Losing a loved one - coping & next steps | Fidelity

Checklist: after a death

Here’s what to do after a loved one passes.

How to deal with the loss of a loved one

Tips for handling bereavement, grief, and family.

How to protect finances if you're widowed

Here are 6 important steps to help protect your personal finances.

Notify Fidelity of a death

You won’t need death certificates or account numbers to start.

Inheriting a retirement account?

Discover Fidelity's Inherited IRAs: designed just for retirement plan beneficiaries.

How to plan a funeral or memorial service

Making arrangements to celebrate a loved one.

Checklist: after a death

Here’s what to do after a loved one passes.

Gathering documents and accounts after a death

Where to find your loved one’s accounts and documents.

Prepare for whatever tomorrow brings

What is the executor of an estate?

Plus how to get copies of the death certificate.

What is probate, and how does it work?

Everything that goes into settling the estate.

Business succession: after the owner dies

How does succession planning work in business?

How do estate taxes work?

Plus other tax considerations during probate.

Estate tax and transfers to spouses

Take a closer look at the unlimited marital deduction—how it works and who it can benefit.

What to do with an inheritance

Ideas, tips, and options, plus info on disclaiming.

Inheriting a house: what to do

How to handle an inherited mortgage, and how to sell.

Inherited IRAs: How they work and what to do with them

RMDs, beneficiary rules, and more.

Cost basis for inherited stock

Plus capital gains taxes and NUA considerations.

How to find and claim life insurance

Plus how annuities work with inheritance.

How to protect finances if you're widowed

Here are 6 important steps to help protect your personal finances.

Managing estate planning

Tips and resources for the estate planning novice or pro.

How to deal with the loss of a loved one

Tips for handling bereavement, grief, and family.

Self-care while coping with death and loss

How to care for yourself and help kids cope.

Decorative graphic.

Self-care and self-compassion

Taking care of those around you begins with self-compassion and self-care.