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Keivan Esanipour

800 Airport Blvd Ste 402
Burlingame, CA 94010650-344-9000

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Khush Bodhan

6150 Stoneridge Mall Rd Ste 250
Pleasanton, CA 94588925-226-1819

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Lea Lillian Tax

303 Arlington Ave # B-3
Kensington, CA 94707510-526-2220

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Ledwith Houghton & Co

643 Bair Island Rd
Redwood City, CA 94063650-306-1400

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Leo R Rosi

346 Rheem Blvd Ste 200
Moraga, CA 94556925-376-7840

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Liz Stettiner

2275 Sharon Rd Apt 317
Menlo Park, CA 94025650-854-4627

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Lyon & Assoc

36616 Newark Blvd Ste C
Newark, CA 94560510-713-2424

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M A Pizarek

1055 Sunnyvale Saratoga Rd # 1
Sunnyvale, CA 94087408-865-1040

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Magnolia Group

300 3rd St Ste 7
Los Altos, CA 94022650-559-8980

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Michael West & Assoc

5356 Clayton Rd Ste 216
Concord, CA 94521925-676-7437

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Morris & D'Angelo

999Taylor St
San Jose, CA 95122408-292-2892

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Pallesen & Butler Tax Service

11960 Silvergate Dr Ste 201
Dublin, CA 94568925-803-8013

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Paul D Miller

2890 N Main St
Walnut Creek, CA 94597925-944-5955

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Polly Scatena Vasheresse & May

655 Mariners Island Blvd Ste 304
San Mateo, CA 94404650-578-1200

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Porter & Yee

2300 Contra Costa Blvd Ste 100
Pleasant Hill, CA 94523925-288-0600

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Rankin Carlton Dewitt CPA's

2140 Shattuck Ave Ste 1210
Berkeley, CA 94704510-841-3351

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RINA Accountancy Corporation

475 14th St Ste 1200
Oakland, CA 94612510-893-6908

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Robert R Bordley & Associates

7033 Village Pkwy
Dublin, CA 94568925 829-7370

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Roland Carr

520 Tamalpais Dr Ste 102
Corte Madera, CA 94925415-924-1643

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Seifer Murken Despina & James

2135 Lombard St
San Francisco, CA 94123415-749-5900

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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.

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