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.

Learn more about Schwab Trust, Estate, and Charitable accounts

  • Trust Account

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

    Learn more about trust accounts.

     

  • Estate Account

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

    Learn more about estate accounts.

    Download an Application

  • DAFgiving360™

    Set up a donor-advised fund (DAF) account that helps you structure your giving, manage your taxes and simplify recordkeeping. 

    Learn more about a DAF account with DAFgiving360. 

Helpful Resources

  • Schwab Can Help

    Call 866-855-9102 to speak with a Schwab investment professional for help with trust and estate accounts.

  • Additional Resources

    Estate Planning