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Varilpan

19775 Belmont Executive Plz Ste 320
Ashburn, VA 20147703-771-8194

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Wells Fargo Advisors

7600 Wisconsin Ave Ste 100
Bethesda, MD 20814301-961-0100

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Armstrong Fleming & Moore

1850 M St NW Ste 250
Washington, DC 20036202-887-8135

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CJM Wealth Advisors

11320 Random Hills Rd Ste 250
Fairfax, VA 22030703-425-0700

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Edward Jones

7420 Alban Station Blvd Ste B202
Springfield, VA 22150703-644-6046

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Geoffrey Sella

3201 Tower Oaks Blvd
Rockville, MD 20877301-770-6800

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Halpern Financial

11 N Washington St #720
Rockville, MD 20850240-268-1000

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Janney Montgomery Scott

1255 23rd St NW Ste 150
Washington, DC 20037202-955-4300

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Law & Assoc

6111 Tulane Ave
Glen Echo, MD 20812301-229-8500

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Merrill Lynch

555 12th St NW
Washington, DC 20004202-434-4700

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Morgan Stanley Smith Barney

7500 Old Georgetown Rd Fl 10
Bethesda, MD 20814301-961-1800

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Omega Wealth Management

200 N Glebe Rd Ste 812
Arlington, VA 22203703-387-0919

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Spire Investment Partners

7918 Jones Branch Dr Ste 750
McLean, VA 22102703-748-5800

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UBS Financial Services

8045 Leesburg Pike
Vienna, VA 22182703-734-8400

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USAA Wealth Management

8065 Leesburg Pike
Vienna, VA 22182800-292-8800

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Acorn Financial Services

3600 Chain Bridge Rd
Fairfax, VA 22030703-293-3100

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Ameriprise Financial

12848 Harbor Dr Ste 101
Woodbridge, VA 22192703-492-7732

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Ameriprise Financial

8045 Leesburg Pike #500
Vienna, VA 22182703-848-4600

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Charles Schwab

330 John Carlyle St Ste 120
Alexandria, VA 22314703-299-3260

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First Command Financial Planning

5285 Shawnee Rd #305
Alexandria, VA 22312703-921-0500

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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.