Company lists · Data refreshed November 2026
Top 25 Legacy planning services based in Australia
RevenueBase identified 114 company matches for legacy planning services associated with Australia as of November 2026 and tracks 807 professional contacts across them, including 436 with verified work emails. Sydney is the largest hub.
This list covers company matches for legacy planning services associated with Australia, 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 November 6, 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 legacy planning services based in Australia
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 81 contacts → | ||||
Exact match “Fitzpatricks are a professional advisory firm dedicated to partnering with our clients to develop pathways that enrich their lives and future generations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 34 contacts → | ||||
Exact match “HK Partners is an independent, privately owned, progressive accounting, tax and advisory practice that helps shape a better future for businesses and families.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 22 contacts → | ||||
Exact match “Merthyr Law provide innovative legal solutions to meet the needs of clients with complex estate, business and investment needs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 20 contacts → | ||||
Exact match “Safewill Legal is a pioneering law firm reshaping the Australian wills and estates industry.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 17 contacts → | ||||
Exact match “At Estate First Lawyers, we focus solely on the area of Estate Planning Law to provide our clients with solutions that ensure peace of mind regarding their legacy.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 14 contacts → | ||||
Exact match “Synergy Private Wealth is a financial advice and wealth management practice based in Adelaide, South Australia, working with clients right across Australia.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 13 contacts → | ||||
Exact match “Butler is the financial advice firm astute business owners choose as their trusted partner to help grow and protect their family's wealth, empower their financial freedom and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 13 contacts → | ||||
Exact match “Nautilus Law Group works with businesses and individuals to deliver unique and customised legal solutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 12 contacts → | ||||
Exact match “Premium estate planning and succession advisory for families, business owners and financial advisors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 10 contacts → | ||||
Exact match “Perspective Law (formerly Crilly Lawyers) provides solutions for your estate plan, protecting your assets and growing your business.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 8 contacts → | ||||
Exact match “We will use our experience to make clear recommendations regarding your estate planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 8 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 7 contacts → | ||||
Exact match “At Lambert Group we believe that your world is worth protecting, and the actions taken today are the best way to shape the future we all want to see.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 7 contacts → | ||||
Exact match “Hartwell Legal was established in 2012 by Principal Lawyer, Katerina Peiros.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 7 contacts → | ||||
Exact match “Australian Baby Boomers and their Gen X heirs are underprepared for the largest intergenerational wealth transfer in history, $3.5 trillion over the next 20 years.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 6 contacts → | ||||
Exact match “At Falconer Advisers, our mission is simple – to share our collective expertise to help people take control of their financial future and build sustainable wealth.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 6 contacts → | ||||
Exact match “YHC Lawyers provides advice and assistance in Wills and Estates.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 6 contacts → | ||||
Exact match “At Epona Financial Guidance, we think of life as a journey to be enjoyed - with all its ups and downs, pit-stops, diversions and various destinations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 19 | 5 contacts → | ||||
Exact match “Gather: Estate Planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 20 | 5 contacts → | ||||
Exact match “Making a Will provides you with peace of mind, knowing that you have taken steps to ensure your affairs are in order before it is too late.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 21 | 4 contacts → | ||||
Exact match “We support private individuals and their families to preserve and plan their assets across generations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 22 | 4 contacts → | ||||
Exact match “Adler Legal is a Pyrmont based Legal Practice, offering clients specialised legal services in Estate Planning, Wills, Probate, Property transactions and uncontested Family law…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match “By consulting Ryan and Ryan, you will get our support, understanding and passion for empowering you to take control of your estate, property and legacy.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match “It pays to be a forward thinker.Estate Planning is about Legacy and is essential for every step in life.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “Succession Advisers - Business Succession and Estate Planning, Personal Insurance Advice.” Recorded in the RevenueBase company graph · Nov 6, 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 “legacy planning services”. 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 114 legacy planning services based in Australia
See the full list, filter by size, metro and specialty, and access 436 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Legacy planning services based in Australia at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured worldwide rather than for Australia, so it is reported there. Company counts and contact totals on this page are exact for Australia, over 114 companies.
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 Australia whose business descriptions match “legacy planning services” 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 436 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 November 6, 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 “legacy planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many legacy planning services are there based in Australia?
RevenueBase identified 114 company matches for legacy planning services associated with Australia as of November 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?
Fitzpatricks Advice Partners tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most legacy planning services?
Sydney leads with 18 company records, followed by Melbourne (10) and Brisbane (8).
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 436 professional contacts with verified work emails tracked across these 114 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 November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 114 legacy planning services based in Australia. Start with a free account, no credit card.
Download this list →Related lists
Legacy planning services by geography
- Legacy planning services based in Toronto, Canada
- Legacy planning services based in London, United Kingdom
- Legacy planning services based in Atlanta, United States
- Legacy planning services based in Austin, United States
- Legacy planning services based in Charlotte, United States
- Legacy planning services based in Chicago, United States
- Legacy planning services based in Dallas, United States
- Legacy planning services based in Denver, United States
- Legacy planning services based in Houston, United States
- Legacy planning services based in New York, United States
- Legacy planning services based in Phoenix, United States
- Legacy planning services based in San Diego, United States
Browse the directory
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
- Legacy planning services based in Toronto, Canada
- Legacy planning services based in London, United Kingdom
- Legacy planning services based in Atlanta, United States
- Legacy planning services based in Austin, United States
- Legacy planning services based in Charlotte, United States
- Legacy planning services based in Chicago, United States
Company intelligence · public preview
Top 25 legacy planning services based in Australia
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 114 matching company records for legacy planning services based in Australia, with 807 tracked contacts and 436 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: November 6, 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 legacy planning services based in Australia
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 |  Fitzpatricks Advice Partnersfitz.com.auHQ: Sydney Cbd, AustraliaReported employees: 11-50 | Sydney Cbd, Australia | 11-50 | Exact match | 81 contacts → |
“Fitzpatricks are a professional advisory firm dedicated to partnering with our clients to develop pathways that enrich their lives and future generations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  HK Partnershkpartners.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 34 contacts → |
“HK Partners is an independent, privately owned, progressive accounting, tax and advisory practice that helps shape a better future for businesses and families.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Merthyr LAWmerthyrlaw.com.auHQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 22 contacts → |
“Merthyr Law provide innovative legal solutions to meet the needs of clients with complex estate, business and investment needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Safewill Legalsafewilllegal.comHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 20 contacts → |
“Safewill Legal is a pioneering law firm reshaping the Australian wills and estates industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Estate First Lawyersestatefirst.com.auHQ: Toowong, AustraliaReported employees: 11-50 | Toowong, Australia | 11-50 | Exact match | 17 contacts → |
“At Estate First Lawyers, we focus solely on the area of Estate Planning Law to provide our clients with solutions that ensure peace of mind regarding their legacy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Synergy Private Wealthsynergypw.comHQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 14 contacts → |
“Synergy Private Wealth is a financial advice and wealth management practice based in Adelaide, South Australia, working with clients right across Australia.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Butlerbutlerca.com.auHQ: Ballarat, AustraliaReported employees: 11-50 | Ballarat, Australia | 11-50 | Exact match | 13 contacts → |
“Butler is the financial advice firm astute business owners choose as their trusted partner to help grow and protect their family's wealth, empower their financial freedom and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Nautilus LAW Groupnautiluslaw.com.auHQ: Bundall, AustraliaReported employees: 11-50 | Bundall, Australia | 11-50 | Exact match | 13 contacts → |
“Nautilus Law Group works with businesses and individuals to deliver unique and customised legal solutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  The Estate Planning Centretheestateplanningcentre.com.auHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 12 contacts → |
“Premium estate planning and succession advisory for families, business owners and financial advisors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Perspective LAW Crilly Lawyersperspectivelaw.comHQ: Brisbane City, AustraliaReported employees: 11-50 | Brisbane City, Australia | 11-50 | Exact match | 10 contacts → |
“Perspective Law (formerly Crilly Lawyers) provides solutions for your estate plan, protecting your assets and growing your business.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Sedsman Legalsedsmanlegal.com.au HQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 8 contacts → |
“We will use our experience to make clear recommendations regarding your estate planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Welden & Coluccio Lawyerswelcolawyers.com.au HQ: Findon, AustraliaReported employees: 1-10 | Findon, Australia | 1-10 | Exact match | 8 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 13 |  Lambert Group Future Planninglambertgroup.coHQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 7 contacts → |
“At Lambert Group we believe that your world is worth protecting, and the actions taken today are the best way to shape the future we all want to see.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Hartwell Legalhartwell-legal.com.auHQ: Malvern, AustraliaReported employees: 1-10 | Malvern, Australia | 1-10 | Exact match | 7 contacts → |
“Hartwell Legal was established in 2012 by Principal Lawyer, Katerina Peiros.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Aditi Wills & Estate Planningaditiwills.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 7 contacts → |
“Australian Baby Boomers and their Gen X heirs are underprepared for the largest intergenerational wealth transfer in history, $3.5 trillion over the next 20 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Falconer Advisersfalconeradvisers.com.auHQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 6 contacts → |
“At Falconer Advisers, our mission is simple – to share our collective expertise to help people take control of their financial future and build sustainable wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  YHC Lawyersyhclawyers.com.auHQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 6 contacts → |
“YHC Lawyers provides advice and assistance in Wills and Estates.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Epona Financial Guidanceeponafg.comHQ: Ringwood, AustraliaReported employees: 1-10 | Ringwood, Australia | 1-10 | Exact match | 6 contacts → |
“At Epona Financial Guidance, we think of life as a journey to be enjoyed - with all its ups and downs, pit-stops, diversions and various destinations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Fulljames LAWfulljameslaw.com.auHQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 5 contacts → |
“Gather: Estate Planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Gordon Garling Moffittggmlawyers.com.au HQ: Grenfell, AustraliaReported employees: 1-10 | Grenfell, Australia | 1-10 | Exact match | 5 contacts → |
“Making a Will provides you with peace of mind, knowing that you have taken steps to ensure your affairs are in order before it is too late.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Adrem Legaladrem.legalHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 4 contacts → |
“We support private individuals and their families to preserve and plan their assets across generations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Adler Legaladlerlegal.com.auHQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 4 contacts → |
“Adler Legal is a Pyrmont based Legal Practice, offering clients specialised legal services in Estate Planning, Wills, Probate, Property transactions and uncontested Family law…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Ryan & Ryan Lawyersryanlawyers.com.auHQ: Toukley, AustraliaReported employees: 1-10 | Toukley, Australia | 1-10 | Exact match | 4 contacts → |
“By consulting Ryan and Ryan, you will get our support, understanding and passion for empowering you to take control of your estate, property and legacy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  YODALyodal.com.auHQ: Fortitude Valley, AustraliaReported employees: 1-10 | Fortitude Valley, Australia | 1-10 | Exact match | 4 contacts → |
“It pays to be a forward thinker.Estate Planning is about Legacy and is essential for every step in life.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Succession Matterssuccessionmatters.com.auHQ: West Perth, AustraliaReported employees: 1-10 | West Perth, Australia | 1-10 | Exact match | 3 contacts → |
“Succession Advisers - Business Succession and Estate Planning, Personal Insurance Advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 114 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Legacy planning services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
113 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.
Email recency for this list is measured worldwide rather than for Australia, so it is reported there. Company counts and contact totals on this page are exact for Australia, over 114 companies.
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.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
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: November 6, 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 legacy planning services?
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 legacy planning services did RevenueBase find based in Australia?
The saved snapshot records 114 matching company records, 807 tracked contacts and 436 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: November 6, 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
Legacy planning services by geography
- Legacy planning services based in Toronto, Canada
- Legacy planning services based in London, United Kingdom
- Legacy planning services based in Atlanta, United States
- Legacy planning services based in Austin, United States
- Legacy planning services based in Charlotte, United States
- Legacy planning services based in Chicago, United States
- Legacy planning services based in Dallas, United States
- Legacy planning services based in Denver, United States
- Legacy planning services based in Houston, United States
- Legacy planning services based in New York, United States
- Legacy planning services based in Phoenix, United States
- Legacy planning services based in San Diego, United States
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 legacy planning services based in Australia. Snapshot: November 6, 2026. https://revenuebase.ai/companies/legacy-planning-services/australia.
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
- Legacy planning services based in Toronto, Canada
- Legacy planning services based in London, United Kingdom
- Legacy planning services based in Atlanta, United States
- Legacy planning services based in Austin, United States
- Legacy planning services based in Charlotte, United States
- Legacy planning services based in Chicago, United States
Company intelligence · public preview
Top 25 legacy planning services based in Australia
RevenueBase records 114 matching company records for legacy planning services based in Australia, with 807 tracked contacts and 436 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: November 6, 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 legacy planning services based in Australia
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 | Fitzpatricks Advice Partnersfitz.com.au HQ: Sydney Cbd, AustraliaReported employees: 11-50 | Sydney Cbd, Australia | 11-50 | Exact match | 81 contacts → |
“Fitzpatricks are a professional advisory firm dedicated to partnering with our clients to develop pathways that enrich their lives and future generations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HK Partnershkpartners.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 34 contacts → |
“HK Partners is an independent, privately owned, progressive accounting, tax and advisory practice that helps shape a better future for businesses and families.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Merthyr LAWmerthyrlaw.com.au HQ: Brisbane, AustraliaReported employees: 11-50 | Brisbane, Australia | 11-50 | Exact match | 22 contacts → |
“Merthyr Law provide innovative legal solutions to meet the needs of clients with complex estate, business and investment needs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Safewill Legalsafewilllegal.com HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 20 contacts → |
“Safewill Legal is a pioneering law firm reshaping the Australian wills and estates industry.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Estate First Lawyersestatefirst.com.au HQ: Toowong, AustraliaReported employees: 11-50 | Toowong, Australia | 11-50 | Exact match | 17 contacts → |
“At Estate First Lawyers, we focus solely on the area of Estate Planning Law to provide our clients with solutions that ensure peace of mind regarding their legacy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Synergy Private Wealthsynergypw.com HQ: Adelaide, AustraliaReported employees: 1-10 | Adelaide, Australia | 1-10 | Exact match | 14 contacts → |
“Synergy Private Wealth is a financial advice and wealth management practice based in Adelaide, South Australia, working with clients right across Australia.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Butlerbutlerca.com.au HQ: Ballarat, AustraliaReported employees: 11-50 | Ballarat, Australia | 11-50 | Exact match | 13 contacts → |
“Butler is the financial advice firm astute business owners choose as their trusted partner to help grow and protect their family's wealth, empower their financial freedom and…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Nautilus LAW Groupnautiluslaw.com.au HQ: Bundall, AustraliaReported employees: 11-50 | Bundall, Australia | 11-50 | Exact match | 13 contacts → |
“Nautilus Law Group works with businesses and individuals to deliver unique and customised legal solutions.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | The Estate Planning Centretheestateplanningcentre.com.au HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 12 contacts → |
“Premium estate planning and succession advisory for families, business owners and financial advisors.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Perspective LAW Crilly Lawyersperspectivelaw.com HQ: Brisbane City, AustraliaReported employees: 11-50 | Brisbane City, Australia | 11-50 | Exact match | 10 contacts → |
“Perspective Law (formerly Crilly Lawyers) provides solutions for your estate plan, protecting your assets and growing your business.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Sedsman Legalsedsmanlegal.com.au HQ: Adelaide, AustraliaReported employees: 11-50 | Adelaide, Australia | 11-50 | Exact match | 8 contacts → |
“We will use our experience to make clear recommendations regarding your estate planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Welden & Coluccio Lawyerswelcolawyers.com.au HQ: Findon, AustraliaReported employees: 1-10 | Findon, Australia | 1-10 | Exact match | 8 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 13 | Lambert Group Future Planninglambertgroup.co HQ: Sydney, AustraliaReported employees: 11-50 | Sydney, Australia | 11-50 | Exact match | 7 contacts → |
“At Lambert Group we believe that your world is worth protecting, and the actions taken today are the best way to shape the future we all want to see.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Hartwell Legalhartwell-legal.com.au HQ: Malvern, AustraliaReported employees: 1-10 | Malvern, Australia | 1-10 | Exact match | 7 contacts → |
“Hartwell Legal was established in 2012 by Principal Lawyer, Katerina Peiros.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Aditi Wills & Estate Planningaditiwills.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 7 contacts → |
“Australian Baby Boomers and their Gen X heirs are underprepared for the largest intergenerational wealth transfer in history, $3.5 trillion over the next 20 years.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Falconer Advisersfalconeradvisers.com.au HQ: Melbourne, AustraliaReported employees: 1-10 | Melbourne, Australia | 1-10 | Exact match | 6 contacts → |
“At Falconer Advisers, our mission is simple – to share our collective expertise to help people take control of their financial future and build sustainable wealth.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | YHC Lawyersyhclawyers.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 6 contacts → |
“YHC Lawyers provides advice and assistance in Wills and Estates.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Epona Financial Guidanceeponafg.com HQ: Ringwood, AustraliaReported employees: 1-10 | Ringwood, Australia | 1-10 | Exact match | 6 contacts → |
“At Epona Financial Guidance, we think of life as a journey to be enjoyed - with all its ups and downs, pit-stops, diversions and various destinations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Fulljames LAWfulljameslaw.com.au HQ: Brisbane, AustraliaReported employees: 1-10 | Brisbane, Australia | 1-10 | Exact match | 5 contacts → |
“Gather: Estate Planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Gordon Garling Moffittggmlawyers.com.au HQ: Grenfell, AustraliaReported employees: 1-10 | Grenfell, Australia | 1-10 | Exact match | 5 contacts → |
“Making a Will provides you with peace of mind, knowing that you have taken steps to ensure your affairs are in order before it is too late.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Adrem Legaladrem.legal HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 4 contacts → |
“We support private individuals and their families to preserve and plan their assets across generations.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Adler Legaladlerlegal.com.au HQ: Sydney, AustraliaReported employees: 1-10 | Sydney, Australia | 1-10 | Exact match | 4 contacts → |
“Adler Legal is a Pyrmont based Legal Practice, offering clients specialised legal services in Estate Planning, Wills, Probate, Property transactions and uncontested Family law…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Ryan & Ryan Lawyersryanlawyers.com.au HQ: Toukley, AustraliaReported employees: 1-10 | Toukley, Australia | 1-10 | Exact match | 4 contacts → |
“By consulting Ryan and Ryan, you will get our support, understanding and passion for empowering you to take control of your estate, property and legacy.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | YODALyodal.com.au HQ: Fortitude Valley, AustraliaReported employees: 1-10 | Fortitude Valley, Australia | 1-10 | Exact match | 4 contacts → |
“It pays to be a forward thinker.Estate Planning is about Legacy and is essential for every step in life.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Succession Matterssuccessionmatters.com.au HQ: West Perth, AustraliaReported employees: 1-10 | West Perth, Australia | 1-10 | Exact match | 3 contacts → |
“Succession Advisers - Business Succession and Estate Planning, Personal Insurance Advice.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 114 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Legacy planning services: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
113 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.
Email recency for this list is measured worldwide rather than for Australia, so it is reported there. Company counts and contact totals on this page are exact for Australia, over 114 companies.
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.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
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: November 6, 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 legacy planning services?
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 legacy planning services did RevenueBase find based in Australia?
The saved snapshot records 114 matching company records, 807 tracked contacts and 436 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: November 6, 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
Legacy planning services by geography
- Legacy planning services based in Toronto, Canada
- Legacy planning services based in London, United Kingdom
- Legacy planning services based in Atlanta, United States
- Legacy planning services based in Austin, United States
- Legacy planning services based in Charlotte, United States
- Legacy planning services based in Chicago, United States
- Legacy planning services based in Dallas, United States
- Legacy planning services based in Denver, United States
- Legacy planning services based in Houston, United States
- Legacy planning services based in New York, United States
- Legacy planning services based in Phoenix, United States
- Legacy planning services based in San Diego, United States
Browse the directory
Cite this list
RevenueBase Data Team. Top 25 legacy planning services based in Australia. Snapshot: November 6, 2026. https://revenuebase.ai/companies/legacy-planning-services/australia.
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
- Legacy planning services based in Toronto, Canada
- Legacy planning services based in London, United Kingdom
- Legacy planning services based in Atlanta, United States
- Legacy planning services based in Austin, United States
- Legacy planning services based in Charlotte, United States
- Legacy planning services based in Chicago, United States