Estate planning: The four documents you need

Estate planning: The four documents you need23 jun17 min

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Estate planning is a process that’s full of emotions. And full of questions. Where do you start? Who should be part of the conversation? And what are the key documents you need? On this episode of Money Unscripted, host Ally Donnelly and Fidelity’s Pamela Pirone-Benson break down everything from writing a will and setting up a trust to choosing your power of attorney and navigating estate taxes. Watch now.

View transcript: https://www.fidelity.com/bin-public/600_Fidelity_Com_English/documents/video-transcripts/Money-Unscripted_Estate-Planning-2026_Audio.pdf

5 steps to create an estate plan: https://www.fidelity.com/viewpoints/wealth-management/estate-planning-made-easy

10 Estate planning pitfalls to avoid: https://www.fidelity.com/viewpoints/wealth-management/estate-planning-common-pitfalls

View all episodes here: https://www.fidelity.com/learning-center/money-unscripted.

New episodes drop bi-weekly on Tuesdays.

Have a comment or episode idea? We’d love to hear from you! Email us at moneyunscripted@fidelity.com.

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