When it comes to estate planning, you have options
We want to make sure you have the support you need every step of the way. So whether you want comprehensive planning support from an advisor or prefer having the tools to build your own plan, we can help.
Partner with a dedicated advisor
As part of our offering through Fidelity® Wealth Services, your dedicated advisor will provide access to planning and ongoing investment management based on your financial picture, including guidance on estate-planning strategies.
- Personalized planning from a dedicated advisor
- Tax strategies designed to help minimize taxes on your investments
- Straightforward investing advice and guidance
Use our tool to start the process
The Fidelity Estate Planner® is a free online tool for Fidelity customers that you can use to collect and organize information for your estate plan.
- Get help creating an organized summary for your attorney
- Discover tips and resources for finding and working with an estate attorney
- Get clear next steps to help maintain your plan
Learn more about estate planning
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The basics of estate planning
Learn about estate and gift taxes, wills, trusts, and other important concepts so you can plan your estate with confidence.
Estate planning strategies
Learn basic principles of how to take action on your estate plan, including what to consider as you choose the people who will support the process.
Estate plan maintenance
Help ensure that your beneficiaries get the most from your legacy by keeping your plan up to date.
Additional services
Your estate plan may bring new financial needs to your attention. Let Fidelity be your trusted partner every step of the way, with our broad range of options.
Fidelity Personal Trust Company, FSB
We offer a range of trust solutions for your inheritance and estate planning strategies.
Fidelity CharitableSM
Fidelity's donor-advised fund can help you make the most of your giving.
Universal life insurance
Learn how you can preserve your wealth for loved ones with a flexible solution.
529 college savings
Find out about tax-advantaged accounts for education savings.
Clarity begins with a conversation
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.
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