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Fidelity Estate Planner
from Fidelity Investments
Free online tool for Fidelity customers that enables them to collect and organize information to facilitate their estate planning goals. Fidelity will stop offering it after November 30, 2026.
Category:
Estate Planning Tools
Software for modeling estate tax scenarios, trust planning, charitable giving strategies, and intergenerational wealth transfer planning.
Fidelity Estate Planner
Publicly available data, summarised using AI.
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