Company lists · Data refreshed September 2026

Top 25 Trust administration law firms based in San Jose, United States

Name: Trust administration law firms based in San Jose, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 50 companies tracked

RevenueBase identified 50 trust administration law firms headquartered in San Jose, United States as of September 2026 and tracks 538 professional contacts across them, including 293 with verified work emails. Across the United States, New York is the largest hub for this category (294 companies); San Jose has 50.

This list covers trust administration law firms headquartered in San Jose, 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 29, 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 29, 2026 86% judged on-target in blind review

50Companies

538Contacts tracked

293Verified emails

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The 25 largest trust administration law firms based in San Jose, United States

Ranked by team size

Top 25 of 50 trust administration law firms based in San Jose, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to trust administration law firms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Berliner Cohen, LLP	Partial evidence	San Jose, CA, United StatesHQ checked Sep 29, 2026	51-200	166 contacts →
	Partial evidence “Berliner Cohen, LLP, is a highly-respected Northern California full-service business law firm.” Source: RevenueBase Database · checked Sep 29, 2026
2	Hopkins Carley IS NOW Lathrop GPM	Partial evidence	San Jose, CA, United StatesHQ checked Sep 29, 2026	201-500	114 contacts →
	Partial evidence “Lathrop GPM is a full-service, Am Law 200 law firm with offices in Boston, Chicago, Dallas, Denver, Jefferson City, Kansas City, Los Angeles, Minneapolis, Overland Park, St.” Source: RevenueBase Database · checked Sep 29, 2026
3	Lonich Patton Ehrlich Policastri	Partial evidence	San Jose, CA, United StatesHQ checked Sep 29, 2026	11-50	39 contacts →
	Partial evidence “Lonich Patton Ehrlich Policastri, PC is a multi-faceted full service law firm that encompasses family law and estate planning.” Source: RevenueBase Database · checked Sep 29, 2026
4	Miller, Morton, Caillat & Nevis, LLP	Indirect evidence	San Jose, CA, United StatesHQ checked Sep 29, 2026	11-50	38 contacts →
	Indirect evidence “Founded in 1929, Miller, Morton, Caillat & Nevis, LLP is the longest tenured partnership in Santa Clara County.” Source: RevenueBase Database · checked Sep 29, 2026
5	Ramsbacher Prokey Leonard LLP	Partial evidence	San Jose, CA, United StatesHQ checked Sep 29, 2026	11-50	21 contacts →
	Partial evidence “Ramsbacher Prokey Leonard LLP is a boutique law firm located in downtown San Jose, focusing on several complementary practice areas, including: estate planning, family wealth…” Source: RevenueBase Database · checked Sep 29, 2026
6	Pahl & Mccay	Partial evidence	San Jose, CA, United StatesHQ checked Sep 29, 2026	11-50	14 contacts →
	Partial evidence “A Professional Law Corporation Since 1989, Pahl & McCay has established its reputation as a premier full-service business law firm in California.” Source: RevenueBase Database · checked Sep 29, 2026
7	Hansen LAW Firm, P.C	Strong evidence	San Jose, CA, United StatesHQ checked Sep 29, 2026	1-10	9 contacts →
	Strong evidence “Boutique law firm offering premium litigation services in the areas of business, intellectual property, and trust & estates.” Source: RevenueBase Database · checked Sep 29, 2026
8	Diemer & Wei, LLP	Indirect evidence	San Jose, CA, United StatesHQ checked Sep 29, 2026	1-10	8 contacts →
	Indirect evidence “Diemer & Wei, LLP, focuses on protecting businesses and individual clients in commercial disputes, real estate matters and in business litigation.” Source: RevenueBase Database · checked Sep 29, 2026
9	LAW Offices Of Berge & Berge	Partial evidence	San Jose, CA, United StatesHQ checked Sep 29, 2026	1-10	8 contacts →
	Partial evidence “Berge & Berge is a full-service estate planning law firm located in the heart of Silicon Valley.” Source: RevenueBase Database · checked Sep 29, 2026
10	Delucchi Hawn, LLP	Partial evidence	San Jose, CA, United StatesHQ checked Sep 29, 2026	11-50	8 contacts →
	Partial evidence “Our practice emphasizes small to mid-sized domestic business, trusts and estates.” Source: RevenueBase Database · checked Sep 29, 2026
11	Groom & Cave, LLP	Partial evidence	San Jose, United StatesHQ checked Sep 29, 2026	11-50	7 contacts →
	Partial evidence “Groom and Cave is a small, highly focused business law firm located in San Jose, California, serving primarily medium to very large, business enterprises and their officers…” Source: RevenueBase Database · checked Sep 29, 2026
12	Edgar LAW Group LLP	Partial evidence	San Jose, CA, United StatesHQ checked Sep 29, 2026	11-50	6 contacts →
	Partial evidence “Ronda Edgar, the founder and leader of Edgar Law Group, LLP, in San Jose, has been practicing law in California since 2003.” Source: RevenueBase Database · checked Sep 29, 2026
13	Boyeslegal, APC	Partial evidence	San Jose, CA, United StatesHQ checked Sep 29, 2026	11-50	5 contacts →
	Partial evidence “BoyesLegal, APC provides comprehensive legal services to clients throughout California and Arizona on matters such as real estate, estate planning, probate, business law, and…” Source: RevenueBase Database · checked Sep 29, 2026
14	Ventura Hersey Muller, LLP	Indirect evidence	San Jose, CA, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Indirect evidence “Ventura Hersey & Muller represents individuals and businesses in complex legal matters involving contracts and business disputes, residential and commercial real estate…” Source: RevenueBase Database · checked Sep 29, 2026
15	Bryant Elder LAW	Partial evidence	San Jose, CA, United StatesHQ checked Sep 29, 2026	1-10	3 contacts →
	Partial evidence “At The Law Offices of Lisa C.” Source: RevenueBase Database · checked Sep 29, 2026
16	LAW Offices Of NAN Shen	Indirect evidence	San Jose, CA, United StatesHQ checked Sep 29, 2026	51-200	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026
17	LAW Office Of Cheri E Michaelis	Indirect evidence	San Jose, CA, United StatesHQ checked Sep 29, 2026	11-50	2 contacts →
	Indirect evidence “Based in San Jose, Cheri E.” Source: RevenueBase Database · checked Sep 29, 2026
18	The Dayton LAW Firm	Strong evidence	San Jose, CA, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Strong evidence “We are the Dayton Law Firm, an estate planning and administration firm located in San Jose, California.” Source: RevenueBase Database · checked Sep 29, 2026
19	Dermer LAW Firm	Partial evidence	San Jose, CA, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Partial evidence “From Estate Planning, Tax Representation, Business and Real Estate Law – We have you covered.” Source: RevenueBase Database · checked Sep 29, 2026
20	The LAW Office Of Matthew J Rudy	Partial evidence	San Jose, CA, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Partial evidence “San Jose Divorce Lawyer and Family Law Attorney, The Law office of Mathew J.” Source: RevenueBase Database · checked Sep 29, 2026
21	Caplan Wilkinson LLP	Partial evidence	San Jose, CA, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Partial evidence “Two former legal aid attorneys who started a private law practice to focus on their passion: helping people protect themselves in the final season of life and ensure their wishes…” Source: RevenueBase Database · checked Sep 29, 2026
22	LAW Offices Of Steven E. Springer	Partial evidence	San Jose, CA, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Partial evidence “At the law firm of Steven Springer, residents of Morgan Hill, San Jose, Gilroy, Fremont and their surrounding communities have an experienced and professional advocate for a wide…” Source: RevenueBase Database · checked Sep 29, 2026
23	Steburg LAW Firm	Strong evidence	San Jose, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Strong evidence “Tax resolution and estate, probate and trust administration and litigation law firm in San Jose, California.” Source: RevenueBase Database · checked Sep 29, 2026
24	LAW Offices Of Fleishman & Weisman, PC	Strong evidence	San Jose, CA, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Strong evidence “Full service law firm specializing in providing personalized legal assistance in many areas: Conservatorships Personal Injury Special Needs Trusts Estate Planning Elder Law…” Source: RevenueBase Database · checked Sep 29, 2026
25	LOU Lawyers	Indirect evidence	San Jose, CA, United StatesHQ checked Sep 29, 2026	1-10	1 contacts →
	Indirect evidence “We are business savvy, multi-disciplined, and resourceful.” Source: RevenueBase Database · checked Sep 29, 2026

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: trust administration law 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 trust administration law firms.
Partial evidence: Its own public description names part of trust administration law firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name trust administration law 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 25 of 50 trust administration law firms based in San Jose, United States

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Trust administration law firms based in San Jose, United States at a glance

As of Sep 29, 2026

54.5%Verified-email coverage

10.8Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole United States list rather than for San Jose, so it is reported there. Company counts and contact totals on this page are exact for San Jose, over 50 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 trust administration law 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 San Jose, United States whose own description of what they do matches “trust administration law 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 trust administration law 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 trust administration law firms, and records with no verified work email. Companies headquartered outside San Jose 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, 293 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 29, 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.

Trust administration law firms 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 trust administration law 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 trust administration law firms are there based in San Jose, United States?

RevenueBase identified 50 trust administration law firms headquartered in San Jose, 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?

Berliner Cohen, LLP, headquartered in San Jose, tops this list with the largest team on record.

Which city in the United States has the most trust administration law firms?

New York leads the United States with 294 headquartered companies, followed by Houston (183) and Chicago (182). San Jose has 50.

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 293 verified decision-maker contacts tracked across these 50 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 29, 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.