Protect your assets and your family’s future

Schwab can help with your estate planning—whether it’s getting started, guiding you through the process, or putting your plan into action.¹

Make sure your current needs and future wishes are met
Ensure the desired distribution of your assets. Minimize taxes, expenses, and unnecessary delays. Appoint guardians to care for your children. Provide financial security for your family. Make provisions in case you become incapacitated.
Take these five steps to implement your plan	See how Schwab can help
1. Understand the fundamentals of estate planning— how it works and how it might benefit you.	Start Your Plan

2. Inventory your assets, liabilities, and beneficiary designations and estimate estate settlement costs.	Estate Planning Worksheet Estate Tax and Probate Calculator

3. Choose an attorney to assist in planning, preparing documents, and selecting a trustee.	Select an Attorney

4. Explore alternatives and create a plan with your attorney.	Estate Planning Alternatives

5. Put your plan into action.	Implement Your Plan

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.

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Get a complimentary guide

Call 800-435-4000 for a copy of Schwab's Estate Planning Guide.

Take the next step

Open an estate or trust account today.

Facing a major milestone?

Visit the Life Events section for help with being the executor of a will, changing jobs, and other life transitions.