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Morling & Company

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

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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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AARP Tax-Aide

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

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Beal & Weil Tax Service

1329 Solano Ave
Albany, CA 94706510-524-4820

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Couch & Associates

6500 Fairmount Ave Ste 7C
El Cerrito, CA 94530510-558-8060

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Finck Rudnick & Co

525 Middlefield Rd Ste 119
Menlo Park, CA 94025650-326-5942

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Foss Financials

1826 Catalina Ct
Livermore, CA 94550925-443-0483

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H & R Block Tax Service

6467 Almaden Expy Ste 30
San Jose, CA 95120408-927-5253

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James Greensald

1801 N California Blvd
Walnut Creek, CA 94596925-933-6722

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Kawamoto Weil & Co

150 E Campbell Ave Ste 201
Campbell, CA 95008408-379-1040

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Mary Husi

1688 Willow St
San Jose, CA 95125408-267-1003

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Master Tax Counselors

6106 Iowa Dr
San Jose, CA 95123408-363-3555

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Pon & Associates

240 Twin Dolphin Dr Ste F
Redwood City, CA 94065650-508-1268

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Pruneyard Financial

1999 S Bascom Ave Ste 990
Campbell, CA 95008408-377-4444

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Richard Berger

6239 College Ave Ste 203
Oakland, CA 94618510-655-9893

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Robert Avon

39560 Stevenson Pl Ste 120
Fremont, CA 94539510-793-3240

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Salmann Yang & Alameda

4900 Hopyard Rd Ste 183
Pleasanton, CA 94588925-426-7744

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Sean Mueller & Assoc

1865 Pleasant Valley Ave
Oakland, CA 94611510-658-5600

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Sharon Galat

1054 S DE Anza Blvd Ste 100
San Jose, CA 95129408-996-3900

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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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