Company lists · Data refreshed September 2026
Top 25 Estate planning software companies based in the United States
RevenueBase identified 267 company matches for estate planning software companies associated with 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 company matches for estate planning software companies 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 2, 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.
The 25 largest estate planning software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 2, 2026 · View company records in RevenueBase | |||||
| 2 | 139 contacts → | ||||
Exact match “WealthCounsel has been helping estate planning and elder law attorneys practice excellence for more than twenty-five years.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 3 | 135 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 2, 2026 · View company records in RevenueBase | |||||
| 4 | 133 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 2, 2026 · View company records in RevenueBase | |||||
| 5 | 57 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 2, 2026 · View company records in RevenueBase | |||||
| 6 | 36 contacts → | ||||
Exact match “Estate Guru is an attorney-embedded estate planning software made for advisors and professionals who offer estate planning, including institutions and attorneys.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 7 | 25 contacts → | ||||
Exact match “Lawyers with Purpose is a full-practice management organization for attorneys practicing in estate planning, elder law, Medicaid planning, asset protection, Special Needs…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 8 | 22 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 9 | 22 contacts → | ||||
Exact match “Carolina Family Estate Planning was built with the needs of growing families in mind.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 10 | 21 contacts → | ||||
Exact match “We help large companies win new revenue streams with embeddable Wills and Trust products.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 11 | 20 contacts → | ||||
Exact match “A consultative, financially astute, and legally sound approach to estate planning and asset protection.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 12 | 18 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 13 | 12 contacts → | ||||
Exact match “Giving Docs helps nonprofits empower their supporters with free high-quality online estate planning tools, in order to advance the impact of planned giving.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 14 | 12 contacts → | ||||
Exact match “A pioneer of estate management services, The Estate Registry provides cloud-based tools and services for inter-generational estate management.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 15 | 10 contacts → | ||||
Exact match “FastWill is a digital platform designed to make estate planning simple, accessible and fun.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 16 | 9 contacts → | ||||
Exact match “LegalGEN is an AI-powered estate planning platform that helps attorneys grow their practice and expand access.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 17 | 7 contacts → | ||||
Exact match “GoodTrust offers complete estate-planning and digital-security tools as well as ways to preserve and share the memories you’ve created online.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 18 | 7 contacts → | ||||
Exact match “Our mission is to ensure every American adult has an estate plan in place to ensure their legacy and protect their family's future.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 19 | 6 contacts → | ||||
Exact match “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?” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 20 | 6 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 21 | 6 contacts → | ||||
Exact match “Alles Law - simplifying your path to great legal advice.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match “Established in 1988, Estate Planning Specialists, LLC has assisted thousands of American's properly plan their estates.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 23 | 5 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 24 | 5 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 25 | 5 contacts → | ||||
Exact match “Bazikyan Law Group is a boutique estate planning firm serving the great Los Angeles area, with offices in Glendale and Sherman Oaks.” Recorded in the RevenueBase company graph · Sep 2, 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 software companies”. 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 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
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 software companies” 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 753 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 2, 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.
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 software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many estate planning software companies are there based in the United States?
RevenueBase identified 267 company matches for estate planning software companies 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?
Vanilla tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most estate planning software companies?
New York leads with 8 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 753 professional contacts with verified work emails tracked across these 267 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 2, 2026.
Ready to reach these companies? Verified emails and direct dials for all 267 estate planning software companies based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Estate planning software companies by geography
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Estate planning software companies based in the United Kingdom
- Estate planning software companies based in Australia
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
Company intelligence · public preview
Top 25 estate planning software companies based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 267 matching company records for estate planning software companies based in the United States, with 1,521 tracked contacts and 753 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 2, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 estate planning software companies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Vanillajustvanilla.comHQ: HQ not recorded; location: Bellevue, WA, United StatesReported employees: 51-200 | HQ not recorded; location: Bellevue, WA, United States | 51-200 | Exact match | 156 contacts → |
“Vanilla is the standout leader in estate planning technology, transforming how advisors deliver estate advice at scale.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Wealthcounsel, LLCwealthcounsel.comHQ: HQ not recorded; location: Jersey City, NJ, United StatesReported employees: 51-200 | HQ not recorded; location: Jersey City, NJ, United States | 51-200 | Exact match | 139 contacts → |
“WealthCounsel has been helping estate planning and elder law attorneys practice excellence for more than twenty-five years.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Trust & Willtrustandwill.comHQ: HQ not recorded; location: San Diego, CA, United StatesReported employees: 51-200 | HQ not recorded; location: San Diego, CA, United States | 51-200 | Exact match | 135 contacts → |
“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 description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  wealth.comwealth.comHQ: HQ not recorded; location: Tempe, AZ, United StatesReported employees: 51-200 | HQ not recorded; location: Tempe, AZ, United States | 51-200 | Exact match | 133 contacts → |
“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 description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Creative Planning Legal, P.Acreativeplanninglegal.comHQ: HQ not recorded; location: Overland Park, KS, United StatesReported employees: 51-200 | HQ not recorded; location: Overland Park, KS, United States | 51-200 | Exact match | 57 contacts → |
“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 description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Estate Guruestateguru.comHQ: HQ not recorded; location: Provo, UT, United StatesReported employees: 11-50 | HQ not recorded; location: Provo, UT, United States | 11-50 | Exact match | 36 contacts → |
“Estate Guru is an attorney-embedded estate planning software made for advisors and professionals who offer estate planning, including institutions and attorneys.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Lawyers With Purposelawyerswithpurpose.comHQ: HQ not recorded; location: New Hartford, NY, United StatesReported employees: 11-50 | HQ not recorded; location: New Hartford, NY, United States | 11-50 | Exact match | 25 contacts → |
“Lawyers with Purpose is a full-practice management organization for attorneys practicing in estate planning, elder law, Medicaid planning, asset protection, Special Needs…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Lawvex, LLPlawvex.comHQ: HQ not recorded; location: Clovis, CA, United StatesReported employees: 11-50 | HQ not recorded; location: Clovis, CA, United States | 11-50 | Exact match | 22 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Carolina Family Estate Planningcarolinafep.comHQ: HQ not recorded; location: Cary, NC, United StatesReported employees: 11-50 | HQ not recorded; location: Cary, NC, United States | 11-50 | Exact match | 22 contacts → |
“Carolina Family Estate Planning was built with the needs of growing families in mind.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Legal Karmalegalkarma.ioHQ: HQ not recorded; location: Austin, TX, United StatesReported employees: 11-50 | HQ not recorded; location: Austin, TX, United States | 11-50 | Exact match | 21 contacts → |
“We help large companies win new revenue streams with embeddable Wills and Trust products.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Sharpe LAW Groupsharpelaw.comHQ: HQ not recorded; location: Plano, TX, United StatesReported employees: 11-50 | HQ not recorded; location: Plano, TX, United States | 11-50 | Exact match | 20 contacts → |
“A consultative, financially astute, and legally sound approach to estate planning and asset protection.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Matlin LAW Group, P.Cmatlinlawgroup.comHQ: HQ not recorded; location: Northbrook, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Northbrook, IL, United States | 11-50 | Exact match | 18 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Giving Docsgivingdocs.comHQ: HQ not recorded; location: Austin, TX, United StatesReported employees: 11-50 | HQ not recorded; location: Austin, TX, United States | 11-50 | Exact match | 12 contacts → |
“Giving Docs helps nonprofits empower their supporters with free high-quality online estate planning tools, in order to advance the impact of planned giving.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  The Estate Registryestate-registry.comHQ: HQ not recorded; location: Wilmington, DE, United StatesReported employees: 11-50 | HQ not recorded; location: Wilmington, DE, United States | 11-50 | Exact match | 12 contacts → |
“A pioneer of estate management services, The Estate Registry provides cloud-based tools and services for inter-generational estate management.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Fastwillfastwill.comHQ: HQ not recorded; location: New York, NY, United StatesReported employees: 11-50 | HQ not recorded; location: New York, NY, United States | 11-50 | Exact match | 10 contacts → |
“FastWill is a digital platform designed to make estate planning simple, accessible and fun.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Legalgenlegalgen.comHQ: HQ not recorded; location: Richardson, TX, United StatesReported employees: 11-50 | HQ not recorded; location: Richardson, TX, United States | 11-50 | Exact match | 9 contacts → |
“LegalGEN is an AI-powered estate planning platform that helps attorneys grow their practice and expand access.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Goodtrustmygoodtrust.comHQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 11-50 | HQ not recorded; location: San Francisco, CA, United States | 11-50 | Exact match | 7 contacts → |
“GoodTrust offers complete estate-planning and digital-security tools as well as ways to preserve and share the memories you’ve created online.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Onedigitaltrustonedigitaltrust.comHQ: HQ not recorded; location: Mclean, VA, United StatesReported employees: 11-50 | HQ not recorded; location: Mclean, VA, United States | 11-50 | Exact match | 7 contacts → |
“Our mission is to ensure every American adult has an estate plan in place to ensure their legacy and protect their family's future.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Parman & Easterday, LLPparmanlaw.comHQ: HQ not recorded; location: Oklahoma City, OK, United StatesReported employees: 11-50 | HQ not recorded; location: Oklahoma City, OK, United States | 11-50 | Exact match | 6 contacts → |
“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?” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Preston Estate Planningprestonestateplanning.com HQ: HQ not recorded; location: San Diego, CA, United StatesReported employees: 51-200 | HQ not recorded; location: San Diego, CA, United States | 51-200 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 21 |  Alles LAWalleslaw.comHQ: HQ not recorded; location: Grand Rapids, MI, United StatesReported employees: 1-10 | HQ not recorded; location: Grand Rapids, MI, United States | 1-10 | Exact match | 6 contacts → |
“Alles Law - simplifying your path to great legal advice.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Estate Planning Specialistsepmez.comHQ: HQ not recorded; location: Gilbert, AZ, United StatesReported employees: 11-50 | HQ not recorded; location: Gilbert, AZ, United States | 11-50 | Exact match | 5 contacts → |
“Established in 1988, Estate Planning Specialists, LLC has assisted thousands of American's properly plan their estates.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Nash Bean Ford & Brown, LLPnashbeanford.comHQ: HQ not recorded; location: Moline, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Moline, IL, United States | 11-50 | Exact match | 5 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Culpepper LAW LLCculpepperlawllc.comHQ: HQ not recorded; location: Miamisburg, OH, United StatesReported employees: 1-10 | HQ not recorded; location: Miamisburg, OH, United States | 1-10 | Exact match | 5 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Bazikyan LAW Groupbazikyanlaw.comHQ: HQ not recorded; location: Glendale, CA, United StatesReported employees: 1-10 | HQ not recorded; location: Glendale, CA, United States | 1-10 | Exact match | 5 contacts → |
“Bazikyan Law Group is a boutique estate planning firm serving the great Los Angeles area, with offices in Glendale and Sherman Oaks.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 267 company matches
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Estate planning software companies: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
266 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 2, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for estate planning software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many estate planning software companies did RevenueBase find based in the United States?
The saved snapshot records 267 matching company records, 1,521 tracked contacts and 753 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 2, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Estate planning software companies by geography
Cite this list
RevenueBase Data Team. Top 25 estate planning software companies based in the United States. Snapshot: September 2, 2026. https://revenuebase.ai/companies/estate-planning-software-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Estate planning software companies based in the United Kingdom
- Estate planning software companies based in Australia
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
Company intelligence · public preview
Top 25 estate planning software companies based in the United States
RevenueBase records 267 matching company records for estate planning software companies based in the United States, with 1,521 tracked contacts and 753 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 2, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 estate planning software companies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Vanillajustvanilla.com HQ: HQ not recorded; location: Bellevue, WA, United StatesReported employees: 51-200 | HQ not recorded; location: Bellevue, WA, United States | 51-200 | Exact match | 156 contacts → |
“Vanilla is the standout leader in estate planning technology, transforming how advisors deliver estate advice at scale.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Wealthcounsel, LLCwealthcounsel.com HQ: HQ not recorded; location: Jersey City, NJ, United StatesReported employees: 51-200 | HQ not recorded; location: Jersey City, NJ, United States | 51-200 | Exact match | 139 contacts → |
“WealthCounsel has been helping estate planning and elder law attorneys practice excellence for more than twenty-five years.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Trust & Willtrustandwill.com HQ: HQ not recorded; location: San Diego, CA, United StatesReported employees: 51-200 | HQ not recorded; location: San Diego, CA, United States | 51-200 | Exact match | 135 contacts → |
“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 description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | wealth.comwealth.com HQ: HQ not recorded; location: Tempe, AZ, United StatesReported employees: 51-200 | HQ not recorded; location: Tempe, AZ, United States | 51-200 | Exact match | 133 contacts → |
“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 description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Creative Planning Legal, P.Acreativeplanninglegal.com HQ: HQ not recorded; location: Overland Park, KS, United StatesReported employees: 51-200 | HQ not recorded; location: Overland Park, KS, United States | 51-200 | Exact match | 57 contacts → |
“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 description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Estate Guruestateguru.com HQ: HQ not recorded; location: Provo, UT, United StatesReported employees: 11-50 | HQ not recorded; location: Provo, UT, United States | 11-50 | Exact match | 36 contacts → |
“Estate Guru is an attorney-embedded estate planning software made for advisors and professionals who offer estate planning, including institutions and attorneys.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Lawyers With Purposelawyerswithpurpose.com HQ: HQ not recorded; location: New Hartford, NY, United StatesReported employees: 11-50 | HQ not recorded; location: New Hartford, NY, United States | 11-50 | Exact match | 25 contacts → |
“Lawyers with Purpose is a full-practice management organization for attorneys practicing in estate planning, elder law, Medicaid planning, asset protection, Special Needs…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Lawvex, LLPlawvex.com HQ: HQ not recorded; location: Clovis, CA, United StatesReported employees: 11-50 | HQ not recorded; location: Clovis, CA, United States | 11-50 | Exact match | 22 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Carolina Family Estate Planningcarolinafep.com HQ: HQ not recorded; location: Cary, NC, United StatesReported employees: 11-50 | HQ not recorded; location: Cary, NC, United States | 11-50 | Exact match | 22 contacts → |
“Carolina Family Estate Planning was built with the needs of growing families in mind.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Legal Karmalegalkarma.io HQ: HQ not recorded; location: Austin, TX, United StatesReported employees: 11-50 | HQ not recorded; location: Austin, TX, United States | 11-50 | Exact match | 21 contacts → |
“We help large companies win new revenue streams with embeddable Wills and Trust products.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Sharpe LAW Groupsharpelaw.com HQ: HQ not recorded; location: Plano, TX, United StatesReported employees: 11-50 | HQ not recorded; location: Plano, TX, United States | 11-50 | Exact match | 20 contacts → |
“A consultative, financially astute, and legally sound approach to estate planning and asset protection.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Matlin LAW Group, P.Cmatlinlawgroup.com HQ: HQ not recorded; location: Northbrook, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Northbrook, IL, United States | 11-50 | Exact match | 18 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Giving Docsgivingdocs.com HQ: HQ not recorded; location: Austin, TX, United StatesReported employees: 11-50 | HQ not recorded; location: Austin, TX, United States | 11-50 | Exact match | 12 contacts → |
“Giving Docs helps nonprofits empower their supporters with free high-quality online estate planning tools, in order to advance the impact of planned giving.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | The Estate Registryestate-registry.com HQ: HQ not recorded; location: Wilmington, DE, United StatesReported employees: 11-50 | HQ not recorded; location: Wilmington, DE, United States | 11-50 | Exact match | 12 contacts → |
“A pioneer of estate management services, The Estate Registry provides cloud-based tools and services for inter-generational estate management.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Fastwillfastwill.com HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 11-50 | HQ not recorded; location: New York, NY, United States | 11-50 | Exact match | 10 contacts → |
“FastWill is a digital platform designed to make estate planning simple, accessible and fun.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Legalgenlegalgen.com HQ: HQ not recorded; location: Richardson, TX, United StatesReported employees: 11-50 | HQ not recorded; location: Richardson, TX, United States | 11-50 | Exact match | 9 contacts → |
“LegalGEN is an AI-powered estate planning platform that helps attorneys grow their practice and expand access.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Goodtrustmygoodtrust.com HQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 11-50 | HQ not recorded; location: San Francisco, CA, United States | 11-50 | Exact match | 7 contacts → |
“GoodTrust offers complete estate-planning and digital-security tools as well as ways to preserve and share the memories you’ve created online.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Onedigitaltrustonedigitaltrust.com HQ: HQ not recorded; location: Mclean, VA, United StatesReported employees: 11-50 | HQ not recorded; location: Mclean, VA, United States | 11-50 | Exact match | 7 contacts → |
“Our mission is to ensure every American adult has an estate plan in place to ensure their legacy and protect their family's future.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Parman & Easterday, LLPparmanlaw.com HQ: HQ not recorded; location: Oklahoma City, OK, United StatesReported employees: 11-50 | HQ not recorded; location: Oklahoma City, OK, United States | 11-50 | Exact match | 6 contacts → |
“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?” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Preston Estate Planningprestonestateplanning.com HQ: HQ not recorded; location: San Diego, CA, United StatesReported employees: 51-200 | HQ not recorded; location: San Diego, CA, United States | 51-200 | Exact match | 6 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 21 | Alles LAWalleslaw.com HQ: HQ not recorded; location: Grand Rapids, MI, United StatesReported employees: 1-10 | HQ not recorded; location: Grand Rapids, MI, United States | 1-10 | Exact match | 6 contacts → |
“Alles Law - simplifying your path to great legal advice.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Estate Planning Specialistsepmez.com HQ: HQ not recorded; location: Gilbert, AZ, United StatesReported employees: 11-50 | HQ not recorded; location: Gilbert, AZ, United States | 11-50 | Exact match | 5 contacts → |
“Established in 1988, Estate Planning Specialists, LLC has assisted thousands of American's properly plan their estates.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Nash Bean Ford & Brown, LLPnashbeanford.com HQ: HQ not recorded; location: Moline, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Moline, IL, United States | 11-50 | Exact match | 5 contacts → |
“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.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Culpepper LAW LLCculpepperlawllc.com HQ: HQ not recorded; location: Miamisburg, OH, United StatesReported employees: 1-10 | HQ not recorded; location: Miamisburg, OH, United States | 1-10 | Exact match | 5 contacts → |
“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…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Bazikyan LAW Groupbazikyanlaw.com HQ: HQ not recorded; location: Glendale, CA, United StatesReported employees: 1-10 | HQ not recorded; location: Glendale, CA, United States | 1-10 | Exact match | 5 contacts → |
“Bazikyan Law Group is a boutique estate planning firm serving the great Los Angeles area, with offices in Glendale and Sherman Oaks.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
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Estate planning software companies: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
266 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 2, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for estate planning software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many estate planning software companies did RevenueBase find based in the United States?
The saved snapshot records 267 matching company records, 1,521 tracked contacts and 753 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 2, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Estate planning software companies by geography
Cite this list
RevenueBase Data Team. Top 25 estate planning software companies based in the United States. Snapshot: September 2, 2026. https://revenuebase.ai/companies/estate-planning-software-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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