Company lists · Data refreshed September 2026
Top 23 Estate tax planning firms based in Houston, United States
RevenueBase identified 36 estate tax planning firms headquartered in Houston, United States as of September 2026 and tracks 147 professional contacts across them, including 60 with verified work emails. New York is the largest hub.
This list covers estate tax planning firms headquartered in Houston, 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 20, 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 23 largest estate tax planning firms based in Houston, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 12 contacts → | ||||
Strong evidence “No unfinished business." Planning your estate and other end-of-life matters can be a murky and intimidating project, even if you don’t live in a mansion and own seven Porches.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 10 contacts → | ||||
Strong evidence “At Your Legacy Legal Care®, you’ll find attorneys who don’t just practice estate planning but have devoted their careers to all matters and aspects related to it.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 10 contacts → | ||||
Strong evidence “Our firm is dedicated to providing you with quality estate planning resources, so you can become familiar with all of the existing options.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 8 contacts → | ||||
Indirect evidence “Life can be unpredictable.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 8 contacts → | ||||
Strong evidence “Cantrell & Cantrell, PLLC is a Houston law firm that specializes in tax law, providing tax advice to individuals and businesses, planning complicated tax transactions, reviewing…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 8 contacts → | ||||
Indirect evidence “Helping our clients to plan protect and leave a legacy.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 7 contacts → | ||||
Partial evidence “Providing legal services nationally and headquartered in Houston Tx, Cook Legal Group, secures and maximizes client assets by providing tax and business consulting services that…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 6 contacts → | ||||
Indirect evidence “Wealth, and managing it, are complex endeavors.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5 contacts → | ||||
Strong evidence “At Farner & Perrin, L.L.P, we offer the full array of legal expertise in estate planning, probate and related taxation.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Indirect evidence “When you find yourself in need of experienced legal counsel, it typically means you have run into a problem that you know you can’t solve on your own.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Indirect evidence “The Brister Law Firm, PLLC is dedicated to providing you with expert legal guidance in a variety of practice areas designed to protect and enhance your financial well-being.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Strong evidence “The world of Wills, Trusts, Probate, Estate Planning and Estate Administration can be confusing and intimidating to many people.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Strong evidence “Comprehensive tax and financial planning | Tax-efficient investment management | Ranked as one of the top wealth management firms in Houston by Houston Business Journal” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Strong evidence “Areas of Practice: Estate Planning: preparing documents to carry out a client’s wishes as to how the client and the client’s loved ones should be cared for and the client’s…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Indirect evidence “Howard CPA, LLC is a Houston based accounting firm.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Strong evidence “Estate Planning, Probate and Business Planning Law Firm in League City, Texas” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Indirect evidence “At McCreary Law Office, we help individuals and families plan for the future with clarity, compassion, and confidence.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Strong evidence “Board-Certified Estate Planning & Probate Attorneys In Houston The Law Offices of Kennedy & Associates provides sophisticated solutions to individuals, couples and family-owned…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Strong evidence “Houston TX based law firm practicing in the following areas: Estate planning, including wills, trusts and probate Tax planning for individuals and businesses Tax return…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Strong evidence “Oaks, Hartline & Daly, LLP focuses on representing individuals, families and closely-held business owners in the areas of estate and gift planning; probate and estate…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Strong evidence “Stuart Green Law is a modern estate planning and fiduciary law firm serving families with complex wealth and long-term planning needs.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Indirect evidence “Welcome to The Harbor Lawyers, where we specialize in guiding our clients through the turbulent waters of life’s uncertainties.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 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 tax planning firms. 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 tax planning firms.
- Partial evidence
- Its own public description names part of estate tax planning firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name estate tax planning firms. 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 23 of 36 estate tax planning firms based in Houston, United States
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Estate tax planning firms based in Houston, United States at a glance
As of Sep 20, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Houston, so it is reported there. Company counts and contact totals on this page are exact for Houston, over 36 companies.
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 tax planning firms, 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 Houston, United States whose own description of what they do matches “estate tax planning firms”. 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 tax planning firms), 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 tax planning firms, and records with no verified work email. Companies headquartered outside Houston 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, 60 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 20, 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.
Estate tax planning firms by metro in the United States
- Estate tax planning firms in New York47
- Estate tax planning firms in San Diego37
- Estate tax planning firms in Houston36
- Estate tax planning firms in Atlanta35
- Estate tax planning firms in Chicago31
- Estate tax planning firms in Los Angeles29
- Estate tax planning firms in Austin28
- Estate tax planning firms in Dallas27
- Estate tax planning firms in Boca Raton26
- Estate tax planning firms in Denver25
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 tax planning firms, 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 tax planning firms are there based in Houston, United States?
RevenueBase identified 36 estate tax planning firms headquartered in Houston, 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?
Strohmeyer LAW Pllc, headquartered in Houston, tops this list with the largest team on record.
Which city has the most estate tax planning firms?
New York leads with 47 headquartered companies, followed by San Diego (37) and Houston (36).
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 60 verified decision-maker contacts tracked across these 36 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 20, 2026.
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Estate tax planning firms by geography
- Estate tax planning firms based in Atlanta, United States
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- Estate tax planning firms based in Dallas, United States
- Estate tax planning firms based in Denver, United States
- Estate tax planning firms based in Los Angeles, United States
- Estate tax planning firms based in New York, United States
- Estate tax planning firms based in San Diego, United States
- Estate tax planning firms based in Australia
- Estate tax planning firms based in Canada
- Estate tax planning firms based in France
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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