Company lists · Data refreshed September 2026
Top 17 Trust and estate lawyers based in San Jose, United States
RevenueBase identified 34 trust and estate lawyers headquartered in San Jose, United States as of September 2026 and tracks 187 professional contacts across them, including 90 with verified work emails. New York is the largest hub.
This list covers trust and estate lawyers 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 22, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 17 largest trust and estate lawyers based in San Jose, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 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 22, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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 22, 2026Thanks. The Data Team will review it. | |||||
| 3 | 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 22, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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 22, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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 22, 2026Thanks. The Data Team will review it. | |||||
| 6 | 3 contacts → | ||||
Indirect evidence “At The Law Offices of Lisa C.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 7 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 8 | 2 contacts → | ||||
Indirect evidence “Based in San Jose, Cheri E.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 9 | 2 contacts → | ||||
Partial evidence “We are the Dayton Law Firm, an estate planning and administration firm located in San Jose, California.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 10 | 2 contacts → | ||||
Partial evidence “From Estate Planning, Tax Representation, Business and Real Estate Law – We have you covered.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 11 | 2 contacts → | ||||
Indirect 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 22, 2026Thanks. The Data Team will review it. | |||||
| 12 | 2 contacts → | ||||
Indirect 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 22, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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 22, 2026Thanks. The Data Team will review it. | |||||
| 14 | 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 22, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 contacts → | ||||
Partial evidence “If you are looking to speak with a determined attorney about your specific estate planning and probate needs, look no further.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Indirect evidence “O’Neill, P.C.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Partial evidence “San Jose employment and business lawyers at Shea & McIntyre, P.C.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: trust and estate lawyers. 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 and estate lawyers.
- Partial evidence
- Its own public description names part of trust and estate lawyers, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name trust and estate lawyers. 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 17 of 34 trust and estate lawyers based in San Jose, United States
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Trust and estate lawyers based in San Jose, United States at a glance
As of Sep 22, 2026Companies by employee count
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 34 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 and estate lawyers, 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 and estate lawyers”. 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 and estate lawyers), 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 and estate lawyers, 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, 90 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 22, 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 and estate lawyers by metro in the United States
- Trust and estate lawyers in New York149
- Trust and estate lawyers in Houston110
- Trust and estate lawyers in Chicago101
- Trust and estate lawyers in Atlanta86
- Trust and estate lawyers in San Diego84
- Trust and estate lawyers in Dallas80
- Trust and estate lawyers in Austin66
- Trust and estate lawyers in Denver66
- Trust and estate lawyers in Los Angeles60
- Trust and estate lawyers in Miami58
- Trust and estate lawyers in Las Vegas54
- Trust and estate lawyers in Tampa50
- Trust and estate lawyers in Boca Raton49
- Trust and estate lawyers in San Francisco49
- Trust and estate lawyers in Orlando48
- Trust and estate lawyers in San Antonio48
- Trust and estate lawyers in Irvine45
- Trust and estate lawyers in Scottsdale43
- Trust and estate lawyers in Seattle43
- Trust and estate lawyers in Sacramento42
- Trust and estate lawyers in Portland41
- Trust and estate lawyers in Charlotte40
- Trust and estate lawyers in Phoenix40
- Trust and estate lawyers in Fort Lauderdale39
- Trust and estate lawyers in Rochester38
- Trust and estate lawyers in Boston37
- Trust and estate lawyers in Raleigh37
- Trust and estate lawyers in Indianapolis36
- Trust and estate lawyers in Columbus35
- Trust and estate lawyers in San Jose34
- Trust and estate lawyers in Columbia33
- Trust and estate lawyers in Walnut Creek33
- Trust and estate lawyers in Washington33
- Trust and estate lawyers in Springfield32
- Trust and estate lawyers in Coral Gables31
- Trust and estate lawyers in Jacksonville31
- Trust and estate lawyers in Oklahoma City29
- Trust and estate lawyers in Cincinnati28
- Trust and estate lawyers in Minneapolis28
- Trust and estate lawyers in Tucson28
- Trust and estate lawyers in Grand Rapids27
- Trust and estate lawyers in Fairfax26
- Trust and estate lawyers in Fort Worth26
- Trust and estate lawyers in Omaha26
- Trust and estate lawyers in Pasadena26
- Trust and estate lawyers in Mesa25
- Trust and estate lawyers in Pittsburgh25
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 and estate lawyers, 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 and estate lawyers are there based in San Jose, United States?
RevenueBase identified 34 trust and estate lawyers 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?
Lonich Patton Ehrlich Policastri, headquartered in San Jose, tops this list with the largest team on record.
Which city has the most trust and estate lawyers?
New York leads with 149 headquartered companies, followed by Houston (110) and Chicago (101).
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 90 verified decision-maker contacts tracked across these 34 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 22, 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.
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