Company lists · Data refreshed September 2026

Top 23 Estate planning service providers based in New York, United States

Name: Estate planning service providers based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 132 companies tracked

RevenueBase identified 132 company matches for estate planning service providers associated with New York, United States as of September 2026 and tracks 693 professional contacts across them, including 366 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for estate planning service providers associated with New York, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

132Companies

693Contacts tracked

366Verified emails

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The 23 largest estate planning service providers based in New York, United States

Ranked by team size

Top 23 of 132 company matches for estate planning service providers based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Cassin & Cassin LLP	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	51-200	79 contacts →
	Exact match “Cassin & Cassin LLP, a law firm with three offices in New York City, Purchase, NY and Phoenix, AZ, has four decades of experience providing the highest quality of service to our…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Capital Management Group	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	40 contacts →
	Exact match “We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Ehrenkranz Partners LP	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	39 contacts →
	Exact match “Ehrenkranz Partners offers a comprehensive suite of advisory services, including investment management, family office services, estate planning counsel, and tax strategy.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Littman Krooks LLP	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	27 contacts →
	Exact match “Littman Krooks LLP combines extensive legal knowledge and expertise with individual attention to your needs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Morgan Legal Group P.C	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	26 contacts →
	Exact match “Our firm provides legal representation in all areas of: personal and business asset protection trust & estate planning wealth preservation elder law retirement planning wills and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Bridgewater Advisors INC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	25 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Mcmanus & Associates	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	21 contacts →
	Exact match “Now celebrating its 30 years, McManus & Associates continues to deliver the highest quality estate, income tax and philanthropic planning advisory services with the precision and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Gaber Group	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1-10	15 contacts →
	Exact match “At Gaber Group, we recognize that estate planning needs change over time, due to tax legislation, market volatility or personal circumstances.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Kilter Group	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1-10	12 contacts →
	Exact match “Kilter Group is an independent, innovative financial services firm at the forefront of the industry.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Fastwill	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	11-50	12 contacts →
	Exact match “FastWill is a digital platform designed to make estate planning simple, accessible and fun.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Schlesinger Lazetera & Auchincloss LLP	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “WITH SOPHISTICATED TRUST AND ESTATE SOLUTIONS – BE IT FOR COMPLEX ESTATE PLANNING SCENARIOS, DIFFICULT ESTATE ADMINISTRATIONS OR COMPLEX TAX AND ESTATE LITIGATIONS – WE LEAD…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Manice Budd & Baggett LLP	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “The law firm of Manice Budd & Baggett LLP, with attorneys licensed in New York, Connecticut, and Florida, specializes in counseling individuals, families, private foundations, and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Erwin, Marcus & Pathak P.C	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “Erwin & Marcus, P.C, formed in 2015, is the successor to Hill, Ullman & Erwin P.C, which since 1978 has guided clients through the process of wills, trusts, gift and estate…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Lara Sass & Associates, Pllc	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “As a boutique law firm dedicated exclusively to the practice of trusts and estates for high net worth individuals, we have extensive knowledge and practical experience advising…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Jill Miller & Associates, P.C	Exact match	New York, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “At Jill Miller & Associates, P.C.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Antonelli & Antonelli	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Our practice is focused primarily on probate, estate planning, and estate litigation.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Regina Kiperman, RK LAW PC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “RK Law PC advises clients in the areas of Probate, Estate & Trust Administration, Estate Planning, Contested and Uncontested Guardianship matters, Will Contests, Contested…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Maurice Kassimir & Associates, P.C	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Michael J. Greenberg, P.C	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Michael J.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Chaifetz & Chaifetz, LLC	Exact match	New York, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Lawrence Chaifetz is principal and partner at Chaifetz and Chaifetz, LLC.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Peller And Company, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “At Peller and Company, it is our mission to simplify the worlds of tax planning, estate planning, and retirement planning for all of our clients and friends, by navigating the…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	The Village LAW Firm	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “The Village Law Firm is a boutique law firm that caters to the estate planning needs of families and professionals in New York City and those with international estate planning…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Meirowitz LAW	Exact match	New York, NY, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Our firm was founded in 1993 by Clifford A.” 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 23 of 132 estate planning service providers based in New York, United States

See the full list, filter by size, metro and specialty, and access 366 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 20, 2026

52.8%Verified-email coverage

5.2Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

107

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 132 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 New York, United States 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 366 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 service providers by metro in the United States

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 New York, United States?

RevenueBase identified 132 company matches for estate planning service providers associated with New York, 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?

Cassin & Cassin LLP 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 service providers?

New York leads the United States with 132 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 366 professional contacts with verified work emails tracked across these 132 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.

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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.