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Leyman & Company

111 Deerwood Rd #200
San Ramon, CA 94583 925-855-9212

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Liberty Tax

6101 Bollinger Cyn Rd #308
San Ramon, CA 94583 925-275-5846

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Werner Group

2010 Crow Canyon Pl #100
San Ramon, CA 94583 925-824-3145

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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.