financial advisors

Financial planning before and after a death are equally as important. Before the death, a financial plan can become a blueprint to everything in the estate as well as the intentions of the estate plan. Financial plans involve five areas: tax planning, insurance planning, investment planning, retirement planning, and estate planning. A comprehensive financial plan brings peace of mind and confidence to the family.

After a death, it is important to contact a financial planner, also called a financial advisor, immediately so that she or he can assist you in all matters concerning the finances of the deceased. They will assist in protecting estate assets. The planner/advisor can also assist you in managing the numerous responsibilities that are involved in settling a typical estate.

This site lists providers to help with estate planning and administration. Included are:

  • general listings: names, addresses and phone numbers
  • featured advertisers and referrals
  • featured advertisers and referrals that have passed our 15-point checklist (learn more)

Unless specifically noted, the products, services, listings, and advertisers on this site are not endorsed by Unity Boston.

Begin by entering the zip code for the desired location of a Financial Planner/Advisor.


enter zip code