Wills, Estates & Trusts

Wills and Estate planning involves more than just preparing a Will.  A Will is the focal point of your larger estate plan, which should include a review of your assets and liabilities, family relationships and matrimonial status, business interests, income tax status and mental incapacity planning.  Estate planning documents may include:  Last Will and Testament; Enduring Power of Attorney (for financial and legal decisions); Representation Agreement (for personal and healthcare decisions); Living Will or Advance Directive (for end of life care); Family Trust; Alter Ego or Joint Spouse Trusts; Inter Vivos trusts and Principal Residence Trusts.

Your Wills and Estate planning review should also identify those individuals who might have a claim against your estate, with advice given as to how you can minimize the success of such claims. We prepare a variety of Trusts which are an integral part of estate planning, including Testamentary Trusts and Spousal Trusts in your Will, and the trusts referred to above.

Please feel free to print out our Wills Information and Instruction Sheet found in our “Contact Us” drop-down.  You do not need to fill it in before you attend our office, as we will assist you in doing so.

This web site is designed for general information only. The information presented at this site
should not be construed to be formal legal advice nor the formation of lawyer/client relationship

T: 250.868.8803
F: 250.868.8876

212-2900 Pandosy Street
Kelowna, BC V1Y 1V9

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