Company lists · Data refreshed September 2026

Top 25 Wills and trusts companies based in the United States

Name: Wills and trusts companies based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 22, 2026 6,420 companies tracked

RevenueBase identified 6,420 wills and trusts companies headquartered in the United States as of September 2026 and tracks 30,231 professional contacts across them, including 14,807 with verified work emails. New York is the largest hub.

This list covers wills and trusts companies headquartered in the 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 22, 2026 86% judged on-target in blind review

6,420Companies

30,231Contacts tracked

14,807Verified emails

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The 25 largest wills and trusts companies based in the United States

Ranked by team size

Top 25 of 6,420 wills and trusts companies based in the United States, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to wills and trusts companies: 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	Cummings & Lockwood LLC	Indirect evidence	Stamford, CT, United StatesHQ checked Sep 22, 2026	201-500	212 contacts →
	Indirect evidence “Founded in 1909, Cummings & Lockwood provides sophisticated legal representation to individuals and families, family offices, closely held businesses, other commercial enterprises…” Source: RevenueBase Database · checked Sep 22, 2026
2	Harrison LLP	Indirect evidence	12 U.s. Offices, IL, United StatesHQ checked Sep 22, 2026	201-500	160 contacts →
	Indirect evidence “Harrison LLP is a national law firm that assists clients in defining and achieving their private wealth goals, delivering peace of mind through sophisticated and practical legal…” Source: RevenueBase Database · checked Sep 22, 2026
3	Cumberland Trust	Partial evidence	Nashville, TN, United StatesHQ checked Sep 22, 2026	51-200	147 contacts →
	Partial evidence “Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration.” Source: RevenueBase Database · checked Sep 22, 2026
4	Hemenway & Barnes LLP	Partial evidence	Boston, MA, United StatesHQ checked Sep 22, 2026	51-200	140 contacts →
	Partial evidence “Based in Boston, Hemenway & Barnes LLP has served for more than 160 years as trusted counsel to the region’s high net worth families, businesses, and nonprofit organizations.” Source: RevenueBase Database · checked Sep 22, 2026
5	Midwest Trust Company	Partial evidence	Overland Park, KS, United StatesHQ checked Sep 22, 2026	51-200	135 contacts →
	Partial evidence “Trust services that are rooted in meeting your goals.” Source: RevenueBase Database · checked Sep 22, 2026
6	Huck Bouma, PC	Indirect evidence	Wheaton, IL, United StatesHQ checked Sep 22, 2026	51-200	133 contacts →
	Indirect evidence “Huck Bouma, PC has the resources of a downtown Chicago law firm, with the ability to provide personalized, individualized services to you, its clients.” Source: RevenueBase Database · checked Sep 22, 2026
7	Universal Wealth	Indirect evidence	Surprise, AZ, United StatesHQ checked Sep 22, 2026	1,001-5,000	133 contacts →
	Indirect evidence “Universal Wealth is lead by Andre L.” Source: RevenueBase Database · checked Sep 22, 2026
8	Trust & Will	Partial evidence	San Diego, CA, United StatesHQ checked Sep 22, 2026	51-200	131 contacts →
	Partial evidence “Founded in 2017, Trust & Will is the leading digital estate planning platform in the U.S, trusted by over one million individuals and families.” Source: RevenueBase Database · checked Sep 22, 2026
9	Burke, Warren, Mackay & Serritella	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 22, 2026	51-200	129 contacts →
	Indirect evidence “Burke, Warren, MacKay & Serritella, P.C.” Source: RevenueBase Database · checked Sep 22, 2026
10	Darroweverett LLP	Indirect evidence	Providence, RI, United StatesHQ checked Sep 22, 2026	51-200	123 contacts →
	Indirect evidence “DarrowEverett LLP is a full-service law firm known for delivering practical, high-level counsel with speed, precision, and unwavering client focus.” Source: RevenueBase Database · checked Sep 22, 2026
11	OATH	Indirect evidence	Tulsa, OK, United StatesHQ checked Sep 22, 2026	51-200	113 contacts →
	Indirect evidence “Planning for your future can feel overwhelming.” Source: RevenueBase Database · checked Sep 22, 2026
12	Williams Parker	Indirect evidence	Sarasota, FL, United StatesHQ checked Sep 22, 2026	51-200	105 contacts →
	Indirect evidence “From its founding, Williams Parker played a pivotal role in shaping Southwest Florida’s skyline and neighborhoods, supporting the development of banks, schools, the public…” Source: RevenueBase Database · checked Sep 22, 2026
13	Dalton & Finegold, LLP	Indirect evidence	Andover, MA, United StatesHQ checked Sep 22, 2026	51-200	103 contacts →
	Indirect evidence “Dalton & Finegold, LLP specializes in residential and commercial real estate law, estate planning, probate administration, business law, and litigation.” Source: RevenueBase Database · checked Sep 22, 2026
14	Knox Mclaughlin Gornall & Sennett, P.C	Indirect evidence	Erie, PA, United StatesHQ checked Sep 22, 2026	51-200	98 contacts →
	Indirect evidence “We are down-to-earth professionals who successfully combine the diverse disciplines and skills of a large firm with the accessibility and personalized manner of a small firm.” Source: RevenueBase Database · checked Sep 22, 2026
15	FRA Trust Advisors	Indirect evidence	O Fallon, IL, United StatesHQ checked Sep 22, 2026	11-50	95 contacts →
	Indirect evidence “As estate planners we are committed to excellence and use the latest planning tools, so you won't have to risk experimentation on your own.” Source: RevenueBase Database · checked Sep 22, 2026
16	Brown Streza	Indirect evidence	Irvine, CA, United StatesHQ checked Sep 22, 2026	51-200	91 contacts →
	Indirect evidence “Brown \| Streza is a law firm providing exceptional, integrated legal services in the areas of tax, estate, business, charitable planning, mergers and acquisitions, business…” Source: RevenueBase Database · checked Sep 22, 2026
17	Fisher, Tousey, Leas & Ball	Indirect evidence	Jacksonville, FL, United StatesHQ checked Sep 22, 2026	51-200	85 contacts →
	Indirect evidence “Established in 1978, our team at Fisher, Tousey, Leas & Ball, P.A.” Source: RevenueBase Database · checked Sep 22, 2026
18	Melone Hatley, P.C	Indirect evidence	Virginia Beach, VA, United StatesHQ checked Sep 22, 2026	51-200	84 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026
19	Cassin & Cassin LLP	Indirect evidence	New York, NY, United StatesHQ checked Sep 22, 2026	51-200	79 contacts →
	Indirect evidence “Cassin & Cassin LLP, a law firm with three offices in New York City, Purchase, NY and Phoenix, AZ, has four decades of experience providing the highest quality of service to our…” Source: RevenueBase Database · checked Sep 22, 2026
20	Duggan Bertsch, LLC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 22, 2026	51-200	75 contacts →
	Indirect evidence “A law firm dedicated to thoughtful, innovative and uncompromising legal representation for the Private Client.” Source: RevenueBase Database · checked Sep 22, 2026
21	Hallett & Perrin, P.C	Indirect evidence	Dallas, United StatesHQ checked Sep 22, 2026	51-200	69 contacts →
	Indirect evidence “When It Comes To Achieving Your Goals, We're All In.” Source: RevenueBase Database · checked Sep 22, 2026
22	Spotts Fain PC	Indirect evidence	Richmond, VA, United StatesHQ checked Sep 22, 2026	51-200	65 contacts →
	Indirect evidence “Founded in 1988, Spotts Fain is a business law firm focused on advising, counseling and representing businesses in transactional and litigation matters.” Source: RevenueBase Database · checked Sep 22, 2026
23	Carruthers & Roth, P.A	Partial evidence	Greensboro, NC, United StatesHQ checked Sep 22, 2026	51-200	64 contacts →
	Partial evidence “For more than 85 years, Carruthers & Roth has provided trusted legal representation, counsel and planning services to individuals, entrepreneurs, local businesses, and regional…” Source: RevenueBase Database · checked Sep 22, 2026
24	Evans & Davis	Indirect evidence	Edmond, OK, United StatesHQ checked Sep 22, 2026	51-200	60 contacts →
	Indirect evidence “Evans & Davis is a national estate and business planning law firm with licensure in 42 states and offices in Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia…” Source: RevenueBase Database · checked Sep 22, 2026
25	The Probate PRO	Indirect evidence	Royal Oak, MI, United StatesHQ checked Sep 22, 2026	51-200	60 contacts →
	Indirect evidence “The Probate Pro® is America's Probate Law Firm.” Source: RevenueBase Database · checked Sep 22, 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: wills and trusts companies. 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 wills and trusts companies.
Partial evidence: Its own public description names part of wills and trusts companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wills and trusts companies. 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 6,420 wills and trusts companies based in the United States

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Wills and trusts companies based in the United States at a glance

As of Sep 22, 2026

49.0%Verified-email coverage

4.7Average contacts per company

1-10Median size (employees)

1.8%Largest-city concentration · New York

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

5,198

11-50

1,064

51-200

115

201-500

501-1,000

1,001-5,000

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 6,420 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 wills and trusts companies, 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 the United States whose own description of what they do matches “wills and trusts companies”. 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 wills and trusts companies), 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 wills and trusts companies, and records with no verified work email. Companies headquartered outside United States 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, 14,807 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.

Wills and trusts companies by metro

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 wills and trusts companies, 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 wills and trusts companies are there based in the United States?

RevenueBase identified 6,420 wills and trusts companies headquartered in the 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?

Cummings & Lockwood LLC, headquartered in Stamford, tops this list with the largest team on record.

Which city has the most wills and trusts companies?

New York leads with 117 headquartered companies, followed by Houston (84) and Chicago (74).

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 14,807 verified decision-maker contacts tracked across these 6,420 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.