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Will and Estate Planning

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Members get friendly help with will, estate and trust services.

Planning for this stage in life isn’t all that fun but it sure is important. It is never too early to start thinking about the importance of estate planning and making sure your legacy goes where and to whom you want. The sooner you start implementing a plan, the less you’ll have to worry about down the road if something were to happen to you.

Coast Capital has partnered with Truvera Trust Company to offer our members access to Estate and Trust services. By working alongside a Financial Planner on a will and estate plan, members can save time and money and have peace of mind to know their assets are taken care of. Truvera also offers Executor services to relieve your family members of this often complex and time consuming process.

Key features

  • Will and Estate planning
  • Executor services, including third party executors
  • Trustee services
  • Power of Attorney services

Talk to our Investment Team

Getting started is simple.

Getting started is simple.

Step 1

Meet with a Financial Planner.

Contact us to get started.

Step 2

We'll call you.

We’ll call you to set up an appointment at your nearest branch.

Step 3

Complete will and estate questionnaire.

Complete the questionnaire and we’ll send it to Truvera for review.

Step 5

Sign documents.

You get to sign the documents. Your work here is done.

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About Truvera

Truvera Trust Corporation is an independent British Columbia owned trust company which has been operating since 2005 and has offices in Vancouver and Kelowna. Truvera is incorporated under BC’s Financial Institutions Act and regulated by the Financial Institutions Commission of BC. Their experienced financial and legal professionals specialize in providing clients with estate planning and administration services.