Company lists · Data refreshed September 2026

Top 25 Estate planning services based in the United States

Name: Estate planning services based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 6,068 companies tracked

RevenueBase identified 6,068 company matches for estate planning services associated with the United States as of September 2026 and tracks 28,088 professional contacts across them, including 13,478 with verified work emails. New York is the largest hub.

This list covers company matches for estate planning services associated with the 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

6,068Companies

28,088Contacts tracked

13,478Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest estate planning services based in the United States

Ranked by team size

Top 25 of 6,068 company matches for estate planning services based in the 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	Mission Wealth	Exact match	Santa Barbara, CA, United StatesHQ recorded Sep 20, 2026	201-500	192 contacts →
	Exact match “Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Harrison LLP	Exact match	12 U.s. Offices, IL, United StatesHQ recorded Sep 20, 2026	201-500	160 contacts →
	Exact match “Harrison LLP is a national law firm that assists clients in defining and achieving their private wealth goals, delivering peace of mind through sophisticated and practical legal…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Vanilla	Exact match	Bellevue, WA, United StatesHQ recorded Sep 20, 2026	51-200	156 contacts →
	Exact match “Vanilla is the standout leader in estate planning technology, transforming how advisors deliver estate advice at scale.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Hemenway & Barnes LLP	Exact match	Boston, MA, United StatesHQ recorded Sep 20, 2026	51-200	140 contacts →
	Exact match “Based in Boston, Hemenway & Barnes LLP has served for more than 160 years as trusted counsel to the region’s high net worth families, businesses, and nonprofit organizations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Midwest Trust Company	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	51-200	135 contacts →
	Exact match “Trust services that are rooted in meeting your goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Universal Wealth	Exact match	Surprise, AZ, United StatesHQ recorded Sep 20, 2026	1,001-5,000	133 contacts →
	Exact match “Universal Wealth is lead by Andre L.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Trust & Will	Exact match	San Diego, CA, United StatesHQ recorded Sep 20, 2026	51-200	131 contacts →
	Exact match “Founded in 2017, Trust & Will is the leading digital estate planning platform in the U.S, trusted by over one million individuals and families.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	wealth.com	Exact match	Tempe, AZ, United StatesHQ recorded Sep 20, 2026	51-200	130 contacts →
	Exact match “Wealth.com is the industry’s leading estate and tax planning platform, empowering thousands of wealth management firms to modernize how planning guidance is delivered to clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	OATH	Exact match	Tulsa, OK, United StatesHQ recorded Sep 20, 2026	51-200	113 contacts →
	Exact match “Planning for your future can feel overwhelming.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	FRA Trust Advisors	Exact match	O Fallon, IL, United StatesHQ recorded Sep 20, 2026	11-50	95 contacts →
	Exact match “As estate planners we are committed to excellence and use the latest planning tools, so you won't have to risk experimentation on your own.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Berlin Patten Ebling, Pllc	Exact match	Sarasota, FL, United StatesHQ recorded Sep 20, 2026	51-200	92 contacts →
	Exact match “Berlin Patten Ebling is one of southwest Florida's few law firms concentrating on legal, title and litigation services specifically focused on real estate and estate planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Brown Streza	Exact match	Irvine, CA, United StatesHQ recorded Sep 20, 2026	51-200	91 contacts →
	Exact match “Brown \| Streza is a law firm providing exceptional, integrated legal services in the areas of tax, estate, business, charitable planning, mergers and acquisitions, business…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	JMG Financial Group, LTD	Exact match	Downers Grove, IL, United StatesHQ recorded Sep 20, 2026	51-200	89 contacts →
	Exact match “JMG Financial Group is a wealth management firm whose principal office location is in Downers Grove, Illinois.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Fisher, Tousey, Leas & Ball	Exact match	Jacksonville, FL, United StatesHQ recorded Sep 20, 2026	51-200	85 contacts →
	Exact match “Established in 1978, our team at Fisher, Tousey, Leas & Ball, P.A.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Melone Hatley, P.C	Exact match	Virginia Beach, VA, United StatesHQ recorded Sep 20, 2026	51-200	84 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	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
17	CG Financial Services	Exact match	Haslett, MI, United StatesHQ recorded Sep 20, 2026	51-200	75 contacts →
	Exact match “CG Financial Services provides adaptive financial planning for individuals and businesses in Michigan, North Carolina, and beyond.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	R.M. Davis	Exact match	Portland, ME, United StatesHQ recorded Sep 20, 2026	51-200	70 contacts →
	Exact match “Families, foundations and institutions deserve a wealth partner who thinks in decades, not days.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Evans & Davis	Exact match	Edmond, OK, United StatesHQ recorded Sep 20, 2026	51-200	60 contacts →
	Exact match “Evans & Davis is a national estate and business planning law firm with licensure in 42 states and offices in Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Creative Planning Legal, P.A	Exact match	Overland Park, KS, United StatesHQ recorded Sep 20, 2026	51-200	58 contacts →
	Exact match “Creative Planning Legal uses an array of estate planning techniques to assist clients with ensuring their wishes for their family and assets are fulfilled, as well as protecting…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Plante Moran Wealth Management	Exact match	Southfield, MI, United StatesHQ recorded Sep 20, 2026	201-500	58 contacts →
	Exact match “As wealth management advisors, our philosophy is simple: What matters to you, matters to us.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Culp Elliott & Carpenter, Pllc	Exact match	Charlotte, NC, United StatesHQ recorded Sep 20, 2026	11-50	56 contacts →
	Exact match “Founded in 1982 with the philosophy that successful individuals, entrepreneurs, business owners, and their families require innovative tax, legal and financial solutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	The Blum Firm, P.C	Exact match	Fort Worth, TX, United StatesHQ recorded Sep 20, 2026	51-200	55 contacts →
	Exact match “Founded in 1980, The Blum Firm has become a leader in the field of estate and tax planning and the related areas of asset protection planning, charitable planning, probate…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	Family First Firm	Exact match	Winter Park, FL, United StatesHQ recorded Sep 20, 2026	11-50	55 contacts →
	Exact match “We are a full service elder law firm dedicated to helping our clients protect themselves, their families, and their legacy through wills and trusts, advanced directives, Medicaid…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Prevail Strategies	Exact match	Leawood, KS, United StatesHQ recorded Sep 20, 2026	51-200	54 contacts →
	Exact match “At Prevail Innovative Wealth Strategies, we believe wealth is more than accumulation.” 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 services”. 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 6,068 estate planning services based in the United States

See the full list, filter by size, metro and specialty, and access 13,478 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Estate planning services based in the United States at a glance

As of Sep 20, 2026

48.0%Verified-email coverage

4.6Average contacts per company

1-10Median size (employees)

1.8%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

4,959

11-50

971

51-200

201-500

501-1,000

1,001-5,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 6,068 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 the United States whose business descriptions match “estate planning services” 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 13,478 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 services by metro

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 services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many estate planning services are there based in the United States?

RevenueBase identified 6,068 company matches for estate planning services associated with the 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?

Mission Wealth tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most estate planning services?

New York leads with 110 company records, followed by Houston (86) and San Diego (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 13,478 professional contacts with verified work emails tracked across these 6,068 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 6,068 estate planning services based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

Estate planning services by geography

Browse the directory

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.