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Fidelity Investments

601 Larkspur Landing Cir
Larkspur, CA 94939 800-990-1139

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Very thorough consultation and resulting recommendations - and assistance with... - May 16, 2026

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Abunda Financial

1 Harbor Dr #300
Sausalito, CA 94965 415-339-8944

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Marin Financial Advisors

80 E Sir Francis Drake Blvd #1A
Larkspur, CA 94939 415-925-1212

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expensive but worth it - Mar 13, 2023

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HCM Wealth

1101 Fifth Ave #160
San Rafael, CA 94901 415-464-5650

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Meritas Wealth Management

3950 Civic Center Dr #210
San Rafael, CA 94903 415-300-4560

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.