Estate Planner Calculator - Fidelity

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Mutual Funds and Mutual Fund Investing - Fidelity Investments

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Fidelity Estate Planner

Our free online service for Fidelity customers guides you through the estate planning process. We can help you get informed, organized, and connected to an attorney so you can secure your wishes: now, and for tomorrow.

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The Fidelity Estate Planner is not an attorney referral service. When applicable, participating attorneys, or their respective law firms, have not paid a fee or compensation to be included or listed in the Fidelity Estate Planner, nor does Fidelity receive any fee or compensation for providing the law firm and attorney contact information to its customers. Fidelity does not recommend or endorse any law firm or attorney listed in the Fidelity Estate Planner. Fidelity is not assessing your legal needs or providing legal advice in the Fidelity Estate Planner. There is no requirement that you select any of the law firms or attorneys in the list. You are free to select any law firm or attorney of your choice. The Fidelity Estate Planner is educational in nature and is not intended to serve as the primary basis of your estate and/or tax planning decisions. Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money. 781885.4.0

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