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Losing a Loved One


Losing a loved one

Trying to make legal and financial decisions after losing a loved one can be difficult. We understand and can help guide you through every step along the way.

A Schwab Financial Consultant can help you:

  • Safeguard your loved one's Schwab accounts from unauthorized or fraudulent activity.

  • Discuss any Schwab accounts your loved one may have owned; we will walk you through the "transfer of ownership" process.

  • Determine how to make the most of any inherited wealth.

Need help?

Call us at 877-302-5886 or visit your local branch.

What to do on your own:

  • Request 10 or more certified copies of the death certificate.

  • Consult with a professional advisor/attorney knowledgeable in estate matters. 

  • Contact the family attorney, CPA, and estate’s executor, if applicable. Decide whether probate is needed. 

  • Collect and organize important legal and financial documents. 

  • Review and update information on personal accounts and property, including updating beneficiary designations, insurance, and property titles. 

  • Inquire about survivor benefits from entities providing benefits/payments to your loved one, including life insurance.

  • Discuss the tax implications of any inherited assets with a tax advisor.

Let us help you with the finances of a lost loved one.

Call us at 877-302-5886 or visit your local branch.

Brokerage and Insurance Products: Are Not Deposits • Are Not FDIC Insured • Are Not Insured by Any Federal Government Agency • Are Not Guaranteed by the Bank or Any Affiliate of the Bank • May Lose Value