Heidi A. Seely


F: (617) 206 9399
Overview Insights News Education and Credentials Recognition and Community


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

Santa Clara University, B.A., 2003
Suffolk University Law School, J.D., cum laude, 2010
Commonwealth of Massachusetts
State of California
Boston Foundation Professional Advisors Network
Boston Bar Association, Trusts and Estates Section, Co-Chair, 2021-2023
Boston Bar Association, Trusts and Estates Section: Public Policy Committee Co-Chair, 2019-2021
Boston Bar Association, Estate Planning Committee Co-Chair 2017-2019
Boston Bar Association, Practice Fundamentals Committee Co-chair 2015-2017
Boston Estate Planning Committee
Greater Boston Fiduciary American Inn of Court

Recognition and Community


Selected to the list of Massachusetts Super Lawyers Rising Stars (Thomson Reuters), Estate Planning & Probate, 2015-2020

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