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Inheritance

If you've recently lost a loved one, or are helping someone who has, a better understanding of inheritance issues can help make a difficult time less challenging.

Inheritance basics

Learn how wills and the probate process work from the survivor’s perspective.

Getting organized

At a time that is inevitably overwhelming, our simple checklist can help you feel more at ease.

Transferring the assets

Get details on how different types of assets pass to survivors, and steps you can take to maximize the assets.

Executor & trustee guidelines

If you’re named executor of a will or a trustee, get guidance on what’s expected of you.

What we offer

As an inheritor, you may have new investment decisions to make. Let Fidelity be your trusted partner every step of the way, with our broad range of options.

Personal Trust Services
View 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?

Speak with an inheritance specialist.

* 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.

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