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You may use the online application for revocable trusts, i.e., living trusts, where all Grantor(s), current Trustee(s) and Beneficiary(ies) are the same individual(s). For example, Husband and Wife are the Grantors, Trustees and Beneficiaries. Please download the Schwab One Trust Account application for all other trust types.

For trusts with more than 2 co-trustees, please download and complete a Schwab One Trust Account application .

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