Schwab Introduces Digital Inheritance Center
27 Septiembre 2023 - 7:00AM
Business Wire
New online experience provides increased ease,
efficiency, and transparency for those navigating the inheritance
process
As part of its ongoing focus on innovating to make the investing
experience easier and more accessible, Charles Schwab has
introduced a digital Inheritance Center. The Inheritance Center is
an online hub that provides a simple way to manage inheritance
tasks, such as opening accounts, submitting forms, and receiving
status updates. The hub is now available to current Schwab clients
as well as new-to-firm clients who receive an inheritance.
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Charles Schwab's digital Inheritance
Center offers a seamless, intuitive, self-service experience.
(Graphic: Business Wire)
The Inheritance Center offers a seamless, intuitive,
self-service experience that reduces time-consuming phone calls and
in-person branch visits as well as the need to fax or mail forms
and documents.
“Adding a digital pathway to the inheritance process is our way
of acknowledging that different people handle life events in
different ways,” says Kathie Chao, Managing Director, Retail
Digital Experience. “We are offering inheritors a dedicated
specialist, along with an online hub, to allow them to get through
the process on their own time. Our goal is to let people work
through the process in the way that is best for them, whether
that’s mostly on their own or with more support.”
Clients who process an inheritance through the online hub will
have the option to work with a dedicated estate professional for
guidance.
Key features of the Inheritance Center include:
- Personalized to-do list – A dynamic, digital list that
is tailored to each inheritor’s specific situation. Inheritors must
complete all of the to-do items, which include opening accounts or
uploading forms/documents, to receive their inheritance.
- Real-time status updates – Email communications and
online notifications that set inheritors’ expectations and provide
the status of forms, transfers, etc.
- Digital document upload – The ability to quickly upload
inheritance forms and documents online instead of sending them by
mail or fax. Inheritors can upload forms and documents from their
desktop or by taking a photo from their phone or tablet.
- Helpful resources – Contextual FAQs, financial inventory
checklists, and information about distribution options to help
inheritors with common questions.
“By combining the best of technology with people, our aim is to
make the inheritance process as seamless as possible,” says Chao.
“We hope that our Inheritance Center and the continued digital
evolution of the estate process will help our clients get through
difficult times in their lives a little bit more easily.”
The Inheritance Center is currently available to almost half of
the total inheritor population, which includes individual
inheritors who are opening Individual Retirement Accounts and
brokerage accounts to receive their assets. The online hub will
eventually be available to all inheritors.
About Charles Schwab
At Charles Schwab we believe in the power of investing to help
individuals create a better tomorrow. We have a history of
challenging the status quo in our industry, innovating in ways that
benefit investors and the advisors and employers who serve them,
and championing our clients’ goals with passion and integrity.
More information is available at www.aboutschwab.com. Follow us
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Meredith Richard Charles Schwab 646-343-7419
Meredith.Richard@schwab.com
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