From immediate to-do's to the records you'll want to gather, we'll help you move forward thoughtfully.
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
Learn about the inheritance options available to you, based on your relationship to the deceased.
See how we can assist you in completing the inheritance of a workplace savings account.
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.