Protect you and your loved ones
Whether you’re planning your own legacy or have been entrusted with one,
we’re here to help.
Preserving a legacy for the next generation
Make things easier through our estate & trust services
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.
The benefits of a corporate executor
Handling estates can get complicated. Here’s one way you can ease the burden.
How to settle an estate
Get started working through the complexities of estate administration.
The tasks of an executor
Here are all the things you’ll need to consider and take care of.
ASSOCIATE ESTATE & TRUST SPECIALIST
Lydia Moulder, CEA, CAIB
Estate & Trust Specialist,
Planning or administering an estate? If you need sound guidance, Lydia can help. Her 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.
Other helpful estate planning resources:
Connect with Coastal Community
We're here for you.
SECURITY & PRIVACY
Together, let's do great things.
Coastal Community Credit Union acknowledges that we are located on the Lands of the Coast Salish, Nuu-chah-nulth and Kwakwaka’wakw ancestors and families, whose historical relationships with the Land continue to this day. We are grateful to have the opportunity to live, learn, work and play in their traditional and unceded territories.
© Copyright 2024 Coastal Community Credit Union