Fidelity's Personal Trust Services

Whether selecting Fidelity Personal Trust Company, FSB, (FPTC)1 as your trustee or co-trustee, 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 wealth 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 receive the same tax-sensitive investment management.2

A dedicated trust officer will be assigned to all accounts for which FPTC serves as trustee or co-trustee.

Choose how you want to get started