Estate Planning Attorneys email list
Access 26,774 estate planning attorneys across the U.S. — from solo practitioners to boutique wealth management firms. Selling legal software, financial services, or educational programs? This database connects you with attorneys who handle high-value estates and complex trust work.
Licensed estate planning attorneys specializing in wills, trusts, estate administration, and wealth transfer planning
Ready-to-contact leads
Unique email records
Monthly demand
Avg. Google searches
Growth trend
Industry trajectory
Avg. annual revenue
Per firm
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| Company | Location | Phone | Website | |
|---|---|---|---|---|
| Destiny Estates & Bargains | Summerfield, FL | +13526932460 | info@destinyestatesales.com | www.destinyestatesales.com |
| Estate Sales of Central Florida- The Original Estate Company | Melbourne, FL | +13212157955 | estates56@yahoo.com | www.estatesalesofcentralfl.com |
| Shane Batchelor - Grafe & Batchelor, P.C. | Festus, MO | +16362205934 | shane@gblawmo.com | www.gblawmo.com |
| Mark J McGowan Law Offices PC | Palm Desert, CA | +17603403332 | stanford.jd@mcgowanlaw.net | www.markjmcgowan.com |
| A+ Legal Document Assistants | Santa Rosa, CA | +17072413067 | apluslegaldocassist@gmail.com | santarosaparalegalservices.com |
| The Law Office of James Tittle | League City, TX | +12818145323 | james@leaguecitylaw.com | www.leaguecitylaw.com |
| Law Office of Tony Swartz | Ellensburg, WA | +15092937593 | tony@ellensburglawyer.com | tonyswartzlaw.com |
| Pepicelli, Youngs and Youngs PC | Meadville, PA | +18143377000 | info@pyylaw.com | pyylaw.com |
| Law Office of Cheryl Garrity | Burlington, MA | +17814256258 | amy@cherylgarrity.com | cherylgarrity.com |
| Hyde Brown Wilson | Attorneys at Law | Waynesville, NC | +18284522556 | 00pmhello@hbwlaw.comsend | www.hbwlaw.com |
+ 26,764 more verified contacts | ||||
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Database Overview
What You Get
- Full CSV/Excel export
- Location & specialization filters
- Verified contact information
- Company business profiles
Coverage Statistics
Top Cities
- Los Angeles, CA285 firms
- New York, NY245 firms
- Miami, FL185 firms
Top States
- California2,850 firms
- Florida2,150 firms
- New York1,950 firms
What they do
Estate planning attorneys help clients prepare for wealth transfer, minimize taxes, and protect assets through wills, trusts, and comprehensive estate plans. They provide legal guidance for preserving family wealth and ensuring smooth estate administration.
Daily responsibilities
- Draft comprehensive estate planning documents including wills, trusts, and powers of attorney
- Provide tax planning strategies for minimizing estate and gift tax liabilities
- Counsel clients on wealth transfer techniques and asset protection strategies
- Administer estates and trusts, handle probate proceedings, and resolve estate disputes
- Coordinate with financial advisors, accountants, and insurance professionals for comprehensive planning
- Review and update existing estate plans based on law changes and client circumstances
Required skills
- Law degree and bar admission with specialization in estate planning, tax law, and trust administration
- Expertise in federal and state tax codes affecting estates, gifts, and wealth transfers
- Document drafting skills for complex wills, trusts, and estate planning instruments
- Client counseling abilities for sensitive family wealth and legacy planning discussions
- Analytical skills for evaluating complex family situations and recommending appropriate planning strategies
Compensation snapshot
- Average annual: $185,000 median annual for estate planning attorneys
- Salary range: $120K-$350K annually depending on client base and specialization
- Top earners: High-net-worth estate attorneys: $300K-$750K+ annually
- Commission per sale: $1,500-15,000 per estate plan depending on complexity
- Hourly rate: $200-500/hour for estate planning consultations and document preparation
How they get started
Law school → Bar examination → General practice experience → Estate planning specialization → Estate law practice
- Minimum education: Law degree (JD) from accredited law school plus bar examination
- Time to get started: 7+ years: 4 years undergraduate plus 3 years law school plus specialization experience
Required certifications
- Bar admission in state of practice (required)
- Estate planning specialization certification (preferred)
- Tax law continuing education and advanced estate planning training
- Continuing Legal Education (CLE) in estate and tax planning
- Professional liability insurance for legal malpractice coverage
Licensed estate planning attorneys specializing in wills, trusts, estate administration, and wealth transfer planning
Peak season
Year-end (October-December) for tax planning and first quarter (January-March) for plan implementation
Most buyers close deals here
Slow season
Summer months (June-August) with vacation schedules and reduced estate planning activity
Great for nurturing and demos
Monthly demand
18,000
Average Google searches
Growth
+7% annually
Year-over-year trend
Business focus
2,945 operate primarily in this category, with 23.6% running no more than two service lines.
Best time to reach out
Tuesday-Thursday, 9-11 AM or 2-4 PM, avoiding client consultation hours
Subject lines that get replies
- Estate planning software with document assembly and trust administration tools
- Tax law continuing education programs for estate planning attorneys
- Client relationship management systems designed for long-term estate planning practices
Value props to highlight
- Comprehensive estate planning software with document generation and tax optimization tools
- Professional development resources for staying current with estate and tax law changes
- Practice management systems designed for complex estate planning client relationships and multi-generational services
Pain points you can solve
- Staying current with constantly changing federal and state tax laws affecting estate planning
- Managing sensitive family dynamics and complex wealth transfer situations
- Coordinating with multiple professionals including accountants, financial advisors, and insurance agents
- Balancing comprehensive planning with client understanding and decision-making timeframes
- Competing with online estate planning services and DIY document preparation tools
Ideal company size
- Solo estate planning practices (100-300 clients): Need estate planning software, document assembly tools, and client management systems
- Small estate law firms (2-5 attorneys): Require collaborative document systems, trust administration platforms, and tax planning tools
- Mid-size estate firms (6-15 attorneys): Focus on comprehensive estate management, high-net-worth client services, and multi-generational planning
- Large estate law firms (15+ attorneys): Need enterprise estate planning systems, wealth management coordination, and institutional client services
Budget indicators
- Investment in estate planning software, document assembly systems, and legal research databases ($5K-25K annually)
- Professional development including tax law education, estate planning conferences, and specialization training
- Client relationship management systems for long-term estate planning relationships and family coordination
- Professional liability insurance with estate planning specialization and high-value client coverage
Discovery questions
- What types of estate planning do you focus on (simple wills, complex trusts, high-net-worth planning)?
- Do you handle estate administration, probate, and trust management services?
- How do you coordinate with financial advisors and tax professionals for comprehensive planning?
- What is your typical client profile and average estate planning engagement?
- Do you provide ongoing estate plan reviews and updates for changing circumstances?
Who signs off
Estate planning attorneys, law firm partners, and practice managers make decisions on legal software, continuing education, and client service tools.
Average firm size: Most estate planning practices are small firms with 1-8 attorneys specializing in estate and tax law.