Why Schwab

A trustee built around your family, not the other way around.

We combine the stability of a national trust company with the personal attention of a dedicated team.

$1.2T+ in client assets administered

30+ years of trust administration experience

4.8/5 average client satisfaction rating

0 conflicts of interest in fiduciary decisions

What sets us apart

Fiduciary first

As a fiduciary, we're required to act in your best interest—not to sell products.

Institutional stability

Backed by The Charles Schwab Corporation, one of the largest financial services firms in the country.

A dedicated team

You'll work with the same trust officer and team over the life of your trust, not a call center.

Full transparency

Clear, published fee schedules and online access to your trust account at any time.

"We looked at three corporate trustees before choosing Schwab. What made the difference was how quickly they answered questions—and how clearly they explained everything."

— Schwab Personal Trust Services client

How we compare

	Individual trustee	Schwab Trust Company
Available 24/7 for questions	Varies	Yes
Professional tax filing	Not typically	Yes
Continuity if incapacitated	Risk of gap	Guaranteed
Impartial to beneficiaries	Can be difficult	Always

See the difference for yourself

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.

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