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Vavrinek Trine Day & Co

260 Sheridan Ave Ste 440
Palo Alto, CA 94306650-462-0400

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A L Nella & Co

1390 Market St Ste 1004
San Francisco, CA 94102415-621-2424

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Hock & Co

177 Bovet Rd Ste 600
San Mateo, CA 94402650-574-8611

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Maier Richmond Accountancy Corporation

3595 Almaden Rd
San Jose, CA 95118408-269-4402

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Mc Crone & Co

444 1st St Ste F
Los Altos, CA 94022650-948-7180

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Tim D Brewer

4991 Cherry Ave Ste D
San Jose, CA 95118408-266-0174

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Kopman Tax & Accounting

1223 Solano Ave # 2
Albany, CA 94706510-526-8255

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Lynden & Co

4999 Appian Way
El Sobrante, CA 94803510-758-6800

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Mine & Arao

2105 S Bascom Ave Ste 200
Campbell, CA 95008408-377-7414

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Peckler Kolling Tompkins

450 Sutter St
San Francisco, CA 94108415-394-6600

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Seiler & Co

3 Lagoon Dr Ste 400
Redwood City, CA 94065650-365-4646

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Steven J Axelrod

513 Valencia St Ste 4
San Francisco, CA 94110415-864-1828

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Stone & Mc Laughlin

2440 Taraval St
San Francisco, CA 94116415-661-5900

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Sweeney Kovar

3800 Blackhawk Rd Ste 100
Danville, CA 94506925-648-3660

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Weaver & Mc Cartney

2117 4th St
Livermore, CA 94550925-447-2010

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Arlene K Mose

367 Civic Dr Ste 12
Pleasant Hill, CA 94523925-680-0110

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Burger & Corrick

1280 Civic Dr Ste 208
Walnut Creek, CA 94596925-939-6800

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Burr Pilger & Mayer

3000 El Camino Real Ste 2-250
Palo Alto, CA 94306650-855-6800

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C G Uhlenberg

333 Twin Dolphin Dr
Redwood City, CA 94065650-802-8668

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Daniel J Levy

3403 Hall Ln
Lafayette, CA 94549925-283-7210

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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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