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.
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