Advice

Personalized guidance for every stage of your estate plan.

Whether you're setting up your first trust or reviewing a plan you've had for years, a Schwab trust specialist can help you think it through.

A financial advisor meeting with clients at a table

Good advice starts with understanding your goals. Our trust and estate specialists work alongside your attorney and tax advisor to help make sure your trust is structured, funded, and administered the way you intended—today and for generations to come.

How our advice process works

Discovery call

We start with a conversation about your family, your assets, and what you want your trust to accomplish.

Personalized recommendation

Your dedicated trust officer outlines the structure, services, and investment approach that fit your goals.

Plan review with your attorney

We coordinate with your legal and tax advisors so every document lines up with the plan.

Ongoing reviews

Life changes. We check in regularly to make sure your trust still reflects your wishes.

Common questions we help clients work through

✓Should this be revocable or irrevocable? We'll walk through the tax and control tradeoffs of each.
✓Who should I name as trustee? A family member, a corporate trustee, or a combination of both.
✓How should assets be invested? We help balance income needs for current beneficiaries with growth for future ones.
✓How do I talk to my family about it? We can help you plan that conversation, and even be part of it.

Estate planning essentials

Estate Planning

5 documents every estate plan should include

From wills to powers of attorney, here's what to have in place.

Family Wealth

Naming a trustee: family member vs. corporate trustee

The pros and cons of each approach, side by side.

Ready to talk it through?

Schedule a no-obligation call with a Schwab trust specialist, contact us or email support@schwabllc.com.

This information is for general informational purposes only and is not intended, nor should it be construed, as tax, investment, or legal advice. Charles Schwab Trust Company does not provide legal or tax advice. Consult with your legal counsel and tax advisor about your particular circumstances.

Investment and Insurance Products Are: Not FDIC Insured • Not Insured By Any Federal Government Agency • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or any of its Affiliates • Subject to Investment Risks, Including Possible Loss of Principal Amount Invested