Preserving a legacy for the next generation

Make things easier through our estate & trust services

 
Protect you and your loved ones

 
Whether you’re planning your own legacy or have been entrusted with one,
we’re here to help.


Estate Planning

Build a plan for your legacy that reflects your wishes.

Estate Administration

Tools and resources to help settle a loved one’s estate.

Ongoing Support

Trusted advice to help you through difficult times.

ESTATE PLANNING 

Now's the time to preserve what's most important

 
When done right, estate planning will help bring peace-of-mind during a time it's needed the most.

Benefits of proper estate planning:

  • Ensures your wishes are carried out
  • Minimizes tax consequences
  • Manages your intentions for charitable giving
  • Ensures family assets are handled fairly
  • Secures decision making parameters
  • Establishes proper Powers of Attorney
  • Assists in seamless business succession
  • Helps you in conversations with loved ones

ESTATE SOLUTIONS

Are you ready to handle all that comes with estate planning & administration?

 
Whether it's your own or a loved one's estate, there's often more than meets the eye. That's why it can be extremely helpful to have an expert in your corner. From the simple to the complex, we can help — in ways you may not have anticipated: 

  • Helping you navigate probate
  • Providing insight into obligations & responsibilities
  • Assistance with administrative requirements

Helpful estate planning resources

 
You don't have to go this alone. We have trusted advisors to help you, or you might want to start with some useful info.


Guide to planning your estate

Who is important to you? What assets do you have? Learn why this is important.

Open the handbook >


The benefits of a corporate executor

Handling estates can get complicated. Here’s one way you can ease the burden.

Why they're important >


How to settle an estate

Get started working through the complexities of estate administration.

Your first step >

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The tasks of an executor

Here are all the things you’ll need to consider and take care of.

Executor's checklist >

ESTATE & TRUST SPECIALIST

Danny Zich

Estate & Trust Specialist,
Coastal Community Private Wealth Group 
Concentra Trust

Planning or administering an estate? If you need sound guidance, Danny can help. His fields of expertise include:

  • Holistic estate planning & administration
  • Navigating probate
  • Trusts and trustees

WORKING WITH AN ESTATE SPECIALIST

Complex situations deserve expert guidance.

 
Let one of our Island-based experts help. 

 
 Book an appointment

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We're here for you.