Estate & Inheritance

American Century Investments^® understands the importance of estate planning as part of your financial plan. Learn key concepts and strategies, as well as what your options are when you receive an inheritance.

When the time comes for your assets to be distributed to the appropriate parties, American Century Investments is here to help.

Our team of specialists, who focus solely on estate transfers, understand there are many important and sometimes overwhelming financial and legal decisions to be made during this difficult time. We offer:

• One-on-One Service: An Estate Transfer Consultant will be assigned to be the direct contact throughout the entire process.
• Detailed Assistance: After discussing the specific situation, a customized packet of information that includes any forms or applications relevant to the account types will be provided. The Estate Transfer Consultant will help complete the forms and assist with any questions.
• Personal Investing Goal Setting: Major life events can change investing goals. To help plan, invest, and manage the portfolio take a look at our General Investing pages.