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Crisafi Pryor Farquhar

1220 Howard Ave Ste 200
Burlingame, CA 94010650-697-2727

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Dennis L Lorette Accountancy

2131 San Pablo Ave
Pinole, CA 94564510-741-8299

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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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Gerry Kelly

Redwood City, CA 94061650-216-6700

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H & R Block Tax Service

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

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H & R Block Tax Service

999 El Camino Real
San Carlos, CA 94070650-366-3520

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Henry C Levy & Associates

5940 College Ave Ste C
Oakland, CA 94618510-652-1000

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Jackson Downs & Tsuruda

1985 Bonifacio St Ste 201
Concord, CA 94520925-689-1360

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James Greensald

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

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Janice Driscoll

37702 2nd St
Fremont, CA 94536510-818-0462

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Johanson & Yau Accountancy

160 W Santa Clara St Ste 900
San Jose, CA 95113408-288-5111

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Kawamoto Weil & Co

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

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Ledwith Houghton & Co

643 Bair Island Rd
Redwood City, CA 94063650-306-1400

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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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Morfin Financial Services

1 Franciscan Way
Kensington, CA 94707510-525-0814

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Mowat Mackie & Anderson

1999 Harrison St Ste 1500
Oakland, CA 94612510-893-1120

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Phillip M Wenger

465 California St Ste 210
San Francisco, CA 94104415-433-1317

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Pon & Associates

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

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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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