- Access to pertinent publications
- Individual counseling
- Lawyer/accountant referrals (drafting a will/trust;
How To Join
Fill out the membership
application. Attach a check for $39 for a one year membership and mail
PO Box 292
Villanova, PA 19085
Any questions? Don't hesitate to e-mail
us or call us at (610) 527-6260 for further information.
Please let us welcome you to HEIRS®, the first group
of 'unhappy' beneficiaries in the country dedicated to reforming the administration
of trusts/estates. This website will acquaint you with our objectives
Whether you seek better performance at less cost, the removal
of your trustee/executor, recovery of past losses or improvement in your
negotiating posture with a bank or individual trustee/executor, Heirs®
can put resources on the table to help. You will be able to meet and
compare notes with other beneficiaries, perhaps even including those whose
trusts are administered by your bank. Sometimes we may be able to refer you
to a good lawyer if you are contemplating litigation.
Reform in trust administration is possible; with your support,
Heirs® intends to lead the way!
To discover the benefits of Heirs® Membership, please
Heirs® respects its members desire for privacy. Heirs®
also believes that airing beneficiaries' grievances in the media is
important to reform in the administration of trusts and estates. Whether
you wish to participate is your
decision. Hence when an opportunity arises for an article, etc. in the
media, Heirs® will first contact you to see whether you are interested
in sharing your experiences.
Beneficiaries may find it helpful to share resources
with one another, particularly when a bank executor/trustee is involved.
If you would prefer not to be contacted
by other beneficiaries, please indicate as such on the Membership
Form. (See www.heirs.net for a list of banks/independent trust companies
which manage trusts/estates for Heirs® members & nonmembers).
Heirs® is a support group primarily for beneficiaries and creators
of irrevocable trusts. It offers practical suggestions to those who
want to improve relationships with their corporate fiduciary and to
others who may be contemplating setting up a trust using a corporate
entity such as a bank or individual (e.g. a lawyer) as the fiduciary.
it is not qualified to offer legal, tax or estate planning services
and will not do so. (For legal assistance, see a lawyer that is a specialist
in trust/estate matters.) CAUTION: some banks may assess the trust corpus
for their expenses not only when they must defend an action brought
by a beneficiary/trust creator but also whenever called upon to furnish
advice (legal or otherwise) in order to answer a beneficiaries'/trust
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