When it comes to estate planning, you have options
We want to make sure you have the support you need every step of the way. So whether you want comprehensive planning support from an advisor or prefer having the tools to build your own plan, we can help.
As part of our offering through Fidelity® Wealth Services, your dedicated Fidelity advisor will provide access to planning and ongoing investment management based on your financial picture, including guidance on estate-planning strategies.
- Personalized planning from a dedicated advisor
- Tax-smart investing techniques designed to help minimize taxes on your investments*
- Straightforward investing advice and guidance
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 partner every step of the way, with our broad range of options.
Tax-smart (i.e., tax-sensitive) investing techniques, including tax-loss harvesting, are applied in managing certain taxable accounts on a limited basis, at the discretion of the portfolio manager, primarily with respect to determining when assets in a client's account should be bought or sold. Assets contributed may be sold for a taxable gain or loss at any time. There are no guarantees as to the effectiveness of the tax-smart investing techniques applied in serving to reduce or minimize a client's overall tax liabilities, or as to the tax results that may be generated by a given transaction.
Fidelity® Wealth Services provides non-discretionary financial planning and discretionary investment management through one or more Portfolio Advisory Services accounts for a fee. Advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and Fidelity Personal Trust Company, FSB (FPTC), a federal savings bank. Nondeposit investment products and trust services offered through FPTC and its affiliates are not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency, are not obligations of any bank, and are subject to risk, including possible loss of principal. Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, FPTC, FBS, and NFS are Fidelity Investments companies.
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.