Fidelity® Wealth Management

Fidelity’s Trustee Services

Whether you choose to work with Fidelity Personal Trust Company1, as your trustee or co-trustee, we bring objectivity, continuity, and experience to the management of your trust.

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Helping you protect and share your wealth with future generations

We offer a range of trust solutions designed to support your inheritance and estate planning strategies. Here are some of the ways we can help simplify the process for you and your family:

  • Trust administration
  • Recordkeeping and custody
  • Coordination and communication with beneficiaries
  • Principal and interest accounting
  • Tax return preparation
  • Managing distributions to beneficiaries
  • Customized investment management of trust assets

More information

Open a trust account

If you don’t already have a trust account, learn more and open one here.

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Managing estate planning

See how planning ahead can give you greater control over your legacy.

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Additional resources

Be prepared with FidSafe

An easy, no-cost way to store and securely share digital copies of your most valuable documents, including titles, trusts, policies, and wills.