Estate Planning and Executor Duties, Simplified

Fifth Third Bank LegacyLink provides valuable insights, guidance and online tools to help you plan an estate or settle an existing one.

Preserving Legacies for the Next Generation

Creating a personal estate plan or serving as a loved one’s executor can be overwhelming. There are so many questions, so many unknowns and so much at stake – the accumulated possessions, memories and assets of a lifetime.

With informative articles and step-by-step checklists, Fifth Third Bank LegacyLink is your source to understand your options and responsibilities. Our convenient Asset Manager tool, along with access to Fifth Third Bank advisors, lets you rest easy knowing there’s a trusted partner by your side.

Your All-in-One Estate Solution

Learning Center

Your Questions Answered

Whether creating your own estate plan or serving as an executor, you likely have tons of questions. Our Learning Center provides helpful articles on everything from managing tough conversations to understanding estate taxes.

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Step-by-Step Guidance

Estate planning and settlement can be a lot to manage, to say the least. Our free interactive checklists carefully guide you through the process, so you don’t miss important legal, financial or administrative steps along the way.

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Asset Manager

All Your Assets in One Place

Identifying, organizing and distributing assets is extremely time consuming. Asset Manager and our intuitive smartphone app make it easy. Build a complete asset library with photos, descriptions and more – for your own estate plan or as an executor.

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Start with the Basics

Choose the article that best fits your current area of interest.

Estate Planning 101 Estate Planning 101

Learn fundamental concepts and vocabulary of estate planning to ensure your wishes are known and followed.

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Executor Duties 101 Executor Duties 101

This helpful estate settlement guide includes recommended first steps, important paperwork to gather and people to contact.

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Inheritance 101 Inheritance 101

Tips to manage, grow and enjoy your inheritance while successfully planning for the future.

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Create an Account

Sign up for your free LegacyLink account to access our interactive checklists for estate planners or executors. Add Asset Manager to your account to catalog and store asset descriptions, create a circle of trusted contacts and invite others to collaborate.

Fifth Third Bank LegacyLink is designed with your privacy and security in mind, so you can rest assured that your personal data is always protected.

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