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.