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Mutual Funds and Mutual Fund Investing - Fidelity Investments

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Managing estate planning

Regardless of your income, estate planning is a vital part of your financial plan. Planning ahead can give you greater control, privacy, and security of your legacy.

The Fidelity Estate Planner is a free online service for Fidelity customers that helps you collect and organize information for your estate plan.

Contact Fidelity today for 1:1 guidance during life's big decisions. We believe in making the complex, simpler, because we want you to be confident about the decisions you make—next week, next year, and beyond.

Call us at 800-343-3548

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* Subject to IRS required minimum distribution (RMD) rules.

Optional discretionary investment management services provided for a fee through Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser and a Fidelity Investments company. These services are provided for a fee.

Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, FBS, and NFS are Fidelity Investments companies.

Fidelity does not provide legal or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Fidelity cannot guarantee that the information herein is accurate, complete, or timely. Fidelity makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation.

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