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Malcolm H Gissen & Associates

1700 California St Ste 335
San Francisco, CA 94109415-749-6565

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Maureen Hughes

3011 Citrus Cir Ste 100
Walnut Creek, CA 94598925-355-1588

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Meritas Wealth Management

Larkspur, CA 94939415-300-4560

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Merrill Lynch

220 Montgomery St Ste 600
San Francisco, CA 94104415-781-7430

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Merrill Lynch

333 Middlefield Rd
Menlo Park, CA 94025650-473-7888

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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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Merrill Lynch Wealth Management

4900 Hopyard Rd
Pleasanton, CA 94588925-227-6611

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Monica Padillafroning

251 Waterman Cir
Danville, CA 94526925-838-9445

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Moore Financial Advice

572 Wisconsin St
San Francisco, CA 94107415-800-7972

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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

333 W San Carlos St Ste 1100
San Jose, CA 95110408-286-6060

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Morgan Stanley Smith Barney

411 Borel Ave Ste 220
San Mateo, CA 94402650-358-1800

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Natural Bridges Financial

332 Columbia St
Santa Cruz, CA 95060831-421-0700

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Oak Tree Wealth Management

3180 Crow Canyon Pl #220
San Ramon, CA 94583925-314-8100

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Park Miller

2121 N California Blvd
Walnut Creek, CA 94596925-974-3324

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Parsons Andersen CPAs & Parsons Financial Advisors

721 Purissima St # C
Half Moon Bay, CA 94019650-726-0640

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Pettinelli Associates

201 Redwood Shores Pkwy #100
Redwood City, CA 94065650-595-4600

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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.