Estate Planning

Help your clients preserve their wealth

Help your clients preserve their wealth

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*

Charitable giving

Help philanthropic clients find ways to give. Choices include:
Charitable remainder trusts
Donor advised funds
Private foundations

Personal trusts

Choices include:
Corporate trustee
Affinity Service Providers

More options

Roth IRAs
Uniform Gifts to Minors Act (UGMA) / Uniform Transfers to Minors Act (UTMA)
Third-party insurance products and strategies