When it comes to estate planning, you have options
We want to help make sure you have the support you need every step of the way. So whether you want education and support from Fidelity or prefer using our tools to help build your own plan, we can help.
As part of our Wealth Management offering, you can receive education and support on estate-planning strategies, as well as access to outside providers. In addition, you can work with your dedicated Fidelity advisor* on a plan for your full financial picture while receiving ongoing investment management designed to support that plan.
Use our tool to start the process
The Fidelity Estate Planner® is a free online tool for Fidelity customers that you can use to collect and organize information for your estate plan.
- Get help creating an organized summary for your attorney
- Discover tips and resources for finding and working with an estate attorney
- Get clear next steps to help maintain your plan
Learn more about estate planning
The basics of estate planning
Estate planning strategies
Estate plan maintenance
Help ensure that your beneficiaries get the most from your legacy by keeping your plan up to date.
Your estate plan may bring new financial needs to your attention. Let Fidelity be your trusted source every step of the way, with our broad range of options.
Fidelity does not provide legal or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Fidelity cannot guarantee that the information herein is accurate, complete, or timely. Fidelity makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation.