09-14-2018, 08:32 AM
Some have already mentioned the Fidelity estate planner. After looking at it, one has to login first, no problem.
For our needs I have used Nolo com for many estate questions and even bought several of their books for probate and handing executor duties. You may want to review.
The Fidelity site, "Estate Planner" after login does offer Quick Guides and FAQs that cover a lot of material in one place. I did not enter my information into the web page, but mainly looked to learn. I also noticed in the browser tab a timeclock (16:35 minutes until your session ends). This is Windows 10, Microsoft Edge. If I change to a new review area, the timeclock seems to restart. This is a very extensive webpage area for fidelity customers.
Again, I did not complete any of the "Plan", but just looks around. You may want to do the same.
For our needs I have used Nolo com for many estate questions and even bought several of their books for probate and handing executor duties. You may want to review.
The Fidelity site, "Estate Planner" after login does offer Quick Guides and FAQs that cover a lot of material in one place. I did not enter my information into the web page, but mainly looked to learn. I also noticed in the browser tab a timeclock (16:35 minutes until your session ends). This is Windows 10, Microsoft Edge. If I change to a new review area, the timeclock seems to restart. This is a very extensive webpage area for fidelity customers.
Again, I did not complete any of the "Plan", but just looks around. You may want to do the same.