Planning Your Estate

One of the most important ways you can prepare for the future is by keeping your estate plan up to date. Life is constantly changing. Fidelity Bank Trust Services can help you know what events should trigger a review of your financial plan and help you make changes.

Many factors can trigger the need for estate planning. For example:

  • Changes in your family
    • Marriage, divorce or remarriage
    • Birth or adoption
    • Death of a beneficiary or executor
  • Changes in tax law
  • A move to another state
 

Take Control with an Estate Plan

Well-drafted estate plan documents and open communication among your heirs can help you continue your legacy. Contact us for help with an overall strategy for tax-efficient wealth transfer.
 

Estate Planning Resources

Trust Services
Trust Types
Estate Planning Documents
Resource Center

We do not provide legal or tax advice. Please consult your legal or tax advisor in regards to your own situation.