Company lists · Data refreshed September 2026

Top 22 Irrevocable life insurance trusts providers based in San Diego, United States

RevenueBase identified 39 irrevocable life insurance trusts providers headquartered in San Diego, United States as of September 2026 and tracks 181 professional contacts across them, including 94 with verified work emails. New York is the largest hub.

This list covers irrevocable life insurance trusts providers headquartered in San Diego, 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
39Companies
181Contacts tracked
94Verified emails
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The 22 largest irrevocable life insurance trusts providers based in San Diego, United States

Ranked by team size
Top 22 of 39 irrevocable life insurance trusts providers based in San Diego, 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 evidenceSan Diego, CA, United StatesHQ checked Sep 17, 202611-5027 contacts →

Indirect evidence

“Hughes & Pizzuto, APC traces its roots to Glenn Wright Jacobs & Schell, founded in 1952 by Eugene Glenn and Leroy A.”

Source: RevenueBase Database · checked Sep 17, 2026
2Partial evidenceSan Diego, CA, United StatesHQ checked Sep 17, 20261-1017 contacts →

Partial evidence

“Daniel Weiner is a US and UK licensed attorney who provides trusts and estates planning services to families and individuals across the entire state of California.”

Source: RevenueBase Database · checked Sep 17, 2026
3Partial evidenceSan Diego, CA, United StatesHQ checked Sep 17, 202611-5011 contacts →

Partial evidence

“For over 70 years, the continuing partnership of Gallagher Bolander Smedley, LLP has served the Estate Planning, Trust and Probate needs of San Diego clients.”

Source: RevenueBase Database · checked Sep 17, 2026
4Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 17, 202611-5010 contacts →

Indirect evidence

“Chhokar Law Group provides integrated Asset Protection, Estate Planning, and Estate Litigation services to individuals, families, and business owners throughout San Diego.”

Source: RevenueBase Database · checked Sep 17, 2026
5Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 17, 202611-509 contacts →

Indirect evidence

“At Vanguard Legal Group, we believe Estate Planning should be simple, accessible, and personalized.”

Source: RevenueBase Database · checked Sep 17, 2026
6Partial evidenceSan Diego, CA, United StatesHQ checked Sep 17, 202611-507 contacts →

Partial evidence

“Sullivan, McGibbons, Crickard & Associates, LLP (SMC) is a San Diego law firm specializing in estate planning, estate and trust administration, tax preparation and planning and…”

Source: RevenueBase Database · checked Sep 17, 2026
7Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 17, 20261-107 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 17, 2026
8Partial evidenceSan Diego, CA, United StatesHQ checked Sep 17, 20261-106 contacts →

Partial evidence

“Estate Planning | Special Needs Trusts | Conservatorships | Probate | Trust Administration”

Source: RevenueBase Database · checked Sep 17, 2026
9Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 17, 202651-2006 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 17, 2026
10Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 17, 202611-505 contacts →

Indirect evidence

“California Estate and Elder Law: • Full spectrum planning – from estate planning, to elder care planning, to estate settlement – helps families preserve both their assets and…”

Source: RevenueBase Database · checked Sep 17, 2026
11Partial evidenceSan Diego, CA, United StatesHQ checked Sep 17, 202611-504 contacts →

Partial evidence

“Henderson, Caverly, Pum & Trytten LLP, is a full-service estates and trusts law firm, handling all aspects of wealth transfer planning.”

Source: RevenueBase Database · checked Sep 17, 2026
12Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 17, 20261-104 contacts →

Indirect evidence

“Barger and Battiest Law, APC is the result of a cherished friendship and working relationship that began on January 13, 2010 between Danielle P.”

Source: RevenueBase Database · checked Sep 17, 2026
13Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 17, 20261-103 contacts →

Indirect evidence

“Our firm is specialized to provide you time-tested wealth preservation strategies.”

Source: RevenueBase Database · checked Sep 17, 2026
14Partial evidenceSan Diego, CA, United StatesHQ checked Sep 17, 20261-103 contacts →

Partial evidence

“Anderson Reynard LLP is a firm which practices in the areas of estate planning, trust and probate law and related tax, business, real estate and litigation issues.”

Source: RevenueBase Database · checked Sep 17, 2026
15Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 17, 20261-103 contacts →

Indirect evidence

“At the San Diego, Del Mar, Carmel Valley estate planning law firm of Hatley Law Group APC, we engage in “Estate planning viewed through the lens of asset protection.”™ In practice…”

Source: RevenueBase Database · checked Sep 17, 2026
16Strong evidenceSan Diego, CA, United StatesHQ checked Sep 17, 20261-103 contacts →

Strong evidence

“DPH Financial Services, Inc is one of the country’s elite independent life insurance and estate planning firms serving ultra-affluent individuals and families, including athletes…”

Source: RevenueBase Database · checked Sep 17, 2026
17Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 17, 20261-102 contacts →

Indirect evidence

“San Diego Legacy Law, PC is a boutique law practice in the heart of San Diego that offers comprehensive estate planning and asset protection.”

Source: RevenueBase Database · checked Sep 17, 2026
18Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 17, 20261-102 contacts →

Indirect evidence

“LivingTrustAdvisor.com assists individuals, families, and businesses in structuring their estates.”

Source: RevenueBase Database · checked Sep 17, 2026
19Partial evidenceSan Diego, CA, United StatesHQ checked Sep 17, 20261-101 contacts →

Partial evidence

“Providing estate planning and business services, including trust creation for families and high net worth individuals, trust administration, probate, trust litigation, and general…”

Source: RevenueBase Database · checked Sep 17, 2026
20Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 17, 20261-101 contacts →

Indirect evidence

“EEA is an estate management and professional fiduciary company based in southern California.”

Source: RevenueBase Database · checked Sep 17, 2026
21Indirect evidenceSan Diego, CA, United StatesHQ checked Sep 17, 20261-101 contacts →

Indirect evidence

“Law & Accounting.”

Source: RevenueBase Database · checked Sep 17, 2026
22Partial evidenceSan Diego, CA, United StatesHQ checked Sep 17, 20261-101 contacts →

Partial evidence

“Duisters & Parvizi is a specialty firm focusing on the areas of Estate Planning and Trust Administration.”

Source: RevenueBase Database · checked Sep 17, 2026

Showing 22 of 39 irrevocable life insurance trusts providers based in San Diego, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 94 reachable decision-makers.

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Irrevocable life insurance trusts providers based in San Diego, United States at a glance

As of Sep 17, 2026
51.9%Verified-email coverage
4.6Average contacts per company
1-10Median size (employees)
102.6%Largest-city concentration · New York
Sep 17, 2026Page data refreshed

Companies by employee count

1-10
30
11-50
8
51-200
1

Email recency for this list is measured across the whole United States list rather than for San Diego, so it is reported there. Company counts and contact totals on this page are exact for San Diego, over 39 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 San Diego, 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 San Diego 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, 94 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 San Diego, United States?

RevenueBase identified 39 irrevocable life insurance trusts providers headquartered in San Diego, 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?

Hughes & Pizzuto, APC, headquartered in San Diego, 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 94 verified decision-maker contacts tracked across these 39 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.