Articles related to deceased clients

This page will provide you with helpful information about handling deceased clients’ accounts at Schwab. Click on a link below to view a specific article.

How to handle deceased clients' assets
Upon the death of an account holder, Schwab requires certain information, determined by the account registration, to release assets and remove restrictions from the deceased client’s account(s). In most cases in which the surviving agent (or client) will be keeping the assets at Schwab, a new account must be opened.

How to handle deceased clients' assets in organization accounts
This article provides instructions for handling deceased clients' assets for a probated estate when the deceased client is the sole beneficial owner of the organization.

How to exercise survivor options
A survivor option (also known as a death put) is an optional redemption feature on debt securities allowing the estate of the deceased to sell the security back to the issuer at face value in the event of the debt owner’s death.

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How to deposit funds and securities into an estate account