Family Trust Planning Support
Education on family trust concepts, clarification of household priorities, and organization of the information a licensed attorney will need.
Trust & Legacy Planning Support
Build Today. Protect Tomorrow. Leave a Meaningful Legacy.
A thoughtful legacy strategy helps individuals, families, entrepreneurs, and community leaders clarify how their assets, businesses, responsibilities, and charitable intentions should be organized for the future. Accion provides the education, administrative structure, and coordinated planning support needed to begin that process intelligently.
What We Support
Seven Areas of Legacy Planning Support
Each area can be addressed on its own or combined into a single coordinated plan.
Business Trust and Succession Considerations
Support for owners considering leadership transitions, ownership continuity, and how a business fits within a broader legacy plan.
Charitable Trust and Legacy-Giving Considerations
Exploration of structured charitable intentions, giving priorities, and the organizations a client wishes to support long term.
Asset and Beneficiary Information Organization
Consolidated records of assets, accounts, obligations, beneficiaries and key contacts, prepared in an organized, reviewable format.
Trust-Readiness Assessment
A structured review of where you stand today, what decisions remain open, and which professionals should be involved.
Document Preparation Coordination
Preparation and organization of supporting materials, and coordination of the documentation process with your licensed professionals.
Implementation Timeline and Professional Coordination
A phased timeline with defined responsibilities, plus coordination with attorneys, tax professionals and financial advisors as required.
Where to Start
Trust Planning Begins With the Right Questions
These are the questions we work through together during a trust-readiness consultation.
- 01What assets and responsibilities need to be considered?
- 02Who should benefit from the plan?
- 03Is a business or nonprofit organization involved?
- 04Are charitable intentions part of the legacy?
- 05Who should manage important responsibilities?
- 06Which legal, tax, or financial professionals need to participate?
- 07What implementation timeline is appropriate?
Begin Your Legacy Planning Conversation
The first step is a focused consultation. We will review your priorities, identify what needs organizing, and outline an appropriate implementation timeline.
Accion provides trust preparation and coordination services and works with licensed legal, tax, and financial professionals as appropriate to each engagement.