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.
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.
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.
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.
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.