Personal Trust Services

Whether selecting Fidelity Personal Trust Company, FSB, (FPTC)1 as your trustee or investment manager for assets held in a trust, you put to work a team of professionals who are committed to adding value to your trust.

Help preserve wealth for future generations

Consider using FPTC if you would like help transferring $200,000 or more to your family or other beneficiary through a trust; or, if you would like to potentially avoid probate—the legal process of distributing wealth after death—to maintain privacy and minimize estate-related costs.

If you decide to name FPTC as your trustee or co-trustee, we offer objectivity, continuity, and experience in trust administration. As part of our fiduciary services, we will:

  • Administer the trust according to its terms.
  • Communicate regularly with beneficiaries.
  • Prepare required records, statements, and tax returns.

Whether you name us as trustee or prefer to name another in this capacity, you’ll also receive the same tax-sensitive investment management2 as with Fidelity® Personalized Portfolios.

A dedicated trust officer will be assigned to all accounts for which FPTC serves as trustee or co-trustee. A dedicated portfolio specialist will be assigned to all other Fidelity® Personalized Portfolio accounts.

Next steps

To open an account, start by telling us your financial needs and goals. We’ll send you a complimentary investment proposal.

Call an investment professional at 800-544-1766.