Estate Planning

Helping you leave a legacy

Comprehensive estate planning strives to give you confidence that your family will be well cared for in the event of your passing. Our financial consultants take a clear and personalized approach with the goal to help ensure you have a well-considered strategy that saves you money while you're living and leaves more to your heirs upon your death.


Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.


Is your estate ready to pass to your heirs?

Our financial consultants' revolve around listening to your needs and executing them according to your wishes. Speak with one of our professionals today about:

  • How to correctly designate your beneficiaries
  • Understanding the probate process and how it can potentially be avoided
  • Learn how to address costly planning errors
  • How your assets can be distributed upon your death
  • Learn how to potentially manage, reduce or avoid income and estate taxes when transferring your wealth

Meet with a financial consultant

We understand that each of our clients has unique considerations.  Meet with one of our financial consultants to evaluate your legacy planning strategies.


Contact OCCU Investment Services

*Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Oregon Community Credit Union and OCCU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The investment products sold through LPL Financial are not insured Oregon Community Credit Union deposits and are not NCUA insured. These products are not obligations of Oregon Community Credit Union and are not endorsed, recommended or guaranteed by Oregon Community Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: OR, AK, AZ, CA, CO, DC, FL, HI,  IL, IN, MA, MO, MT, NC, NV, SC, TX, UT, WA.