du Toit, Butler & Olckers is a dynamic firm of Attorneys, Conveyancers & Notaries.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Schulz Attorneysschulzattorneys.co.za HQ: Wartburg, South AfricaReported employees: 11-50 | Wartburg, South Africa | 11-50 | Exact match | 4 contacts → |
“At Schulz Attorneys, you will receive more than just simple legal advice; we will help you to protect your business and personal interests by implementing an effective and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Marsh Fidelitymarshfidelity.co.za HQ: Durban, South AfricaReported employees: 1-10 | Durban, South Africa | 1-10 | Exact match | 4 contacts → |
“Marsh Fidelity is a deceased estate and fiduciary business based KwaZulu-Natal.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Mtshabe Attorneys Incorporatedmtshabe.co.za HQ: Johannesburg, South AfricaReported employees: 1-10 | Johannesburg, South Africa | 1-10 | Exact match | 3 contacts → |
“Mtshabe Attorneys Incorporated is a dynamic, 100% female-run law firm.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | U Sorted Financial Servicesusorted.co.za HQ: Johannesburg, South AfricaReported employees: 11-50 | Johannesburg, South Africa | 11-50 | Exact match | 3 contacts → |
“The U-Sorted Financial Services is a proud partner of Capital Legacy, South Africa’s leading provider of Wills and Estate Administration.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Estate planning service providers: 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
139 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 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 139 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 ↗
Questions about this company list
What does Exact match mean for estate planning service providers?
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 service providers did RevenueBase find based in South Africa?
The saved snapshot records 139 matching company records, 1,405 tracked contacts and 575 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.
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Cite this list
RevenueBase Data Team. Top 25 estate planning service providers based in South Africa. Snapshot: September 20, 2026. https://revenuebase.ai/companies/estate-planning-service-providers/south-africa.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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