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Arding Accountancy

2171 Shattuck Ave Ste A
Berkeley, CA 94704510-845-5912

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Audrey Horning

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

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Bauerle Lee & Assoc

20 S Santa Cruz Ave Ste 210
Los Gatos, CA 95030408-399-4680

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Bushnell & Assoc

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

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Chek Tan & Co

1388 Sutter St Ste 510
San Francisco, CA 94109415-673-8573

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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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Delucchi Hawn & Co

333 W Santa Clara St Ste 700
San Jose, CA 95113408-286-2200

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Dorothy H Kather

5050 El Camino Real Ste 109
Los Altos Hills, CA 94022650-960-1520

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Ernst Wintter & Associates

675 Ygnacio Valley Rd Ste A200
Walnut Creek, CA 94596925-933-2626

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Friedman & Perry

39560 Stevenson Pl Ste 112
Fremont, CA 94539510-794-7555

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Galligan Thompson & Flocas

630 N San Mateo Dr
San Mateo, CA 94401650-349-1040

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H & R Block Tax Service

456 E El Camino Real
Sunnyvale, CA 94087408-720-8654

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H & R Block Tax Service

717 E El Camino Real Ste 3
Sunnyvale, CA 94087408-739-2294

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H & R Block Tax Service

813 Marina Village Pkwy # 100
Alameda, CA 94501510-865-0171

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H & R Block Tax Svc

1317 Linda Mar Shopping Ctr
Pacifica, CA 94044650-355-0165

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Jerald Putman & Assoc

2238 Morello Ave
Pleasant Hill, CA 94523925-827-1400

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Linda La Honta Cpa

250 Lafayette Cir
Lafayette, CA 94549925-385-0714

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Mark Setzen

PO Box 7467
Menlo Park, CA 94026650-473-9447

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Moore Accountancy

1175 Saratoga Ave Ste 6
San Jose, CA 95129408-253-8599

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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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