Wills & Estates

Estate Planning

We prepare your Will to provide for your loved ones, and advise you on health care planning. We can also prepare more complex legal arrangements to achieve your financial goals for both family and business.

Our legal services include:

Wills
Incapacity and health care planning:
- Powers of Attorney
- Representation Agreements and Advance Directives (also known as a “living will”)
- Committeeship (appointing a guardian for an incapable adult)
Trusts for adult children who need extra safeguards because of:
- Spouses or ex-spouses who could claim against your estate
- Addiction or disabilities
Gifts to charity and gifts during your lifetime
Joint tenancy and tenancy-in-common
Business succession and corporate reorganizations
Advice on the tax consequences of your estate plan

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Estate Planning

Our legal services include:

Wills
Incapacity and health care planning:
- Powers of Attorney
- Representation Agreements and Advance Directives (also known as a “living will”)
- Committeeship (appointing a guardian for an incapable adult)
Trusts for adult children who need extra safeguards because of:
- Spouses or ex-spouses who could claim against your estate
- Addiction or disabilities
Gifts to charity and gifts during your lifetime
Joint tenancy and tenancy-in-common
Business succession and corporate reorganizations
Advice on the tax consequences of your estate plan

Recent Blog Posts Read all blogs

What Happens If You Die Without a Will in BC?

July 23, 2020

What is a Will? A will is a legal document that states what…

How Do I Plan My Future Financial and Health Care Decisions?

July 23, 2020

There are many ways that you can plan for your future financial…

Multiple Wills as a Tax Strategy

April 9, 2018

An interesting read for anyone who remembers the case of a Kelowna…

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Estate Administration

After a loved one dies, we are here to help you. We handle all the legal arrangements for executors including getting probate, administering the estate, transferring assets and preparing executor accounts for approval by beneficiaries. We also help beneficiaries with questions and concerns about how an estate is being administered.

Our legal services include:

Grant of Probate
Grant of Administration
Transferring estate assets to beneficiaries
Passing of accounts
Proving the validity of a will from outside BC

Recent Blog Posts Read all blogs

Arranging for a Funeral as an Executor: 5 Important Considerations

September 15, 2020

After a loved one dies, who is responsible for arranging the…

What is Probate?

July 23, 2020

What is Probate? Probate is the process of applying to the…

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Estate Disputes

We provide legal advice and representation for disputes during lifetime and after death, including:

Disinherited spouses and children (adult or minor)
Spouses and children (adult or minor) who were left an unfair share of the estate
Challenging a will (incapacity, undue influence, or other)
Disputes about executor performance
Compensation owing for help you gave the will maker while he or she was alive
Intestacy and disputes about your right to inherit
Elder abuse
Dealings with the Public Guardian and Trustee
Mediation and settlement