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SGC Financial and Insurance Svcs

3 Waters Park Dr
San Mateo, CA 94403800-350-4500

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Sherer Group

1754 Technology Dr Ste 246
San Jose, CA 95110408-984-7526

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Stifel Nicolaus & Co

550 S Winchester Blvd
San Jose, CA 95128408-985-6811

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Summit Financial Group

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

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Ubs Financial Service

64 Willow Pl #200
Menlo Park, CA 94025650-289-7000

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UBS Financial Services

64 Willow Pl Ste 200
Menlo Park, CA 94025650-233-7000

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Valentine Capital Asset Management

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

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Watermark Asset Management

4115 Blackhawk Plaza Cir Ste 200
Danville, CA 94506925-648-4730

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Wells Fargo Advisors

50 Old Courthouse Sq
Santa Rosa, CA 95404707-545-4810

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Wixon-Olin Financial Group

2033 N Main St Ste 600
Walnut Creek, CA 94596925-746-7277

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Young & Associates

1999 S Bascom Ave Ste 910
Campbell, CA 95008408-626-8130

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Advisor Partners

2175 N California Blvd #400
Walnut Creek, CA 94596415-477-9977

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Alpha Wealth Management and Planning

350 Ignacio Blvd
Novato, CA 94949415-382-8188

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American Business and Financial

3130 La Selva St #104
San Mateo, CA 94403650-377-0789

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Ameriprise Financial

1 Market St
San Francisco, CA 94105415-392-2639

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Ameriprise Financial

1919 S Bascom Ave #100
Campbell, CA 95008408-963-2289

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Ameriprise Financial

200 Pringle Ave #550
Walnut Creek, CA 94596925-979-0200

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Ameriprise Financial

2105 S Bascom Ave #185
Campbell, CA 95008408-625-3710

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Ameriprise Financial

3595 MT Diablo Blvd Ste 390
Lafayette, CA 94549925-299-9900

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Atlantic Trust

3 Embarcadero Ctr Ste 1600
San Francisco, CA 94111415-433-5844

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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.