Company lists · Data refreshed September 2026
Top 25 Estate planning software companies based in the United States
RevenueBase identified 267 estate planning software companies headquartered in the United States as of September 2026 and tracks 1,521 professional contacts across them, including 753 with verified work emails and 731 with mobile numbers. New York is the largest hub.
This list covers estate planning software companies headquartered in the 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 2, 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.
The 25 largest estate planning software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 156 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 2, 2026Thanks. The Data Team will review it. | |||||
| 2 | 139 contacts → | ||||
Strong evidence “WealthCounsel has been helping estate planning and elder law attorneys practice excellence for more than twenty-five years.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 3 | 135 contacts → | ||||
Strong evidence “Founded in 2017, Trust & Will is the leading digital estate planning platform in the U.S, trusted by over one million individuals and families.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 4 | 133 contacts → | ||||
Strong evidence “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.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 5 | 57 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 6 | 36 contacts → | ||||
Strong evidence “Estate Guru is an attorney-embedded estate planning software made for advisors and professionals who offer estate planning, including institutions and attorneys.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 7 | 25 contacts → | ||||
Strong evidence “Lawyers with Purpose is a full-practice management organization for attorneys practicing in estate planning, elder law, Medicaid planning, asset protection, Special Needs…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 8 | 22 contacts → | ||||
Indirect evidence “Lawvex, LLP is a California law firm that helps individuals, families, and business owners plan intentionally, steward what they build, and transition wealth and businesses with…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 9 | 22 contacts → | ||||
Strong evidence “Carolina Family Estate Planning was built with the needs of growing families in mind.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 10 | 21 contacts → | ||||
Indirect evidence “We help large companies win new revenue streams with embeddable Wills and Trust products.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 11 | 20 contacts → | ||||
Strong evidence “A consultative, financially astute, and legally sound approach to estate planning and asset protection.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 12 | 18 contacts → | ||||
Strong evidence “Our Northshore, IL estate planning lawyers draft custom documents and advise clients about wills, powers of attorney for health care and durable powers of attorney for property.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 13 | 12 contacts → | ||||
Strong evidence “Giving Docs helps nonprofits empower their supporters with free high-quality online estate planning tools, in order to advance the impact of planned giving.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 14 | 12 contacts → | ||||
Partial evidence “A pioneer of estate management services, The Estate Registry provides cloud-based tools and services for inter-generational estate management.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 15 | 10 contacts → | ||||
Strong evidence “FastWill is a digital platform designed to make estate planning simple, accessible and fun.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 16 | 9 contacts → | ||||
Strong evidence “LegalGEN is an AI-powered estate planning platform that helps attorneys grow their practice and expand access.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 17 | 7 contacts → | ||||
Strong evidence “GoodTrust offers complete estate-planning and digital-security tools as well as ways to preserve and share the memories you’ve created online.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 18 | 7 contacts → | ||||
Partial evidence “Our mission is to ensure every American adult has an estate plan in place to ensure their legacy and protect their family's future.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 19 | 6 contacts → | ||||
Strong evidence “Why should you choose our firm to help you with your estate planning over all of the other options available to you, including doing nothing?” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 20 | 6 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 21 | 6 contacts → | ||||
Indirect evidence “Alles Law - simplifying your path to great legal advice.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 22 | 5 contacts → | ||||
Strong evidence “Established in 1988, Estate Planning Specialists, LLC has assisted thousands of American's properly plan their estates.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 23 | 5 contacts → | ||||
Strong evidence “Dedicated to providing you with quality estate planning resources, we strive to arm you with the information you need to make an informed decision about your family's future.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 24 | 5 contacts → | ||||
Strong evidence “We offer all the traditional Estate Planning services of larger firms-from the simple to the complex-with an understandable, approachable style that will make you feel like part…” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 25 | 5 contacts → | ||||
Strong evidence “Bazikyan Law Group is a boutique estate planning firm serving the great Los Angeles area, with offices in Glendale and Sherman Oaks.” Source: RevenueBase Database · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: estate planning software companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names estate planning software companies.
- Partial evidence
- Its own public description names part of estate planning software companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name estate planning software companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 267 estate planning software companies based in the United States
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Estate planning software companies based in the United States at a glance
As of Sep 2, 2026Companies by employee count
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 software companies, 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 the United States whose own description of what they do matches “estate planning software companies”. 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 software companies), 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 software companies, and records with no verified work email. Companies headquartered outside United States 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, 753 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 2, 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.
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 software companies, 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 software companies are there based in the United States?
RevenueBase identified 267 estate planning software companies headquartered in the 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 software companies?
New York leads with 8 headquartered companies, followed by San Diego (5) and Scottsdale (4).
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 753 verified decision-maker contacts tracked across these 267 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 2, 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.
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