Estate Planning & Administration

Our experienced estate team can assist you.

Many of our experienced lawyers have assisted Comox Valley families over multiple generations. We take a long-term view to protecting your family’s interests and assets. We know the Valley, it’s businesses and community, and we are committed to guiding your family through life’s stages.

• Estate Planning: Personalized estate plans, wills, and trusts to ensure your assets are distributed according to your wishes and your loved ones are protected.
• Incapacity Planning: Setting up contingency plans, such as powers of attorney, representation agreements and healthcare directives, to ensure your medical and financial decisions are given to someone you trust if you are unable to make them yourself.
• Trusts: Establishing various types of trusts, such as living (inter vivos) trusts including alter ego and joint partner trust, disability (Henson) trusts, testamentary trusts, and charitable trusts, tailored to your specific objectives for asset protection and seamless wealth transfer.
• Estate Administration: Handling all aspects of probate and estate distribution with compassion and efficiency during challenging times.
• Estate Litigation: Representing clients in estate-related disputes, including contesting wills (“wills variation claims”), trust disputes, and other contentious estate matters.
• Adult Guardianship: Guiding you through the necessary legal procedures, including private committeeship applications, to establish guardianship for adult family members who are unable to care for themselves, prioritizing their well-being and dignity.
• Convenient Appointments: We understand the challenges some clients may face when visiting our office. We offer appointments at home, in the hospital, or at long-term care facilities for individuals who are unable to travel.