Company lists · Data refreshed September 2026

Top 16 Estate planning service providers based in Bellevue, United States

RevenueBase identified 27 estate planning service providers headquartered in Bellevue, United States as of September 2026 and tracks 243 professional contacts across them, including 118 with verified work emails. New York is the largest hub.

This list covers estate planning service providers headquartered in Bellevue, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review
27Companies
243Contacts tracked
118Verified emails
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The 16 largest estate planning service providers based in Bellevue, United States

Ranked by team size
Top 16 of 27 estate planning service providers based in Bellevue, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to estate planning service providers: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceBellevue, WA, United StatesHQ checked Sep 20, 202651-200156 contacts →

Strong evidence

“Vanilla is the standout leader in estate planning technology, transforming how advisors deliver estate advice at scale.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceBellevue, WA, United StatesHQ checked Sep 20, 20261-109 contacts →

Indirect evidence

“Taking a 360-degree view means seeing something from all sides.”

Source: RevenueBase Database · checked Sep 20, 2026
3Strong evidenceBellevue, WA, United StatesHQ checked Sep 20, 20261-109 contacts →

Strong evidence

“Kirschner Rychlick PLLC is a law firm located in Bellevue Washington focusing on estate planning, probate/trust administration, and business law.”

Source: RevenueBase Database · checked Sep 20, 2026
4Partial evidenceBellevue, WA, United StatesHQ checked Sep 20, 20261-107 contacts →

Partial evidence

“The process of planning for the accumulation, conservation and ultimate distribution of wealth is a specialty of the Oak Street Law Group.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceBellevue, WA, United StatesHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

“Personalized expertise for high net worth individuals and families.”

Source: RevenueBase Database · checked Sep 20, 2026
6Strong evidenceBellevue, WA, United StatesHQ checked Sep 20, 20261-105 contacts →

Strong evidence

“Sound Legacy Wealth Advisors, LLC is an independent, boutique, employee-owned financial services firm focused on your financial success…through financial and estate planning…”

Source: RevenueBase Database · checked Sep 20, 2026
7Partial evidenceBellevue, WA, United StatesHQ checked Sep 20, 20261-105 contacts →

Partial evidence

“Founded by Steve Waltar in our mission is to help our clients and their families build and maintain effective estate plans, and to help those struggling with the loss of a loved…”

Source: RevenueBase Database · checked Sep 20, 2026
8Strong evidenceBellevue, WA, United StatesHQ checked Sep 20, 20261-105 contacts →

Strong evidence

“Kaufman Filppu Ford was founded to provide a coordinated approach to income tax, retirement, business, and estate planning for business owners, key executives, and other…”

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceBellevue, WA, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“We help business owners design and implement comprehensive financial strategies that will address all of their personal financial objectives.”

Source: RevenueBase Database · checked Sep 20, 2026
10Strong evidenceBellevue, WA, United StatesHQ checked Sep 20, 20261-103 contacts →

Strong evidence

“Our focus is limited exclusively to estate planning and estate administration.”

Source: RevenueBase Database · checked Sep 20, 2026
11Partial evidenceBellevue, United StatesHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“Civil law, real estate, small business & estate work”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceBellevue, WA, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

“Natasha Black Law is a Bellevue, Washington solo practice law firm.”

Source: RevenueBase Database · checked Sep 20, 2026
13Strong evidenceBellevue, WA, United StatesHQ checked Sep 20, 20261-101 contacts →

Strong evidence

“Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on…”

Source: RevenueBase Database · checked Sep 20, 2026
14Strong evidenceBellevue, WA, United StatesHQ checked Sep 20, 20261-101 contacts →

Strong evidence

Estate Planning attorney serving clients in the Seattle metro area.”

Source: RevenueBase Database · checked Sep 20, 2026
15Strong evidenceBellevue, WA, United StatesHQ checked Sep 20, 20261-101 contacts →

Strong evidence

Estate Planning, Probate, Trust, and Elder Law services in East King County”

Source: RevenueBase Database · checked Sep 20, 2026
16Strong evidenceBellevue, WA, United StatesHQ checked Sep 20, 20261-101 contacts →

Strong evidence

“Evergreen Law Firm PLLC serves clients throughout the state of Washington focusing in the areas of estate planning, estate administration, probate and small business formation.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 16 of 27 estate planning service providers based in Bellevue, United States

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Estate planning service providers based in Bellevue, United States at a glance

As of Sep 20, 2026
48.6%Verified-email coverage
9.0Average contacts per company
1-10Median size (employees)
488.9%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
24
11-50
2
51-200
1

Email recency for this list is measured across the whole United States list rather than for Bellevue, so it is reported there. Company counts and contact totals on this page are exact for Bellevue, over 27 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among estate planning service providers, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Bellevue, United States whose own description of what they do matches “estate planning service providers”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names estate planning service providers), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among estate planning service providers, and records with no verified work email. Companies headquartered outside Bellevue are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 118 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Estate planning service providers by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names estate planning service providers, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many estate planning service providers are there based in Bellevue, United States?

RevenueBase identified 27 estate planning service providers headquartered in Bellevue, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Vanilla, headquartered in Bellevue, tops this list with the largest team on record.

Which city has the most estate planning service providers?

New York leads with 132 headquartered companies, followed by Houston (87) and San Diego (79).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 118 verified decision-maker contacts tracked across these 27 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.