Why Heirway
The #1 Platform for Private Trust Education
Heirway is the trusted resource for learning how to create, manage, and protect private family trusts. We make estate planning simple by breaking down complex trust strategies into easy-to-follow guides. Whether you’re setting up your first private trust or refining an existing estate plan, Heirway gives you the clarity, tools, and confidence you need to safeguard your legacy and protect future generations.
Expert-Guided Education
Learn from experienced estate planning professionals with lessons that explain how private trusts work, why they matter, and what steps you should take. From revocable and irrevocable trusts to trustee responsibilities, we give you clear, actionable education.
Designed for Families and Business Owners
Our platform helps families, trustees, and business owners build stronger trust strategies. With resources tailored to every stage of planning, we ensure heirs and beneficiaries are protected while avoiding unnecessary disputes.
Practical Tools and Next Steps
Heirway goes beyond theory. We provide structured checklists, real-world examples, and trusts designed to help you take immediate action—so you can move seamlessly from learning to trust implementation.
More Resources
The Keenan Roberts Advantage
Welcome to The Keenan Roberts Advantage, where we discuss how families and business owners tactically grow and preserve wealth for generations to come. There's a right way and a wrong way to protect your business, grow wealth and transfer it. But most people only learn the hard way when it's too late. The advantage you get here is learning the strategies used by the wealthy, by top business owners, and by those who don't just make money, but know how to keep it. I'm here to break down these strategies in a way that's clear, actionable and most importantly something you can actually use.
I am not a CPA, attorney, or financial advisor. The information in this podcast is for educational and informational purposes only and should not be taken as legal, tax, or financial advice. Always do your own research and consult with a qualified professional before making any financial or legal decisions
How A Trust Strategy Can Keep Wealth in the Family for Generations
Most business owners think transferring wealth means selling assets to the next generation, but what if there was a smarter way?...
How a Simple Will Could Cost Your Family Everything
Think a will is enough to protect your family and assets? Think again...
Why Every Business Owner Needs a Trust (And How to Set It Up the Right Way)
Are you protecting your business and assets the right way? Or are you unknowingly leaving everything you’ve built vulnerable to lawsuits, estate taxes, and probate battles?...
How to Structure a Trust for Life Insurance the Right Way
Most people think life insurance is just a death benefit. But in this episode, we flip the script.