Losing a loved one
In this difficult time, we're here to help you understand the important financial to-do's and information that can help.
Your first step, if the deceased was a Fidelity customer, is to notify us of the death.
Navigating the process
Our fully guided 3-step inheritance process can provide you simplicity and clarity when inheriting assets―whether you're a beneficiary or someone authorized to act on their behalf.
Why notify us online right away?
When a death is reported, we immediately limit access to the deceased's Fidelity accounts, providing added peace of mind during the inheritance process.
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.