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Protect myself financially
Financial well-being isn’t just about saving and spending. It also means protecting what you’ve earned. Taking steps to protect yourself can help give you peace of mind and help you feel prepared for any situation.
Insure myself and my family
Get help with legal matters
- Ensure that your family is protected using the Fidelity Estate Planner®, a free online service that simplifies the estate planning process.*
- Find a local, experienced real estate attorney when you need one through Avvo, an online directory with independent attorney reviews.
- If you need more frequent legal advice, consider a group legal plan from MetLife.
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*The Fidelity Estate Planner is not an attorney referral service. When applicable, participating attorneys, or their respective law firms, have not paid a fee or compensation to be included or listed in the Fidelity Estate Planner, nor does Fidelity receive any fee or compensation for providing the law firm and attorney contact information to its customers.
Fidelity does not recommend or endorse any law firm or attorney listed in the Fidelity Estate Planner. Fidelity is not assessing your legal needs or providing legal advice in the Fidelity Estate Planner. There is no requirement that you select any of the law firms or attorneys in the list. You are free to select any law firm or attorney of your choice. The Fidelity Estate Planner is educational in nature and is not intended to serve as the primary basis of your estate and/or tax planning decisions.
Disney and Fidelity do not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.
The third-party companies listed are entities independent from Fidelity Investments and Disney and are not legally affiliated.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
© FMR LLC 2025. All rights reserved.
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