We help our clients plan for the future by developing effective strategies for business succession and estate planning including drafting wills, trusts, and personal planning documents such as powers of attorney and health care representation agreements.

We offer services in a range of estate planning matters, including:

Personal Planning

  • Preparing and updating wills

  • Powers of attorney

  • Health care representation agreements

  • Appointment of committees

  • ​Implementation and administration of family trusts

Estate Planning for Small Business Owners 

  • Business succession planning

  • Corporate reorganizations

  • Estate freezes and other tax-deferred transfers of property

Ready to get started? 

Get in touch with us and let us show you how we're doing law differently.

778.738.1258 

106-460 Doyle Ave

Kelowna  BC  V1Y 0C2

  

Inside SPACES

at the Innovation Centre

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