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.

Why you need an estate plan

Explains the importance of having an estate plan and how it can help your loved ones. 

Annual estate planning checklist

Allows you to review your estate plan to ensure it accurately represents your wishes.

Asset inventory worksheet

Helps you collect and organize key details about your personal situation, assets, and debts.

How to update your beneficiaries

Shows you how to review, add to, or update your beneficiaries and trusted contacts at Schwab.

Guidance and support for the people who matter most.

These estate planning tools can help you clearly explain your directives to your family and provide them with the important information they'll need.

Family conversation toolkit.

Designed to help you break the ice on financial matters, strengthen family ties, and feel confident your wishes are understood. 

Download the family conversation toolkit

What your heirs need to know.

Essential information to simplify the estate process for your heirs and loved ones after you're gone. 

Download the guide for heirs

A few more resources to fill in the details.

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.

Explore estate planning and how Schwab can help you.

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