NAICS Code 525920-01 - Estate Consultants

Marketing Level - NAICS 8-Digit

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Total Verified Companies: 35
Contact Emails: 851
Company Websites: 12
Phone Numbers: 11
Business Addresses: 35
Companies with Email: 21
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NAICS CODE 525920-01
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Looking for more companies? See NAICS 525920 - Trusts, Estates, and Agency Accounts - 35 companies, 851 emails.

NAICS Code 525920-01 Description (8-Digit)

Estate Consultants are professionals who provide expert advice and guidance to individuals and families on matters related to trusts, estates, and agency accounts. They assist clients in managing their assets, minimizing taxes, and ensuring that their assets are distributed according to their wishes after their death. Estate Consultants work closely with attorneys, accountants, and financial planners to provide comprehensive estate planning services to their clients. They also provide guidance on the administration of trusts and estates, including the preparation of tax returns and the distribution of assets to beneficiaries.

Parent Code - Official US Census

Official 6‑digit NAICS codes serve as the parent classification used for government registrations and documentation. The marketing-level 8‑digit codes act as child extensions of these official classifications, providing refined segmentation for more precise targeting and detailed niche insights. Related industries are listed under the parent code, offering a broader context of the industry environment. For further details on the official classification for this industry, please visit the U.S. Census Bureau NAICS Code 525920 page

Tools

Tools commonly used in the Estate Consultants industry for day-to-day tasks and operations.

  • Estate planning software
  • Tax planning software
  • Financial analysis software
  • Trust administration software
  • Document management software
  • Asset valuation tools
  • Estate tax calculators
  • Retirement planning tools
  • Investment analysis tools
  • Risk management tools

Industry Examples of Estate Consultants

Common products and services typical of NAICS Code 525920-01, illustrating the main business activities and contributions to the market.

  • Estate planning
  • Trust administration
  • Probate services
  • Wealth management
  • Tax planning
  • Retirement planning
  • Asset protection
  • Business succession planning
  • Charitable giving
  • Family office services

History

A concise historical narrative of NAICS Code 525920-01 covering global milestones and recent developments within the United States.

  • The Estate Consultants industry has a long history dating back to the 19th century when the concept of estate planning was first introduced. In the early days, estate planning was primarily focused on the transfer of wealth from one generation to another. However, with the passage of time, the industry has evolved to include a wide range of services such as tax planning, asset protection, and retirement planning. In the United States, the industry witnessed significant growth in the 1980s and 1990s, as the baby boomer generation began to age and accumulate wealth. This led to an increased demand for estate planning services, which in turn led to the emergence of new players in the industry. Today, the industry is highly competitive, with a large number of firms offering a wide range of services to clients across the country.