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Charles Schwab Corporation

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

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Comar & Associates

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

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Concentric Wealth Management

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

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David White & Associates

3150 Crow Canyon Pl Ste 200
San Ramon, CA 94583925-277-2600

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Deyoe Wealth Management

1400 Shattuck Ave #1
Berkeley, CA 94709510-848-0012

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Edward Jones

887 Island Dr Ste E
Alameda, CA 94502510-749-9290

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Fidelity Investments

851 E Hamilton Ave Ste 100
Campbell, CA 95008800-544-4180

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Linsco Private Ledger Fncl Svc

901 Laurel St
San Carlos, CA 94070650-593-2927

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Litman Gregory & Company

100 Larkspur Landing Cir Ste 204
Larkspur, CA 94939415-461-8999

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Morgan Stanley Smith Barney

225 W Santa Clara St
San Jose, CA 95113408-947-2200

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Morgan Stanley Smith Barney

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

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Morgan Stanley Smith Barney

6004 LA Madrona Dr
Scotts Valley, CA 95060831-440-5200

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Saratoga Research & Investment

PO Box 3552
Saratoga, CA 95070408-741-2330

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Schwab Institutional Service

101 Montgomery St
San Francisco, CA 94104415-636-7000

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Td Ameritrade

525 Market St #Stl3
San Francisco, CA 94105415-495-5459

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TIAA-CREF

560 Mission St Fl 10
San Francisco, CA 94105415-882-3736

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UBS Financial Services

2185 N California Blvd Ste 400
Walnut Creek, CA 94596925-937-1200

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V H King Associates

Los Angeles Ave
Berkeley, CA 94707510-528-0271

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Wells Fargo Advisors

2001 N Main St #410
Walnut Creek, CA 94596925-274-0542

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Yellow Brick Road Financial Advisors

14 Funston Ave
San Francisco, CA 94129415-346-2221

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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.