If you've recently lost a loved one, or are helping someone who has, we understand this can be a challenging time. We're here to help you with the inheritance process.
Report 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
Inheriting a Retirement Account
FidSafe is our easy, no-cost way to digitally store your most valuable documents. Access copies of titles, trusts, policies, and wills and then securely share with family and trusted advisors as needed.
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.