Estate & Trust Services
Vancouver Island Based SolutionsWhether 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
Danny Zich
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.
Lydia Moulder
Associate Estate & Trust Specialist
With a background in insurance for the past 17 years, Lydia has experience to help guide you through the complexities of estate planning.
Coastal Community Private Wealth Group and Concentra Trust have created an innovative partnership to offer Estate and Trust Services and Lydia is proud to be an integral part of such an offering.