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Membership Benefits
- Heirs® Personal Trust Handbook - Click here to learn more
- Fiduciary Fun - the Heirs® newsletter that provides practical advice to trust/estate beneficiaries and creators of trusts
- Literature Resources - a guide to books and articles of special interest to beneficiaries and benefactors
- Individual counseling
- Lawyer/accountant referrals (drafting a will/trust;
litigation.)
How To Join
Fill out the membership
application (requires Adobe
Reader). Attach a check for $95 for a one year membership and mail
it to:
Heirs®, Inc.
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.
Membership fee includes a free copy of the Heirs®
Personal Trust Handbook.
Foreign Orders: Payment must be made by check drawn on a U.S bank, a money
order redeemable at U.S. Post Offices or bank wire. Call for routing number.
Privacy Statement
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).
Disclaimer
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.
However, it cannot guarantee that material presented within the Heirs®
Personal Trust Handbook, its newsletter (Fiduciary
Fun), Bulletins or oral
communications will be effective in a particular situation. Furthermore,
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
creator's questions/complaints.