If you've recently lost a loved one, or are helping someone who has, we understand this can be a challenging time. We're here to help you with the inheritance process.
Report the death of a Fidelity account owner
Once we receive your notification, we can restrict accounts and the inheritance process can begin.
From information on probate and wills, to guidelines for executors and trustees, we've developed the resources to help prepare you for the steps ahead.
Our simple checklist will guide you through what documents to collect and what steps to take, giving you the confidence you need to plan for inheriting.
Taking the next step
Inheriting a Retirement Account
FidSafe is our easy, no-cost way to digitally store your most valuable documents. Access copies of titles, trusts, policies, and wills and then securely share with family and trusted advisors as needed.
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 that 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.