Mary T. Healey has worked in estate administration for over 30 years. She joined Hemenway & Barnes in 2009 as an Estate Administrator focusing on estate administration, estate tax preparation, post-mortem tax planning, trust funding, and probate matters such as guardianships and conservatorships.
Mary’s experience has included the administration of estates of varying sizes and complexities including:
- Guiding clients through the complicated process of probate of the will and administration of the estate including collecting and managing assets, bill payment, budgeting, management and sale of homes, and distribution of the estate to beneficiaries in accordance with the terms of the will and trust.
- Working with attorneys in the successful resolution of federal and state estate tax audits.
- Implementing sophisticated estate plans after death through funding of trusts and post-mortem tax planning.
- Significant knowledge of the Massachusetts Uniform Probate Code and the procedures for probating a will, appointing the Personal Representative, allowance of accounts, and Guardian and Conservator appointments for minors and the elderly.
Mary was the only non-attorney on the Massachusetts Uniform Probate Code Implementation Committee as a member of the Rules sub Committee and the Transition Implementation sub Committee. This committee met weekly for two years prior to the implementation of the MUPC in March, 2012.
Activities and Publications
- MCLE; “Probate Basics” Presenter and co-Author, Probate Basics for Legal Assistants
MCLE; MUPC Training Course, presenter
- Northeastern University, Boston, MA. Instructor, Paralegal Profession Certificate Program, Probate Law Section
- Hingham Community Playground, Hingham, MA Steering Committee and corporate fundraising
- Hingham Interfaith Food Pantry, Hingham, MA, volunteer
- Laboure Center, South Boston, MA, volunteer and Co-Chair of decorating committee for Christmas House Tour
Mary Healey’s Comment on Estate Administration
“Every client I serve in Estate Administration is dealing with the loss of a loved one. He or she is going through the stages of grief, sometimes over a period of months or possibly years. It’s my job to support this person – to hold them up and to solve their issues. I assist them in successfully navigating the probate process. I strive to relieve my clients of their worries by dealing with appraisers, real estate brokers, financial advisors and accountants. I enjoy bringing my 30 plus years of experience to stand by their side during this challenging chapter.”