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Lodestar Private Asset Management

3201 Danville Blvd #275
Alamo, CA 94507925-838-1234

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Lpl Financial

1320 MT Diablo Blvd Ste 200
Walnut Creek, CA 94596925-300-3222

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Malcolm H Gissen & Associates

1700 California St Ste 335
San Francisco, CA 94109415-749-6565

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Maureen Hughes

3011 Citrus Cir Ste 100
Walnut Creek, CA 94598925-355-1588

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McKinley Financial Group

555 Twin Dolphin Dr Ste 170
Redwood City, CA 94065650-551-8900

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Meritas Wealth Management

Larkspur, CA 94939415-300-4560

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Merrill Lynch

101 California St Ste 2575
San Francisco, CA 94111415-274-6000

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Merrill Lynch

220 Montgomery St Ste 600
San Francisco, CA 94104415-781-7430

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Merrill Lynch Wealth Management

101 S Ellsworth Ave
San Mateo, CA 94401650-579-3000

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Merrill Lynch Wealth Management

1111 Broadway
Oakland, CA 94607510-208-3801

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Merrill Lynch Wealth Management

90 S E St
Santa Rosa, CA 95404707-575-6300

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Monica Padillafroning

251 Waterman Cir
Danville, CA 94526925-838-9445

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Moore Financial Advice

572 Wisconsin St
San Francisco, CA 94107415-800-7972

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Morgan Stanley Smith Barney

1 Kaiser Plz Ste 900
Oakland, CA 94612510-839-8080

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Morgan Stanley Smith Barney

1 Sansome St Fl 38
San Francisco, CA 94104415-984-6500

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Morgan Stanley Smith Barney

333 W San Carlos St Ste 1100
San Jose, CA 95110408-286-6060

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Morgan Stanley Smith Barney

411 Borel Ave Ste 220
San Mateo, CA 94402650-358-1800

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Morgan Stanley Smith Barney

555 California St
San Francisco, CA 94104415-955-1500

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Mosher & Ellis Financial

3658 MT Diablo Blvd Ste 210
Lafayette, CA 94549925-284-9470

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Natural Bridges Financial

332 Columbia St
Santa Cruz, CA 95060831-421-0700

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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.