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

Learn estate planning basics and more advanced approaches, from understanding wills and trusts to implementing strategies that may help protect your beneficiaries and assets. Our Fidelity Estate Planner can help you collect and organize information for your estate plan.

Inheritance

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.