Trust, Estate & Charitable
Schwab can help with estate planning—whether it's getting you started, guiding you through the process, or putting your plan into action.1 Our accounts can help you streamline the process of consolidating assets, buying and selling securities, managing cash flow to cover expenses and pay taxes, and more.
1. Charles Schwab & Co., Inc. and its employees are not estate planning attorneys and cannot offer tax or legal advice, or create and prepare legal documents associated with such plans.
Contributions of real estate, private equity, or tangible personal property are accepted via a charitable intermediary, with proceeds of your donation transferred to your donor-advised fund account upon liquidation. This intermediary considers donations on a case-by-case basis, and assets typically must be valued at $250,000 or more. Call Schwab Charitable for more information at 800-746-6216.
Schwab Charitable™ is the name used for the combined programs and services of Schwab Charitable Fund™, an independent nonprofit organization. The Fund has entered into service agreements with certain affiliates of The Charles Schwab Corporation.
Schwab Can Help
Call 800-742-6262 for help with trust and estate accounts.