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Estate Planning & Inheritance

Estate planning is an essential part of any financial plan. Learn the key concepts and strategies, as well as what your options are when you receive an inheritance.

Estate Planning

Let us help you with the basic and more advanced approaches to estate planning, from understanding how wills and trusts work to learning strategies that may help protect your beneficiaries and assets.


If you’ve recently lost a loved one, we can help you identify what actions you may need to take, what to expect, and strategies for handling your inherited assets.

Personal Trust Services*

Trusts provide options for passing on assets that can help you minimize taxes and avoid a costly probate process. Through Fidelity Personal Trust Company, FSB, we can provide a variety of services for trust assets of $200,000 or more, from investment management to serving as trustee, co-trustee, or successor trustee.

Family Gifting

Whether you're teaching them the long-term benefit of being smart with money, or offering them a financial gift—or both—we can help you make a thoughtful investment in your family.

Report the death of a Fidelity account owner

Once we receive your notification, we can restrict accounts and the inheritance process can begin.


Time for an estate plan?
Get timely insights from Fidelity professionals on strategies for building, maintaining, and updating a well-crafted estate plan.

* Fidelity Personal Trust refers to trust services that are offered through Fidelity Personal Trust Company, FSB (FPTC), a federal savings bank, and Fidelity Management Trust Company (FMTC).

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.