Free Webinar on Estate Planning

Estate Planning Webinar

Watch the full recording of last month's webinar, either below or on our Cal Coast YouTube Channel, that covers all things Estate Planning. Learn everything you need to know about preparing and protecting your assets and legacy for the future. There's even a special guest speaker from our partner, Trust & Will, that you won't want to miss!

Watch Webinar:

Webinar Date: June 14, 2023 at 12pm

Summary: Join us to discuss the most common questions surrounding estate planning and why it is important to set up a plan that will protect you and your loved ones. Presented by Molly Peters, Senior Content Manager at Trust & Will, topics will include the elements that make up a strong estate plan, the key differences in the most common types of estate planning documents, and how to choose a plan that is the best for your individual needs.

Find out how you can save 25% on Estate Planning by simply being a Cal Coast member¹!

Learn More

1. California Coast Credit Union members will receive a 25% off discount on Estate Planning services including Trusts and Wills. No promo code required, the 25% discount is automatically applied at checkout to the initial purchase of any Will or Trust-based estate plan. This promotion is only valid from Monday, April 1, 2024 at 9am PST to Tuesday, April 30, 2024 at 11:59pm PST. Payment must be submitted by April 30, 2024 at 11:59pm PST in order to receive this promotion

Disclaimer: The tips provided are for informational purposes only and in no way should be relied upon for financial, tax, or legal advice. The information is subject to change without notice. California Coast Credit Union encourages you to do your own due diligence when making decisions regarding your financial management.