Wills and Estates

Got questions about wills and estate planning? Excellent - because we have answers! These short videos will help you learn more about the most important aspects of estate planning.


Meet Shawn Heidema, a Private Wealth Advisor with the Coastal Community Private Wealth Group.

Why should I have a will?

In short, because of what could happen if you don't have one. 

What is an executor and what should I consider when appointing one?

Why it's an important job that needs the right person.

Who should I consult with when doing my estate planning?

Meet the three people you need to help you plan your estate.


What other tips do you have to help me with my estate planning?

A few things, apart from having a will, you should consider.  

Investment services provided through Coastal Community Private Wealth GroupTM, a division of Coastal Community Financial Management Inc., which is a wholly owned subsidiary of Coastal Community Credit Union.