Preparing for a meaningful end-of-life plan

It's never too early to prepare for a meaningful end-of-life plan, although difficult, Fidelity can make it easier to take the first step.

  • Estate Planning
  • Estate Planning
  • Estate Planning
  • Estate Planning
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We've partnered with the Conversation Project, whose goal is to help people simplify the approach with these difficult conversations. They provide a step by step process as well as resources to help you think about, and document, important topics. Watch this video to discover more about these resources.

Next steps to consider

Download The Conversation Project guides

Begin preparing for your conversation with the help of these guides.

Fidelity's "Aging Well" Guide (PDF)

Take advantage of this planning, conversation, and resource guide.

Talk about money with family

How to have important discussions about health, wealth, and legacy plans.

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