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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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Richard Berger

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

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Richard Kaiser

2730 Lone Tree Way Ste 4
Antioch, CA 94509925-757-2661

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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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Stennes & Sabath

7877 Wren Ave Ste B
Gilroy, CA 95020408-842-9466

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Tax Related Services

4104 Bay St
Fremont, CA 94538510-657-0574

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William Donnelly

516 E Maude Ave
Sunnyvale, CA 94085408-737-8305

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Abe Christensen

700 Larkspur Landing Cir #140
Larkspur, CA 94939415-461-4644

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Armanino McKenna

12667 Alcosta Blvd Ste 500
San Ramon, CA 94583925-790-2600

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Barnett & Assoc

451 Los Gatos Blvd Ste 107
Los Gatos, CA 95032408-356-6007

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Bickford Accountancy Corp

1486 Huntington Ave Ste 200
South San Francisco, CA 94080650-583-6000

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Boerio & Company

353 Bel Marin Keys Blvd Ste 1
Novato, CA 94949415-883-3700

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Bruce P Hall

2114 Lombard St Ste 2
San Francisco, CA 94123415-563-6617

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Byrne Seligman & Co

1650 S Amphlett Blvd #124
San Mateo, CA 94402650-345-8400

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Catherine T Cochrane

1054 S DE Anza Blvd Ste 100
San Jose, CA 95129408-996-7543

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Cirimelli Pyle and Associates

901 Campisi Way
Campbell, CA 95008408-879-9990

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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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