Your Guide to the Inheritance Process
As you go through the process of inheriting, we understand that there is a lot to think about. We've created these resources to give you the knowledge you'll need.
Understanding the process
Estate Planning and Inheritance Glossary
Learn the key terms and concepts that will be helpful as you go through the inheritance process.
Knowing your options
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.