Whether you are planning your own estate or dealing with a loved one’s death, we offer a wide range of solutions for the effective planning and transfer of assets to the next generation.
We are committed to exceptional service. When working with Coastal Community and Concentra Trust for your estate and trust needs you can expect:
- Invaluable assistance at a time of grieving
- Impartial administration for complex family dynamics
- Help when family members are not local, willing or able to act
- Professional asset administration
- Longevity of trustee relationship
- Mitigation of personal liability for individual executors
Estate & Trust Specialist
Danny has been involved with the co-operative system for over 35 years and believes in and shares their values.
Coastal Community Private Wealth Group and Concentra Trust have created an innovative partnership to offer Estate and Trust Services and Danny is proud to be an integral part of such an offering.
Danny specializes in Estate Planning and Estate Administration. He has a passion for helping members and clients during their most difficult times. With proper planning, Danny can help you ensure your personal and financial affairs are structured to support the people and causes you care about. One thing he knows for certain, “everyone should understand the importance of proper estate planning and trust solutions to provide peace of mind to yourself, your family and loved ones.”
250.713.0172 · 1.800.806.2332 · Email Danny