heir preparation

“Heir Preparation Consultant” is a generic term used to describe professional advisors who assist their clients to take personal inventories of their values, life lessons, unique abilities and knowledge, important beliefs, family traditions and vision, i.e. their “intangible wealth” — and use this information to prepare their heirs and successors for their inheritances so they won’t fight over them or use them in personally destructive ways.

These professionals come from many different backgrounds including law, investment management, financial planning, accounting, charity fundraising, business consulting and psychology. The work they do goes by many different names, the more common variations of which include: "wealth coach", “legacy planning,” “heritage planning” or “family wealth planning.” Heir Preparation consulting is a profession separate and distinct from either financial or estate planning that focus primarily on planning for the accumulation and disposition of tangible and intangible property.

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 Heir Preparation Consultant.


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