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
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Trust Account
Plan ahead and simplify the management and protection of your assets.
Learn more about trust accounts.
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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.
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Schwab Charitable
Set up an account that helps you structure your giving, manage taxes and simplify recordkeeping.
Learn more about a Schwab Charitable account.
Helpful Resources
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Schwab Can Help
Call 866-855-9102 to speak with a Schwab investment professional for help with trust and estate accounts.