Managing an inheritance

If you've recently lost a loved one, or are helping someone who has, we recognize this can be a challenging time. Understanding the process and getting organized are important first steps.

Getting started

Reporting the death of a Fidelity account owner

Once we receive your notification, we can restrict accounts and the inheritance process can begin.

Understanding the process

From information on probate and wills, to guidelines for executors and trustees, we've developed the resources to help prepare you for the steps ahead.

Getting organized

Our simple checklist will guide you through what documents to collect and what steps to take, giving you the confidence you need to plan for inheriting.

Taking the next step

IRAs

Take a look at your options for transferring IRAs into your name.

401(k), 403(b), or 457 plans

Learn more about inheriting a workplace retirement account.

Other types of accounts

See how you can inherit nonretirement accounts, such as trusts, annuities, trading accounts, or bank accounts.

Things to consider

When inheriting a retirement account

If you've inherited an IRA or other retirement account, find out how the specifics of your situation will affect the decisions you need to make.

Watch the video (1:52)

Wealth management

If you're searching for solutions to help you manage an inheritance or a loved one's estate, Fidelity® Wealth Services can pair you with an advisor who can help you plan around your full financial picture.

Learn more

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.