Company lists · Data refreshed September 2026

Top 25 Irrevocable life insurance trusts providers based in New York, United States

RevenueBase identified 40 irrevocable life insurance trusts providers headquartered in New York, United States as of September 2026 and tracks 217 professional contacts across them, including 136 with verified work emails. New York is the largest hub.

This list covers irrevocable life insurance trusts providers headquartered in New York, 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 17, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 17, 2026 86% judged on-target in blind review
40Companies
217Contacts tracked
136Verified emails
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The 25 largest irrevocable life insurance trusts providers based in New York, United States

Ranked by team size
Top 25 of 40 irrevocable life insurance trusts providers based in New York, United States, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to irrevocable life insurance trusts providers: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceNew York, NY, United StatesHQ checked Sep 17, 202611-5040 contacts →

Indirect evidence

“We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.”

Source: RevenueBase Database · checked Sep 17, 2026
2Indirect evidenceNew York, NY, United StatesHQ checked Sep 17, 202611-5031 contacts →

Indirect evidence

“Golconda Partners, LLC is an independent firm that serves as a guide and service platform for ultra-affluent clients who are seeking to effectively navigate the sophisticated and…”

Source: RevenueBase Database · checked Sep 17, 2026
3Indirect evidenceNew York, NY, United StatesHQ checked Sep 17, 202611-5021 contacts →

Indirect evidence

“Now celebrating its 30 years, McManus & Associates continues to deliver the highest quality estate, income tax and philanthropic planning advisory services with the precision and…”

Source: RevenueBase Database · checked Sep 17, 2026
4Partial evidenceNew York, NY, United StatesHQ checked Sep 17, 20261-109 contacts →

Partial evidence

“WITH SOPHISTICATED TRUST AND ESTATE SOLUTIONS – BE IT FOR COMPLEX ESTATE PLANNING SCENARIOS, DIFFICULT ESTATE ADMINISTRATIONS OR COMPLEX TAX AND ESTATE LITIGATIONS – WE LEAD…”

Source: RevenueBase Database · checked Sep 17, 2026
5Indirect evidenceNew York, NY, United StatesHQ checked Sep 17, 20261-108 contacts →

Indirect evidence

“The law firm of Manice Budd & Baggett LLP, with attorneys licensed in New York, Connecticut, and Florida, specializes in counseling individuals, families, private foundations, and…”

Source: RevenueBase Database · checked Sep 17, 2026
6Partial evidenceNew York, NY, United StatesHQ checked Sep 17, 20261-108 contacts →

Partial evidence

“Erwin & Marcus, P.C, formed in 2015, is the successor to Hill, Ullman & Erwin P.C, which since 1978 has guided clients through the process of wills, trusts, gift and estate…”

Source: RevenueBase Database · checked Sep 17, 2026
7Partial evidenceNew York, NY, United StatesHQ checked Sep 17, 20261-108 contacts →

Partial evidence

“As a boutique law firm dedicated exclusively to the practice of trusts and estates for high net worth individuals, we have extensive knowledge and practical experience advising…”

Source: RevenueBase Database · checked Sep 17, 2026
8Indirect evidenceNew York, United StatesHQ checked Sep 17, 20261-107 contacts →

Indirect evidence

“At Jill Miller & Associates, P.C.”

Source: RevenueBase Database · checked Sep 17, 2026
9Indirect evidenceNew York, NY, United StatesHQ checked Sep 17, 20261-105 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 17, 2026
10Indirect evidenceNew York, NY, United StatesHQ checked Sep 17, 20261-105 contacts →

Indirect evidence

“Michael J.”

Source: RevenueBase Database · checked Sep 17, 2026
11Indirect evidenceNew York, NY, United StatesHQ checked Sep 17, 202651-2005 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 17, 2026
12Indirect evidenceNew York, NY, United StatesHQ checked Sep 17, 20261-104 contacts →

Indirect evidence

“Ford Law | Estate Planning for New Yorkers Estate planning is about ensuring your loved ones are provided for and protected in your absence.”

Source: RevenueBase Database · checked Sep 17, 2026
13Indirect evidenceNew York, NY, United StatesHQ checked Sep 17, 202611-503 contacts →

Indirect evidence

“For over forty years, Lassar & Cowhey LLP has succeeded in providing sophisticated legal and tax counsel to a full range of clients.”

Source: RevenueBase Database · checked Sep 17, 2026
14Indirect evidenceNew York, NY, United StatesHQ checked Sep 17, 20261-103 contacts →

Indirect evidence

“We are boutique law firm founded by partners, Lawrence I.”

Source: RevenueBase Database · checked Sep 17, 2026
15Indirect evidenceNew York, NY, United StatesHQ checked Sep 17, 202611-502 contacts →

Indirect evidence

“Estate Planning, Tax Planning, Asset Protection Planning”

Source: RevenueBase Database · checked Sep 17, 2026
16Partial evidenceNew York, NY, United StatesHQ checked Sep 17, 20261-102 contacts →

Partial evidence

“Kirkham Raikes PLLC provides full service estate planning including wills, testaments, inter-vivos, testamentary trusts and more.”

Source: RevenueBase Database · checked Sep 17, 2026
17Partial evidenceNew York, NY, United StatesHQ checked Sep 17, 20261-102 contacts →

Partial evidence

“NYC based law firm focused on Wills, Trusts and Estate Planning; Probate and Estate Administration; and Trust and Estate Litigation.”

Source: RevenueBase Database · checked Sep 17, 2026
18Partial evidenceNew York, NY, United StatesHQ checked Sep 17, 20261-102 contacts →

Partial evidence

“PZ Law Group is a boutique trusts and estates law firm, based in midtown Manhattan.”

Source: RevenueBase Database · checked Sep 17, 2026
19Indirect evidenceNew York, NY, United StatesHQ checked Sep 17, 20261-102 contacts →

Indirect evidence

“Julie Kessler LLP has an established reputation of providing sophisticated estate planning and administration services with highly individualized attention.”

Source: RevenueBase Database · checked Sep 17, 2026
20Strong evidenceNew York, NY, United StatesHQ checked Sep 17, 20261-101 contacts →

Strong evidence

“Private Life Solutions was founded with the commitment to earn each client's trust through the basic understanding that we are an entrusted member of their advisory team.”

Source: RevenueBase Database · checked Sep 17, 2026
21Indirect evidenceNew York, United StatesHQ checked Sep 17, 20261-101 contacts →

Indirect evidence

“At Guiga Law, we are dedicated to helping families create estate plans today that avoid unnecessary pain and conflict tomorrow.”

Source: RevenueBase Database · checked Sep 17, 2026
22Indirect evidenceNew York, NY, United StatesHQ checked Sep 17, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 17, 2026
23Partial evidenceNew York, United StatesHQ checked Sep 17, 20261-101 contacts →

Partial evidence

“Our practice extends beyond the preparation of traditional wills and trusts.”

Source: RevenueBase Database · checked Sep 17, 2026
24Partial evidenceNew York, NY, United StatesHQ checked Sep 17, 20261-101 contacts →

Partial evidence

“New York City Trusts, Estates, and Probate Attorneys ~ helping New Yorkers leave a legacy, forever.”

Source: RevenueBase Database · checked Sep 17, 2026
25Partial evidenceNew York, NY, United StatesHQ checked Sep 17, 20261-101 contacts →

Partial evidence

“The Law Offices of Thomas Sciacca is a full-service law firm concentrating in Estate Planning, Estate & Trust Administration, Surrogate’s Court Proceedings, Estate Litigation…”

Source: RevenueBase Database · checked Sep 17, 2026

Showing 25 of 40 irrevocable life insurance trusts providers based in New York, United States

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Irrevocable life insurance trusts providers based in New York, United States at a glance

As of Sep 17, 2026
62.7%Verified-email coverage
5.4Average contacts per company
1-10Median size (employees)
100.0%Largest-city concentration · New York
Sep 17, 2026Page data refreshed

Companies by employee count

1-10
33
11-50
6
51-200
1

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 40 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 irrevocable life insurance trusts providers, 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 New York, United States whose own description of what they do matches “irrevocable life insurance trusts providers”. 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 irrevocable life insurance trusts providers), 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 irrevocable life insurance trusts providers, and records with no verified work email. Companies headquartered outside New York 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, 136 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 17, 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.

Irrevocable life insurance trusts providers by metro in the United States

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 irrevocable life insurance trusts providers, 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 irrevocable life insurance trusts providers are there based in New York, United States?

RevenueBase identified 40 irrevocable life insurance trusts providers headquartered in New York, 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?

Capital Management Group, headquartered in New York, tops this list with the largest team on record.

Which city has the most irrevocable life insurance trusts providers?

New York leads with 40 headquartered companies, followed by San Diego (39) and Chicago (29).

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 136 verified decision-maker contacts tracked across these 40 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 17, 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.