• Print
  • Default text size A
  • Larger text size A
  • Largest text size A

Estate Planning

Regardless of your level of wealth, estate planning is a vital part of your overall financial plan. Planning ahead can give you greater control, privacy, and an opportunity to leave more of your legacy to your loved ones.

The basics of estate planning

Learn about estate and gift taxes, wills, trusts, and other important concepts so you can plan your estate with confidence.

Estate planning strategies

Learn basic principles of how to take action on your estate plan, including what to consider as you choose the people who will support the process.

Estate plan maintenance

Help ensure that your beneficiaries get the most from your legacy by keeping your plan up to date.

What we offer

Your estate plan may bring new financial needs to your attention. Let Fidelity be your trusted partner every step of the way, with our broad range of options.

Personal Trust Services
Get a variety of services for trust assets of $200,000 or more.

Fidelity Portfolio Advisory Service®
Consider professional money management and exclusive access to Fidelity’s Strategic Adviser Funds.

Inherited IRA
Continue the tax-deferred growth potential when you inherit an IRA.*

Fidelity CharitableSM
Fidelity's donor-advised fund can help you make the most of your giving.

Universal Life Insurance
Learn how you can preserve your wealth for loved ones with a flexible solution.

529 College Savings
Find out about tax-advantaged savings plans for higher education.

Questions?

* Subject to IRS minimum required distribution (MRD) rules.

The tax information and estate planning information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice. Fidelity does not provide legal or tax advice. Fidelity cannot guarantee that such information is accurate, complete, or timely. Laws of a particular state or laws which may be applicable to a particular situation may have an impact on the applicability, accuracy, or completeness of such information. Federal and state laws and regulations are complex and are subject to change. Changes in such laws and regulations may have a material impact on pre- and/or after-tax investment results. Fidelity makes no warranties with regard to such information or results obtained by its use. Fidelity disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Always consult an attorney or tax professional regarding your specific legal or tax situation.

613554.3.0