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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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Kelvin Brown & Assoc

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

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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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Mc Farlane Cazale & Assoc

1631 Willow St Ste 200
San Jose, CA 95125408-265-2950

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Moore Accountancy

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

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Morling & Company

44 Montgomery St Ste 1900
San Francisco, CA 94104415-956-9500

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Nino Cefalu & Co

1307 S Mary Ave Ste 105
Sunnyvale, CA 94087408-737-0150

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Parsons Andersen CPAs & Parsons Financial Advisors

721 Purissima St # C
Half Moon Bay, CA 94019650-726-0640

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Regalia & Assoc

103 Town and Country Dr Ste K
Danville, CA 94526925-314-0390

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Southward & Assoc

129 Laurel St
San Carlos, CA 94070650-591-9661

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AARP Tax-Aide

1 W Campbell Ave
Campbell, CA 95008888-687-2277

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Anspach Financial Group

818 5th Ave Ste 100
San Rafael, CA 94901415-457-5780

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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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