Managing an inheritance

If you've recently lost a loved one, or are helping someone who has, we recognize this can be a challenging time. Understanding the process and getting organized are important first steps.

Getting started

Inheritance checklist

From immediate to-do's to the records you'll want to gather, we'll help you move forward thoughtfully.

Let's work through this together

Partnering with a dedicated Fidelity advisor can help you navigate the difficult decisions while providing perspective as you plan for what comes next.


Help for specific types of inherited accounts

IRA

Learn about the inheritance options available to you, based on your relationship to the deceased.

401(k), 403(b), or 457 plan

See how we can assist you in completing the inheritance of a workplace savings account.

Other type of account

Learn how you can inherit nonretirement accounts, such as trusts, annuities, brokerage accounts, or cash management accounts.

Insights that can help

We'll explain what's expected of you if you've been named to one of these important roles.

If you're inheriting an IRA, learn about required minimum distributions (RMDs) you may need to take soon.

Our fully guided 3-step inheritance process can provide you simplicity and clarity when inheriting assets―whether you're a beneficiary or someone authorized to act on their behalf.

Let's talk about how we can work together

Contact us today to set up an appointment.