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H&R Block

1600 Contra Costa Blvd #D
Pleasant Hill, CA 94523 925-827-9985

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Karen Hedges Cpa

1941 Oak Park Blvd #40
Pleasant Hill, CA 94523 925-933-1425

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Low Accountancy

3478 Buskirk Ave #1004
Pleasant Hill, CA 94523 925-283-0281

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Scott Halversen

140 Gregory Ln Ste 180
Pleasant Hill, CA 94523 925-687-1040

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Timothy F Brophy

395 Civic Dr #J
Pleasant Hill, CA 94523 925-884-8468

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Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid 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. 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.