Settling an estate can be time-consuming. An estate planning account is an excellent way to streamline the process of consolidating assets, buying and selling securities, managing cash flow to cover expenses and pay taxes, and more.

Schwab One® Trust Account	Apply Now Download an application or Request an application by mail
A Schwab One trust account allows you to protect and manage your trust’s assets and has all the features of our regular brokerage account. Available for most kinds of trusts and any size estate, this could be the right choice for you if you want to prepare the way for easier management and protection of your assets after your death. More details
Schwab One® Estate Account	Apply Now Download an application or Request an application by mail
A Schwab One estate account combines all the features of our regular brokerage account with the specific services you need to help manage and distribute an estate’s assets, including consolidating assets and accessing cash to pay taxes or cover expenses. This account is designed for executors or court-appointed administrators of estates. More details