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 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.

Work with Fidelity

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

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 source 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 Charitable®
Fidelity Charitable can help you maximize your generosity through a donor-advised fund.

Universal life insurance
Learn how you can help 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

Call or visit us today to set up an appointment.