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.

Getting started

Report the death of a Fidelity account owner

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

Understand 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


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

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

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.

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.

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