Reporting the death of a Fidelity account owner
Once we receive your notification, we can restrict accounts and the inheritance process can begin.
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.
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
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.
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.
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.
Fidelity® Wealth Services provides non-discretionary financial planning and discretionary investment management through one or more Portfolio Advisory Services accounts for a fee. Advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and Fidelity Personal Trust Company, FSB (FPTC), a federal savings bank. Nondeposit investment products and trust services offered through FPTC and its affiliates are not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency, are not obligations of any bank, and are subject to risk, including possible loss of principal. 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, FPTC, FBS, and NFS are Fidelity Investments companies.