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Morgan Stanley Smith Barney

PO Box 8179
Walnut Creek, CA 94596925-939-5100

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Mosher Financial Group

256 Laguna Honda Blvd
San Francisco, CA 94116415-681-2000

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Saratoga Research & Investment

PO Box 3552
Saratoga, CA 95070408-741-2330

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V H King Associates

Los Angeles Ave
Berkeley, CA 94707510-528-0271

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Wells Fargo

555 California St Ste 2300
San Francisco, CA 94104415-291-1200

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Wells Fargo Advisors

465 California St #250
San Francisco, CA 94104415-395-2436

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Wells Fargo Advisors

4900 Hopyard Rd #275
Pleasanton, CA 94588925-416-1010

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Yellow Brick Road Financial Advisors

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

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A C Financial

1190 Saratoga Ave
San Jose, CA 95129408-217-9334

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AAA Financial Education

PO Box 3777
Santa Rosa, CA 95402707-237-8903

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Ameriprise Financial

101 California St Ste 2450
San Francisco, CA 94111415-946-8845

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Ameriprise Financial

180 Montgomery St Ste 1700
San Francisco, CA 94104415-288-7337

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Ameriprise Financial

1919 S Bascom Ave #100
Campbell, CA 95008408-963-2250

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Ameriprise Financial

2233 Olympic Blvd
Walnut Creek, CA 94595925-952-9810

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Ameriprise Financial

255 Shoreline Dr #400
Redwood City, CA 94065650-654-4268

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Ameriprise Financial

50 W San Fernando St #900
San Jose, CA 95113408-918-5300

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Aspiriant

101 2nd St Ste 1400
San Francisco, CA 94105415-371-7800

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Atherton Lane Advisors

3000 Sand Hill Rd Ste 1-270
Menlo Park, CA 94025650-233-3776

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Ben Yohanan

903 Sneath Ln #121
San Bruno, CA 94406650-583-8815

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Bennicas & Associates

2995 Woodside Rd Ste 250
Woodside, CA 94062650-851-4601

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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.