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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.

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 work in conjunction with 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