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Pillar Wealth Management

1600 S Main St
Walnut Creek, CA 94596925-407-0320

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Ponder Financial Group

755 Main St
Half Moon Bay, CA 94019650-726-0850

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Private Capital Management Associates

80 Cabrillo Hwy N
Half Moon Bay, CA 94019650-712-1000

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Pruneyard Financial

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

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Raymond James

150 Almaden Blvd Ste 1375
San Jose, CA 95113408-279-1724

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Ron Matsui

50 W San Fernando St Ste 900
San Jose, CA 95113408-918-5316

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Sanford Bernstein

555 California St Ste 4300
San Francisco, CA 94104415-217-8000

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Scagliotti & Associates

987 University Ave Ste 8
Los Gatos, CA 95032408-399-9067

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Sid Financial

181 2nd Ave Ste 600
San Mateo, CA 94401650-344-1700

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Sid Financial Services

1670 S Amphlett Blvd Ste 214
San Mateo, CA 94402650-378-8588

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Stifel Nicolaus and Company

1 Montgomery St #37
San Francisco, CA 94104415-398-4475

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Summit Financial Advisors

160 Bovet Rd Ste 405
San Mateo, CA 94402650-357-9412

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Summit Financial Group

2010 Crow Canyon Pl Ste 120
San Ramon, CA 94583925-866-7800

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Tarantino & Associates

3825 Hopyard Rd Ste 170
Pleasanton, CA 94588925-469-6100

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Thrivent Financial

2021 The Alameda Ste 300
San Jose, CA 95126408-984-8777

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Valentine Capital Asset Management

6111 Bollinger Canyon Rd Ste 100
San Ramon, CA 94583925-275-0200

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Valley Oak Wealth Management

2 Ranch Dr
Novato, CA 94945415-895-1200

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Vista Wealth Management

2000 University Ave #201
East Palo Alto, CA 94303650-331-7530

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Wealth & Tax Planners

1646 N California Blvd
Walnut Creek, CA 94596925-938-4300

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Wells Fargo

4 Embarcadero Ctr Ste 900
San Francisco, CA 94111415-490-1200

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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.