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Sanchez & Zures

8300 Greensboro Dr Ste 800
McLean, VA 22102703-349-0330

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T Rowe Price

1600 Tysons Blvd Ste 150
McLean, VA 22102703-873-1200

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T Rowe Price

900 17th St NW # 100
Washington, DC 20006202-466-5000

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TD Ameritrade

11700 Plaza America Dr Ste 100
Reston, VA 20190571-262-7955

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Tweddell Goldberg Investment Management

9005 Woodland Dr
Silver Spring, MD 20910301-650-6567

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Alexandria Financial Assoc

4900 Seminary Rd Ste 105
Alexandria, VA 22311703-671-5959

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Ameriprise Financial

133 Maple Ave E #306
Vienna, VA 22180703-766-9300

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Ameriprise Financial

380 Maple Ave W #202
Vienna, VA 22180703-255-7091

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Ameriprise Financial

9117 Center St
Manassas, VA 20110703-335-9887

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BB&T Wealth Management

6400 Arlington Blvd Ste 400
Falls Church, VA 22042703-531-2059

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Bernhardt Wealth Management

7601 Lewinsville Rd #210
McLean, VA 22102703-356-4380

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Birks Financial Advisors

431 Carlisle Dr Ste A
Herndon, VA 20170703-481-6202

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Brown Advisory

5404 Wisconsin Ave Ste 1000
Chevy Chase, MD 20815240-200-3300

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Capital One

25400 Eastern Marketplace Plz
Chantilly, VA 20152703-327-6649

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Charles Schwab

11874 Market St
Reston, VA 20190703-668-0482

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Charles Schwab

7401 Wisconsin Ave Ste 100
Bethesda, MD 20814301-941-9800

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Clarendon Wealth Management

3033 Wilson Blvd #430
Arlington, VA 22201571-257-3252

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Clarion Wealth Mgmt Partners

12500 Fair Lakes Cir Ste 250
Fairfax, VA 22033703-631-4800

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Compass Wealth Strategies

3168 Braverton St
Edgewater, MD 21037888-502-1725

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Deutsche Bank

1399 New York Ave NW
Washington, DC 20005202-626-7007

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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.