Schwab as trustee, actual experience?
DW and I have several testamentary trusts in our estate and have named Schwab as trustee. I have noticed posts from others who have done the same.
But does anyone have actual experience with them doing the trustee job? This is a relatively new line of business for them. Maybe it is even farmed out. I don't know. How is the administration? The investing? Other experiences/anecdotes?
Edit: I am talking about Schwab Personal Trust Services, who will manage trusts for people. NOT Schwab as trustee on Roths, IRA, for FAs, etc. I should have been clearer.
Ignoramus et ignorabimus