What Is Estate Planning?
Estate planning is the process of preparing for the management and distribution of your assets—such as your home, savings, and personal property—during your lifetime and after you pass away. It typically includes creating legal documents like wills, trusts, and powers of attorney to help protect your wishes, minimize family conflict, and ensure your legacy is preserved for future generations.
Why Estate Planning Matters
Protect Generational Wealth
Clear ownership safeguards family assets
and equity.
Promote Housing Stability
Secure titles help families maintain safe,
resilient homes.
Expand
Economic
Opportunity
Ownership unlocks access to loans, education, and business opportunities.
What is Heirs' Property?
Heirs’ property refers to land, a home, or other real estate passed from one generation to the next without a formal estate plan or clear title. Ownership is shared among descendants—sometimes dozens of family members—creating complex legal and financial challenges.
UNDERSTAND YOUR RISKS
National Stats
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$32+ billion in real estate value nationwide is heirs’ property
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Over 500,000 properties are affected, limiting homeownership and wealth building
Regional Stats
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Southeast and Appalachia have the highest concentrations due to historical factors
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3.5 million acres and nearly $47 billion in property value impacted in 14 southern states
