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Estate Planning Team Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

Estate Planning Team has about 70 employees across 2 continents, most of them in North America. By country, the largest groups are United States Of America (99%) and France (1%). Banking and Community & Social Services make up over half of the profiles with a known department. Estate Planning Team's workforce spans 6 departments.

Find Estate Planning Team employees' phone numbers or email addresses

Estate Planning Team Global Highlights

Location
Employees

North America
92

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  • United States Of America
    92

Europe
1

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  • France
    1

North America accounts for 99% of Estate Planning Team's workforce, followed by Europe (1%).

Estate Planning Team's Leadership

  • Case Manager at Estate Planning Team
    C. A.
    Case Manager
    Mobile Phone
  • Capital Gains Specialist at Estate Planning Team
    M. L.
    Capital Gains Specialist
    Mobile Phone

Estate Planning Team Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Support
  • Business
  • Community & Social Services
  • Entertainment
  • Other
  • Consulting
  • Accounting

Banking is the largest department at 56% of profiles with a known department, followed by Community & Social Services (11%) and Consulting (11%).

Contact profiles from Estate Planning Team

Name
Title
Contact
Location
Last Update
  • Case Manager at Estate Planning Team
    C. A.
    Case Manager
    Mobile Phone
    Oct 22, 2024
  • Capital Gains Specialist at Estate Planning Team
    M. L.
    Capital Gains Specialist
    Mobile Phone
    Bay
    Sep 18, 2026

Frequently Asked Questions

What are the largest departments at Estate Planning Team?

Minus sign iconPlus sign iconBanking is the largest department at 56% of profiles with a known department, followed by Community & Social Services (11%) and Consulting (11%). Estate Planning Team's workforce spans 6 departments.

Where are Estate Planning Team's employees located?

Minus sign iconPlus sign iconEstate Planning Team has about 70 employees across 2 continents, most of them in North America. North America accounts for 99% of Estate Planning Team's workforce, followed by Europe (1%). By country, the largest groups are United States Of America (99%) and France (1%).

How many employees does Estate Planning Team have currently?

Minus sign iconPlus sign iconEstate Planning Team has approximately 70 employees as of September 2026. These team members are located across 2 continents, including North America and Europe.

Who are Estate Planning Team's key employees and leadership?

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As of September 2026, Estate Planning Team's key employees include:

  • Case Manager: C. A.
  • Capital Gains Specialist: M. L.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Estate Planning Team's most common email format?

Minus sign iconPlus sign iconEstate Planning Team employees' email format typically follows the pattern of FLast@myept.com. Trying to find reliable and up-to-date employee contact data? Find more Estate Planning Team email formats with LeadIQ.

What is Estate Planning Team known for?

Minus sign iconPlus sign iconEstate Planning Team was founded in 1999 and operates in the Financial Services industry. You can contact Estate Planning Team's main corporate office by phone at
+1-407-391-****
. Explore Estate Planning Team's company overview page for more information.

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