Life and Estate Planning

Life and Estate Planning

Plan for the future and designate beneficiaries.

Contact Us
susan l., lynnwood

Contact BECU Investment Services

You've worked hard for everything you've earned, and chances are, there are people you want to benefit from all that hard work.

Let the Financial Advisors* from BECU Investment Services help. Working with you, we can build life and estate plans to transfer your assets in the most tax-efficient manner, and establish a fair and equitable distribution of your assets to future generations. We'll also diligently monitor and adjust your estate planning strategy to make sure it's in line with your wishes and evolving circumstances.

Life & Estate Planning Services

Regardless of your level of wealth, life and estate planning is a vital part of your overall financial plan.  Planning ahead can give you greater control, privacy and an opportunity to leave more of your legacy to your loved ones.

BECU Investment Services can provide guidance and strategies to work towards minimizing your estate tax liabilities and protecting your legacy that you can leave to loved ones. It is important to get legal and tax advice thinking through how each asset will pass to your beneficiaries as well as your estate as a whole.

  • Inheritance Strategies
  • Family Wealth Transfers
  • Beneficiary Planning
  • Gifting
  • Outside Investment Account Consolidation

Direct Access to Local Professionals

Read more about our team of knowledgeable and experienced advisors and contact any of us directly to set up your complimentary in-person consultation.

Check the background of investment professionals associated with this site on FINRA'S BrokerCheck.

*Financial Advisors are registered with, and Securities and Advisory Services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC . Insurance products offered through LPL Financial or its licensed affiliates. BECU and BECU Investment Services is not a registered broker / dealer and has a brokerage affiliate arrangement with LPL Financial. Investments are:

Not NCUA / NCUSIF Insured Not Credit Union Guaranteed Not Obligations of BECU May Lose Value

Branch Office located at BECU, 12770 Gateway Dr., Tukwila, WA 98168. BECU, BECU Investment Services and LPL Financial are separate entities.