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Merrill Lynch

1152 15th St NW Ste 6000
Washington, DC 20005202-659-7222

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Fidelity Investments

1900 K St NW
Washington, DC 20006202-463-0496

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UBS Financial Services

1501 K St NW Ste 1100
Washington, DC 20005202-585-4000

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Bernstein Investment Research

800 Connecticut Ave NW # 1001
Washington, DC 20006202-261-6700

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Wells Fargo Advisors

5301 Wisconsin Ave NW Ste 400
Washington, DC 20015202-364-1600

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Morgan Stanley Smith Barney

1850 K St NW #900
Washington, DC 20006202-857-5444

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Wells Fargo Advisors

1133 Connecticut Ave NW Ste 900
Washington, DC 20036202-861-4400

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Armstrong Fleming & Moore

1850 M St NW Ste 250
Washington, DC 20036202-887-8135

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Janney Montgomery Scott

1255 23rd St NW Ste 150
Washington, DC 20037202-955-4300

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MainStreet Financial Planning

1425 K St NW Ste 350
Washington, DC 20005202-448-9032

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Ameriprise Financial

1906 Sunderland Pl NW Fl 4
Washington, DC 20036202-293-9797

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Merrill Lynch

555 12th St NW
Washington, DC 20004202-434-4700

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Frango Financial

4301 Connecticut Ave NW
Washington, DC 20008202-244-4460

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Morgan Stanley Smith Barney

1747 Pennsylvania Ave NW #900
Washington, DC 20006202-331-1212

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Morgan Stanley Smith Barney

1775 I St NW Ste 200
Washington, DC 20006202-862-9000

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Colony Group

700 12th St NW
Washington, DC 20005202-000-1111

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Morgan Stanley Smith Barney

1225 Connecticut Ave NW
Washington, DC 20036202-857-8188

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RBC Wealth Management

1700 Pennsylvania Ave NW Ste 700
Washington, DC 20006202-661-9500

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T Rowe Price

900 17th St NW # 100
Washington, DC 20006202-466-5000

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Deutsche Bank

1399 New York Ave NW
Washington, DC 20005202-626-7007

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We compiled basic estate planning dos and don'ts by asking a dozen helpful attorneys to share their top estate planning strategies for saving hassles and money—and for their warnings about 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. Give copies of your roadmap to your attorney, immediate family, and/or friends. 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.