Annoucement :: March 12 2007
Trust Regulatory News Reviews Results Of The HEIRS® Survey!

In 2006, the Heirs® Organization asked beneficiaries to assess the performance of their trusts/estates. The specific results are currently available by simply clicking here. (Requires Adobe Reader.) The survey did attract the attention of Trust Regulatory News, a newsletter purchased mainly by banks and other fiduciaries interested in reducing their exposure to litigation. This article, dated February 2007 may also be viewed by simply clicking here. (Also requires Adobe Reader!)

Annoucement :: March 10 2007
*** UPDATE: HEIRS Files First Ever Supreme Court Brief! ***

The Heirs® petition was successful in arguing for extending Federal jurisdiction to trusts/estates! Click here to download the Brief in PDF format (requires Adobe Reader)! (Text courtesy of an anonymous third party.)

Annoucement :: July 27 2006
Survey of Executor/Trustee Administration Practices

The Heirs® Organization has recently surveyed its membership to determine whether its members were satisfied with the management of their estates/trusts. Results are currently being tabulated and should be available sometime in August. Contact us for more information!

Announcement :: March 10 2006

The new HEIRS® book, Barristers, Banks & Beneficiaries, will be published in 2007. It is hoped that it will prove useful to settlors planning on using a corporate executor/trustee or beneficiaries intending to challenge the administration of an estate/trust.

Annoucement :: February 20 2006
HEIRS Files First Ever Supreme Court Brief!

Argues for extending Federal jurisdiction to trusts/estates. Click here to download the Brief in PDF format (requires Adobe Reader)! (Text courtesy of an anonymous third party.)

Announcement :: February 7 2005

HEIRS® will now publish members' letters on its website! Check out the brand new Beneficiaries Speak Out section!

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 and strategies. After we have received your completed membership application and dues, we will send along additional materials designed to support your quest for improved trust/estate administration.

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. As a member of our organization, you will receive the Heirs® Personal Trust Handbook and our newsletter, Fiduciary Fun, which together present ‘how-to-do-it’ suggestions for removing a trustee, gaining concessions, hiring representation, selecting a corporate fiduciary as well as news on legislative reform. In addition, you will receive Literature Resources, a listing of useful articles describing your rights as a beneficiary and the responsibilities of fiduciaries. You also will be able to meet and compare notes with other beneficiaries, perhaps even including some whose trusts are administered by your bank. Sometimes we can even refer you to a good lawyer or forensic accountant.

Reform in trust administration is possible; with your support, Heirs® intends to lead the way!

To discover the benefits of Heirs® Membership, please click here!

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