
Overview
Heidi Seely assists families and individuals in all aspects of the broader trusts & estates practice, with a focus on the personal and family relationships at the core of each plan. Heidi has extensive experience in planning for and implementing sophisticated yet understandable strategies to transfer wealth between generations while minimizing tax obligations. She also skillfully supports individuals and fiduciaries in navigating complex estate settlements, including all related asset marshaling, tax return preparation, and management of distributions. In addition, she provides a personal touch in advising on trust matters and regularly serves as a professional trustee of private trusts.
Heidi frequently speaks on all matters relating to her practice and is co-author of The Boston Trustee: The Lives, Laws and Legacy of a Vital Institution. She has been an active member of the Boston Bar Association for more than 10 years and was honored to serve as co-chair of its Trusts & Estates Section.
Education and Credentials
Education
- Santa Clara University, B.A., 2003
- Suffolk University Law School, J.D., cum laude, 2010
Admissions
- Commonwealth of Massachusetts
- State of California
Affiliations
- Boston Foundation Professional Advisors Network
- Boston Bar Association, Trusts and Estates Section, Co-Chair, 2021-2023
- Boston Estate Planning Committee
- Greater Boston Fiduciary American Inn of Court
Recognition and Community
No aspect of this advertisement has been approved by the highest court of any state. Prior results do not guarantee a similar outcome. See Awards Methodology.
Recognitions
Selected to the list of Massachusetts Super Lawyers Rising Stars (Thomson Reuters), Estate Planning & Probate, 2015-2020
News & Insights
News
- Heidi Seely Named to ACTEC Fellowship 2025 Class, October 24, 2024
- Day Pitney Elects Four New Partners, January 2, 2024
- Heidi Seely Nominated to the Boston Foundation's Professional Advisors Network, June 13, 2023
In The Media
Publications
- Proposed Legislation Regarding Remote Notarization During COVID-19, Wealth Management, April 17, 2020
- The Boston Trustee: The Laws, Lives, and Legacy of a Vital Institution, The Boston Trustee, December 5, 2015
- Trust for Minors, Massachusetts Continuing Legal Education, January 1, 2013
Media Mentions
- Day Pitney Elects Four New Partners, Attorney At Law Magazine, January 2, 2024
- COVID-19 Pandemic Has Elder Law Bar on Speed-Dial, Massachusetts Lawyers Weekly, April 15, 2020
Speaking Engagements
- "Heckerling Recap Webinar: Panel Discussion", Boston Estate Planning Council, February 29, 2024
- "Estate Planning: MCLE: BasicsPlus!," Massachusetts Continuing Legal Education New England Chapter, May 22, 2023
- "Must-Know Strategies in Estate Planning 2023," Jay Darby's Tax Briefings, May 16, 2023
- "2023 Heckerling Recap: Panel Discussion," Boston Estate Planning Council, February 27, 2023
- "Protecting Your Wealth," Fidelity Wealth Management Webinar, March 2, 2022
- Boston Bar Association Trusts & Estates Section Mid-Year Review Webinar, January 19, 2021
- "Estate Planning: MCLE BasicsPLUS, Initial Steps, Fundamentals and Estate Planning Documents," MCLE, November 17, 2021
- "Boston Practice Group: Estate Planning – Practical Suggestions for Advisors & Their Clients," Financial Planning Association, November 1, 2021
- Trusts and Estates End of Year Review 2020, June 8, 2020