Accounts & Products
Trust & Estate
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.
Donor-Advised Fund Account
Set up an account that supports the causes you care about, or a trust that generates income before funding future charitable gifts.
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.
Schwab Can Help
Call 877-735-6341 for help with trust and estate accounts.