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Inheritance

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.

Getting started

Understand the process

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.

Getting organized

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

IRAs

Take a look at your options for transferring IRAs into your name.

401(k), 403(b) or 457 plan

Learn more about inheriting a workplace retirement account.

Other types of accounts

See how you can inherit nonretirement accounts, such as trusts, annuities, trading accounts, or bank accounts.

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 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.

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Inheriting a 401(k), 403(b) or 457 Plan

This transfer process depends on the type of plan you're inheriting. Our inheritance specialists are ready to guide you along the way.

Begin by giving us a call at 800-544-0003

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What type of account are you inheriting?

IRA

Take a look at your inheritance options and begin transferring an IRA into your name. Get started

401(k), 403(b) or 457 plan

This transfer process depends on the type of plan you're inheriting. Our inheritance specialists are ready to guide you along the way. Begin by giving us a call at 800-544-0003

Other types of accounts

See how you can assume ownership of nonretirement accounts, such as trusts, annuities, trading accounts, or bank accounts. Learn more