![]() For more information, visit or call (877) 495-1600. Anyone who lives or works in San Diego or Riverside counties can be a member. California Coast is not-for-profit, provides no-cost financial education for adults and youth, and is committed to improving the lives of its members and others in the community. With more than $3.2 billion in assets, the credit union serves nearly 200,000 members through its local network of 26 branches and 60 shared branch locations, and 30,000 fee-free ATMs nationwide. For more information on this special offer, please visit here.Įstablished by San Diego teachers in 1929, California Coast Credit Union is the longest-serving financial institution based in San Diego County. It’s an honor to provide our best in class estate planning documents as a benefit to their members.”Ĭal Coast is the exclusive partner with Trust & Will serving San Diego and Riverside County residents. Not only are they in our backyard here in San Diego, but serving friends and family in our community. ![]() Trust & Will CEO Cody Barbo said, “We’re honored to work with Cal Coast Credit Union. “Estate planning has never been easier or more affordable, and this partnership will truly help our members.” “Partnering with Trust & Will is a great way to help our members be financially secure,” said California Coast President & CEO Todd Lane. ![]() The Credit Union was started by teachers in 1929 and we continue to support local educators, schools and universities through our Financial Wellness program, Cal Coast Cares community events and our non-profit, the Cal Coast Cares Foundation. Best yet, members can get started for free and will only need to pay when their documents are ready to sign. California Coast Credit Union is the longest-serving financial institution in San Diego. Through the step-by-step process, and an expert team standing by, the estate planning process can be completed in about 15 minutes. ![]() San Diego-based Trust & Will offers affordable and easy estate planning that can be customized and completed online. Cal Coast members can now create a state-specific will or trust while receiving an exclusive 15% discount. San Diego, CA, Janu-( PR.com)- California Coast Credit Union and Trust & Will have announced a partnership to help Cal Coast members with the estate planning process. ![]()
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