Life and Estate Planning

Life and Estate Planning

Plan for the future and designate beneficiaries.

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Contact BECU Investment Services

BECU Investment Services

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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 a more 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

  • Read articles on topics from planning for college to retirement

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.

BECU Investment Services and LPL Financial do not provide tax or legal advice or services. Please consult your legal or
tax advisor regarding your specific situation.

*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BECU and BECU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BECU Investment Services, and may also be employees of BECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BECU or BECU Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please read the LPL Financial Relationship Disclosure more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.