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H & R Block Tax Service

1745 Van Ness Ave
San Francisco, CA 94109415-441-2666

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Michael Gray

4111 18th St Ste 8
San Francisco, CA 94114415-621-2261

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Proulx & Associates

1754 Technology Dr Ste 140
San Jose, CA 95110408-573-9220

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Putney-Klein Financial

1243 Alpine Rd Ste 219
Walnut Creek, CA 94596925-932-2612

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R D's Tax & Bookkeeping Service

3190 S Bascom #205
Campbell, CA 95008408-879-9181

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Abbott Stringham & Lynch

1550 Leigh Ave
San Jose, CA 95125408-377-8700

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Brokstein & Rosen

3100 Oak Rd Ste 300
Walnut Creek, CA 94597925-930-8108

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Financial Fitness Center

295 27th St
Oakland, CA 94612510-653-1914

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H & R Block Tax Service

1860 El Camino Real Ste 106
Burlingame, CA 94010650-552-9081

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H & R Block Tax Service

2370 Market St
San Francisco, CA 94114415-241-0318

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Kelvin Brown & Assoc

628 2nd Ave Ste 105
Crockett, CA 94525510-724-8787

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MacPherson & MacPherson

37 Vicente St
San Francisco, CA 94127415-731-5300

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Perotti & Carrade

1100 Larkspur Landing Cir Ste 358
Larkspur, CA 94939415-461-8500

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Professional Income Tax Service

3849 Castro Valley Blvd
Castro Valley, CA 94546510-582-2015

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Ron Yee

1004 Middlefield Rd
Berkeley, CA 94708510-843-6511

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Temen Kaiser and Cameron Cpas

2730 Lone Tree Way
Calistoga, CA 94515707-942-5333

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Audrey Horning

1983 Second St #B
Livermore, CA 94550925-243-1040

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Bushnell & Assoc

2055 Grant Rd # 200
Los Altos, CA 94024650-962-9700

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Daines Accounting

707 Menlo Ave Ste 200
Menlo Park, CA 94025650-323-5955

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Deaton Michaels & Hall

987 University Ave Ste 22
Los Gatos, CA 95032408-354-9922

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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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