Company lists · Data verified August 2026

Top 25 Estate planning software companies based in the United States

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

Compiled by the RevenueBase Data Team Verified Aug 28, 2026 267 companies tracked

There are 267 estate planning software companies headquartered in the United States (RevenueBase, August 2026). RevenueBase 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. Data current as of August 28, 2026.

267Companies

1,521Contacts tracked

753Verified emails

731Mobile numbers

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The 25 largest estate planning software companies based in the United States

Ranked by team size

Top 25 of 267 estate planning software companies based in the United States, ranked by team size, largest first. Data verified Aug 28, 2026. Click a count to unlock that company's people.
#	Company	HQ	Employees	Contacts	Verified emails
1	Vanilla	Bellevue, WA	51-200	156	73
2	Wealthcounsel, LLC	Jersey City, NJ	51-200	139	94
3	Trust & Will	San Diego, CA	51-200	135	92
4	wealth.com	Tempe, AZ	51-200	133	71
5	Creative Planning Legal, P.A	Overland Park, KS	51-200	57	45
6	Estate Guru	Provo, UT	11-50	36	25
7	Lawyers With Purpose	New Hartford, NY	11-50	25	13
8	Lawvex, LLP	Clovis, CA	11-50	22	14
9	Carolina Family Estate Planning	Cary, NC	11-50	22	9
10	Legal Karma	Austin, TX	11-50	21	12
11	Sharpe LAW Group	Plano, TX	11-50	20	16
12	Matlin LAW Group, P.C	Northbrook, IL	11-50	18	15
13	Giving Docs	Austin, TX	11-50	12	10
14	The Estate Registry	Wilmington, DE	11-50	12	2
15	Fastwill	New York, NY	11-50	10	5
16	Legalgen	Richardson, TX	11-50	9	1
17	Goodtrust	San Francisco, CA	11-50	7	4
18	Onedigitaltrust	Mclean, VA	11-50	7	2
19	Parman & Easterday, LLP	Oklahoma City, OK	11-50	6	5
20	Preston Estate Planning	San Diego, CA	51-200	6	4
21	Alles LAW	Grand Rapids, MI	1-10	6	4
22	Estate Planning Specialists	Gilbert, AZ	11-50	5	4
23	Nash Bean Ford & Brown, LLP	Moline, IL	11-50	5	4
24	Culpepper LAW LLC	Miamisburg, OH	1-10	5	2
25	Bazikyan LAW Group	Glendale, CA	1-10	5	1

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 Aug 28, 2026

1-10Median size (employees)

New YorkLargest hub · 8 HQs

731Contacts with mobile numbers

0Emails re-verified in last 30 days

Companies by employee count

1-10

224

11-50

51-200

Estate planning software companies by metro

Metro	Companies
Estate planning software companies in New York	8
Estate planning software companies in San Diego	5
Estate planning software companies in Scottsdale	4
Estate planning software companies in Austin	4
Estate planning software companies in Sacramento	4
Estate planning software companies in Miami	4
Estate planning software companies in Chicago	3

How this list was built

Source: The RevenueBase company graph: 21.3 million companies and 398.9 million professional contacts resolved from primary sources.
Inclusion: Companies whose own business descriptions match “estate planning software companies”, with match quality audited by blind human judging, and headquartered in the United States.
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: Contact records re-verify on a rolling cadence; 0 contacts on this list were re-verified in the last 30 days.
Refresh: Lists are refreshed periodically as the underlying company graph is re-verified. Last verified Aug 28, 2026.

Frequently asked

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

There are 267 estate planning software companies headquartered in the United States as of August 2026 (RevenueBase).

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 is refreshed periodically as the underlying company graph is re-verified. It was last verified on August 28, 2026.

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About this data

RevenueBase is a B2B contact data platform. Its company graph covers 21.3 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, the same data that powers RevenueBase's B2B data products and the free research portal.