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Higham Richards & Vranes

1035 Alameda de Las Pulgas
Belmont, CA 94002650-592-1521

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J William Pezick

1307 Solano Ave
Albany, CA 94706510-526-6121

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Jackson Downs & Tsuruda

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

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Janice Driscoll

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

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Jones Schiller & Co

507 Polk St # 200
San Francisco, CA 94102415-771-5335

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Kaplan Tax

PO Box 2807
Novato, CA 94948415-884-2318

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KLN Financial Group

5150 Graves Ave Ste 8A
San Jose, CA 95129408-865-6691

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Larry D Hallum

1101 5th Ave Ste 375
San Rafael, CA 94901415-456-7400

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Larry Jacobs

1955 Mountain Blvd Ste 109
Oakland, CA 94611510-339-8295

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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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Patricia Joan Dugoni

1720 Marco Polo Way
Burlingame, CA 94010650-697-1051

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Peter H Abel

6239 College Ave Ste 203
Oakland, CA 94618510-420-8188

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Phillip M Wenger

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

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Richard Kaiser

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

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Ron Carpenter

7901 Stoneridge Dr Ste 201
Pleasanton, CA 94588925-460-0850

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Sal Censoprano

957 Laguna Cir
Foster City, CA 94404650-349-8982

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Sanjiv Gupta Cpa

39111 Paseo Padre Pkwy #117
Fremont, CA 94538510-818-0437

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Stephens & Brugato

541 Jefferson Ave Ste 104
Redwood City, CA 94063650-366-0668

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Stern & Associates

2145 19th Ave
San Francisco, CA 94116415-668-3130

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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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