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Fidelity Investments

1995 University Ave Ste 120
Berkeley, CA 94704800-225-6447

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Fidelity Investments

251 University Ave
Palo Alto, CA 94301650-321-9021

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Fidelity Investments

2001 N Main St
Walnut Creek, CA 94596925-930-0381

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California Financial Advisors

2303 Camino Ramon Ste 250
San Ramon, CA 94583925-275-1000

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Fidelity Investments

8 Montgomery St
San Francisco, CA 94104800-462-5450

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Vanguard Asset Management Services

PO Box 2600
Valley Forge, PA 19482800-567-5163

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Fidelity Investments

601 Larkspur Landing Cir
Larkspur, CA 94939415-925-9156

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Personal Capital Corp

726 Main St
Redwood City, CA 94063650-556-1078

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Pon Investment Advisory

179 Galewood Cir
San Francisco, CA 94131415-665-5544

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Bingham Osborn & Scarborough

1900 University Ave Ste 108
East Palo Alto, CA 94303650-462-8666

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Charles Schwab

100 Pringle Ave Ste 100
Walnut Creek, CA 94596925-974-2907

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Fidelity Investments

8 Montgomery St
San Francisco, CA 94104415-433-0778

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Fisher Investments

13100 Skyline Blvd
Woodside, CA 94062650-851-3334

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J P King & Assoc

1600 S Main St Ste 100
Walnut Creek, CA 94596925-935-1555

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Morgan Stanley Smith Barney

2 Theatre Sq Ste 322
Orinda, CA 94563925-254-3888

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Morgan Stanley Smith Barney

101 California St
San Francisco, CA 94111415-693-6000

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Waddell & Reed

1999 S Bascom Ave Ste 400
Campbell, CA 95008408-369-9400

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Charles Schwab

106 West Portal Ave
San Francisco, CA 94127415-242-2312

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Fidelity Investments

398 W El Camino Real Ste 102
Sunnyvale, CA 94087408-739-2970

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Financial Connections Group

21 Tamal Vista Blvd
Corte Madera, CA 94925415-924-1091

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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.