Coastal Community Credit Union
Leave a Legacy

Planning ahead

Whether you are planning your own estate or dealing with a loved one’s death, we offer a wide range of solutions for effective planning and transfer of assets to the next generation.

We are committed to exceptional service. When you are working us, you not only get Coastal Community group of companies but as well Concentra Trust, a national trust company built on shared values for your estate and trust needs.

  • 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

Information for Executors

Lydia Moulder

Lydia Moulder, CEA, CAIB, TEP

Estate & Trust Specialist
Coastal Community Credit Union

With a background in insurance for the past 17 years, Lydia has experience to help guide you through the complexities of estate planning.

Committed to ensuring members and clients receive the advice and support they need in planning their Estates, Lydia maintains membership in both The Estate Planning Council of Canada and The Society of Trust and Estate Planners, Canada. Committed to continuous education, Lydia is proud to share she has achieved her Trust and Estate Practitioner (TEP) designation. The prestigious internationally recognized TEP designation demonstrates to our clients and members that we provide knowledgeable and current proactive advice in the field of Estate and Trust planning and settlement.

Talk to Lydia today.

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