Fidelity / brokerage
Retirement and brokerage accounts are among the most valuable things you'll leave — keeping beneficiaries current is the single most important step.
✓ Official help page verified 2026-07-10
Can you plan ahead?
Add beneficiaries (TOD) to your brokerage and retirement accounts so assets pass outside probate.
After a death
An executor or named beneficiary works with Fidelity's estate process, providing a death certificate and authority documents to transfer or settle the assets.
The official page
Policies and forms change — this is the platform's own current help page.
Fidelity — transfer of assets after a death ↗General information about platform tools, reviewed 2026-07-10 — not legal advice. Estate and access questions depend on your situation and jurisdiction; confirm on the official page above or with a qualified professional.
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See how they all compare in the legacy-tools comparison table, or turn any of this into your own personal checklist.
