Plan on your own with confidence.
Get started with easy-to-follow guides, helpful checklists, educational articles and videos, and other estate planning resources.
Ready to start planning your estate?
Use these guides to prepare and plan for your legacy, navigate difficult conversations, and help inform your loved ones of your wishes.
Some helpful resources to fill in the details.
Create a more detailed plan for your estate with these worksheets, checklists, and more.
Are your beneficiaries up to date?
Having designated beneficiaries helps avoid probate courts and greatly simplifies the distribution of your assets. Our comprehensive guide makes it easy to review, add to, or update your beneficiaries on Schwab.com.
Need help with estate planning or a recent inheritance? We're here to support you.
Connect with a Schwab professional for help with your financial situation, no matter how simple or complex.