June 24, 2025- Boston, MA -The directors of Rice, Heard & Bigelow (“RHB”) are pleased to announce that Sarah M. Allen, JD, LL.M., AEP® received the 2025 Excellence Award from the Boston Estate Planning Council (BEPC). This award recognizes professional excellence in estate planning and significant contributions to the community.
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Key Takeaways:
- Sarah M. Allen received the 2025 Excellence Award from the Boston Estate Planning Council, acknowledging her outstanding professional achievements and community impact in estate planning.
- Sarah is a shareholder and director at Rice, Heard & Bigelow, the oldest company of individual professional trustees in the U.S., and has held multiple leadership positions within the BEPC and other professional advisory organizations.
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About Rice, Heard & Bigelow
Rice, Heard & Bigelow is a privately-owned firm of professional trusties serving individuals, families and charities. The organization of the firm is unique, in that the principals are named as individual trustees, rather than the company being named as corporate trustee. We believe our structure furthers the primary goal of discreet, personal service through long-standing trustee relationships. Many of the families we advise have been with us for generations. In addition to managing and administering funded trusts, the firm also prepares income tax returns for trusts, estates, charities and individuals. Other services include wealth, tax, estate and philanthropic planning.
Rice, Heard & Bigelow is a privately-owned firm of professional trusties serving individuals, families and charities. The organization of the firm is unique, in that the principals are named as individual trustees, rather than the company being named as corporate trustee. We believe our structure furthers the primary goal of discreet, personal service through long-standing trustee relationships. Many of the families we advise have been with us for generations. In addition to managing and administering funded trusts, the firm also prepares income tax returns for trusts, estates, charities and individuals. Other services include wealth, tax, estate and philanthropic planning.
It is our mission to be a safe harbor for those looking for independent advice, honesty, responsiveness and trust, all of which we trace back to the firm’s inception more than 200 years ago.
Contacts:
617-227-1782
[email protected]
Source: Rice, Heard & Bigelow, Inc.
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