Download the Schwab app from iTunes®Get the AppClose

Accounts & Products
Questions? Get answers now. Live Chat.
 

Trust, Estate & Charitable

Print

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.

Trust Account
 

Plan ahead and simplify the management and protection of your assets.
 

Estate Account
 

Manage and distribute an estate's assets, including consolidating assets and accessing cash to pay taxes or cover expenses.
 

Schwab Charitable

Set up an account that supports the causes you care about, or a trust that generates income before funding future charitable gifts.
 


Schwab Can Help

Call 877-735-6341 for help with trust and estate accounts.

Additional Resources

Estate Planning