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.

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

Choose how you want to get started