High net worth clients often want to preserve their wealth and leave a legacy. So when they need access to the right estate planning tools, don’t sweat it. We’ve got choices available.

Choose from a range of third-party providers to help design a plan for any client—whether they want to give to charity, establish a personal trust, or consider potential tax-advantaged investment strategies.

Interested in the Charles Schwab Trust Company for your corporate trustee needs and not currently a Schwab client? Sign up for the JumpStart program to begin opening new accounts on the Schwab Advisor Services platform. Contact advisoronboarding@schwab.com.*