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Estate Planning

Estate planning is an important component of retirement planning. Fidelity's Estate Planning Action Center provides:

  • The basics about wills, trusts, power of attorney, and charitable giving.
  • Tools to help illustrate estate planning strategies, estimate estate tax liability, and organize your estate information.
  • Ways to possibly reduce gift and estate taxes.
  • Approaches for talking about estate planning with your family.
  • Information about Fidelity’s estate planning services.

If you have any questions, Fidelity Retirement Services Representatives are available at 1-800-343-0860, Monday through Friday, from 8:00 a.m. to midnight (ET).

The estate planning information is general in nature and should not be considered legal or tax advice. Laws of your particular state or your particular situation may affect this information. Consult with your attorney or tax professional regarding your specific legal and tax situation.

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