Estate Planning and Administration
Providing for minor children, first families, and protecting your interests in case of incapacity are aspects of a solid estate plan. We can also assist your estate in a variety of flexible relationships including: Executor, Co-executor, Agent for Executor, and Agent for Personal Representative.
Wealth Management and Transfer Strategies
Separate accounts of individual, marketable securities as well as pooled investment portfolio management is available. Special assets such as your personal residence, family farms, collectibles and closely held business interests can be managed. Tax advantaged strategies for passing your wealth to loved ones and charities are available to meet your special needs.
Retirement Accounts & Planning Services
Transitioning to retirement, planning the effective distribution of qualified plans, adjusting portfolio allocations, and carefully choosing beneficiary options are key decisions we can advise.
Our Process
A relationship with Coastal Trust Services follows a careful process proven to deliver results.
The process steps include:
• Review of member's current plans and circumstances
• Identification of goals and issues
• Development of Investment Policy Statement to guide asset management strategy
• Account setup and asset transfer
• Portfolio construction
• Comprehensive wealth management inventory and review
• Regular monitoring and review of plan and results
Our members are advised on all aspects of their financial lives; and, the relationship is regularly reviewed and monitored to keep our member's plans on course. The success of the process is ensured through proactive communication and rapid response.
