Quote:
Originally Posted by Nevinator
Fidelity had me classified as an Active Trader VIP. In late 2024 I asked Fidelity for some assistance with reviewing some estate documents (one of their services) and I was told it would take two months to get an appointment. Unsatisfactory in my opinion, but I waited.
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estate documents should never be reviewed by a financial institution. Always, always use an estate designated elder law attorney. They will even tell you that financial institutions only advertise their review of estate documents to have you become a customer. They are not elder law attorneys, and should never be treated as such.