Managing estate planning

Regardless of your income, estate planning is a vital part of your financial plan. Planning ahead can give you greater control, privacy, and security of your legacy.

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.

Partner with a dedicated advisor

As part of our Wealth Management advisory 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

Learn about estate and gift taxes, wills, trusts, and other important concepts so you can plan your estate with confidence.

Estate planning strategies

Learn basic principles of how to take action on your estate plan, including what to consider as you choose the people who will support the process.

Estate plan maintenance

Help ensure that your beneficiaries get the most from your legacy by keeping your plan up to date.

Additional services

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.

Fidelity Personal Trust Company, FSB
We offer a range of trust solutions for your inheritance and estate planning strategies.

Fidelity CharitableSM
Fidelity's donor-advised fund can help you make the most of your giving.

Universal life insurance
Learn how you can preserve your wealth for loved ones with a flexible solution.

529 college savings
Find out about tax-advantaged accounts for education savings.

Let's talk about how we can work together

Contact us today to set up an appointment.