Annoucement :: August 5, 2010
Letter to Federal Legislators

Heirs® will soon be contacting federal legislators who have an interest in financial reform in order to explain why the administration of personal irrevocable trusts is overdue for reform. Focus of the letter is on portability, i.e. offering beneficiaries practical means of exchanging corporate trustees or switching from an individual to a corporate trustee. To see text of the letter click here. It would also be useful if you would first send us a one page summary of your trustee problem which we may send interested congressmen prior to a visit. Include any restrictions on the use of your letter. Otherwise we will assume we have your permission to disseminate same. It is possible that one or more congressmen will be sufficiently interested to extend an invitiation for a visit. If you would like to attend, please contact Heirs® at stancedar@comcast.net or call (610) 527-6260.

Annoucement :: June 25, 2010
Presentation to FDIC

Heirs® was recently invited to present the beneficiary's point of view at a meeting of bank examiners hosted by FDIC at their offices in Arlington, VA. The presentation appeared to be well received. One audience member noted that while an examiner's powers are limited, they do have the authority to refer 'serious' issues to other regulatory agencies. For a copy of the speakers notes, see FDIC outline. (Requires Adobe Reader!)

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 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 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 click here!

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