Help preserve wealth for future generations
Consider using FPT 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 FPT 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 FPT serves as trustee or co-trustee. A dedicated portfolio specialist will be assigned to all other Fidelity® Personalized Portfolio accounts.