Estate Planning
Questions?
Call us at 888-213-4695 or visit your local branch.
Proper estate planning is an important component of your financial plan, as it can help your loved ones avoid an expensive, time-consuming process after you pass away.
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Estate planning checklist
Use our 4-step checklist to get started with creating your estate plan.
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Choosing an attorney
Be sure to consult an experienced attorney, as estate laws vary by state.
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Understanding estate taxes
Get tips on how to avoid estate taxes, which can eat away at the estate principal.
Already a Schwab client?
Call our Trust and Estate Specialists at 888-213-4695.
Contact your Financial Consultant or call us anytime at 888-213-4695.
The information provided is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, Schwab recommends that you consult with a qualified tax advisor, CPA, financial planner, or investment manager.
Restrictions apply and certain expenses may be excluded—consult your tax advisor for details.