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Merrill Lynch

600 California St Fl 8
San Francisco, CA 94108415-955-3700

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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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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

20400 Stevens Creek Blvd #350
Cupertino, CA 95014408-861-2000

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Morgan Stanley Smith Barney

2882 Sand Hill Rd #200
Menlo Park, CA 94025650-234-5100

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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

6160 Stoneridge Mall Rd #150
Pleasanton, CA 94588925-730-3800

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Mosher Financial Group

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

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Nelson Capital Management

1860 Embarcadero Rd Ste 140
Palo Alto, CA 94303650-493-1000

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Northwestern Mutual Financial

60 S Market St #600
San Jose, CA 95113408-535-5700

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Osborne Partners Capital Management

580 California St #1900
San Francisco, CA 94104415-362-5637

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Pillar Wealth Management

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

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Polaris Financial Service

300 Tamal Plz #175
Corte Madera, CA 94925415-927-1818

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Private Portfolios

424 N San Mateo Dr Ste 200
San Mateo, CA 94401650-548-9800

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Rbc Wealth Management

345 California St #29
San Francisco, CA 94104415-445-8660

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Retirement Capital Strategies

1190 Saratoga Ave Ste 140
San Jose, CA 95129408-551-6100

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Rice Financial Consulting

300 E Main St
Los Gatos, CA 95030408-354-3400

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Sage Point Financial

4950 Hamilton Ave #107
San Jose, CA 95130408-374-4787

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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.