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Brighton Jones

242 California St
San Francisco, CA 94111415-673-3632

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Concentric Wealth Management

251 Lafayette Cir Ste 200
Lafayette, CA 94549925-962-1100

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Cornerstone Wealth Management

1 Annabel Ln Ste 205
San Ramon, CA 94583925-824-2810

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Edward Jones

647 Healdsburg Ave
Healdsburg, CA 95448707-433-3412

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Morgan Stanley Smith Barney

2175 N California Blvd Ste 500
Walnut Creek, CA 94596925-934-0400

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Morgan Stanley Smith Barney

2775 Sand Hill Rd Ste 120
Menlo Park, CA 94025650-926-7600

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Morgan Stanley Smith Barney

555 California St #2200
San Francisco, CA 94104415-576-2000

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A and A Financial

466 Porter Ln
San Jose, CA 95127408-251-3044

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Ameriprise Financial

1320 Willow Pass Rd Ste 710
Concord, CA 94520925-681-1800

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Ameriprise Financial

1355 San Carlos Ave #A
San Carlos, CA 94070650-232-2021

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Ameriprise Financial

255 Shoreline Dr #400
Redwood City, CA 94065650-654-4235

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Ameriprise Financial

533 Airport Blvd
Burlingame, CA 94010650-401-2280

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Capital Advantage

3708 MT Diablo Blvd Ste 200
Lafayette, CA 94549925-299-1500

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Charles Schwab

10 E Hamilton Ave Ste 800
Campbell, CA 95008408-341-4680

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Charles Schwab

1300 S El Camino Real Ste 110
San Mateo, CA 94402650-358-5517

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Charles Schwab

1700 Soscol Ave Ste 3
Napa, CA 94559707-259-2900

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Charles Schwab

215 Fremont St
San Francisco, CA 94105415-281-6484

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Charles Schwab Corporation

120 Kearny St
San Francisco, CA 94108415-667-7000

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Citibank

All locations combined

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Comar & Associates

1333 N California Blvd
Walnut Creek, CA 94596925-295-1900

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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.