Many people delay their estate planning until an unfortunate event reminds them of the need. Sometimes it is too late. Our depth of experience and unique heritage offices create a comfortable environment for exploring your goals and needs. Together, we will fine-tune a strategy that gives you a valuable return on your investment and, most importantly, peace of mind.
We act for executors, trustees, or beneficiaries to protect their rights within an estate (or trust). Our office is associated with Clark Wilson LLP., one of British Columbia's largest and oldest law firms. We operate one of the few Law Offices in BC that is exclusively focused on Estate, Tax and Charity Law.
We act for executors, trustees, or beneficiaries to protect their rights within an estate (or trust). Our office is associated with Clark Wilson LLP., one of British Columbia's largest and oldest law firms. We operate one of the few Law Offices in BC that is exclusively focused on Estate, Tax and Charity Law.
Services
Geoffrey White has 25+ years of expertise in Will, Estate and Trust matters. He assists clients both at his "heritage" office in Kelowna and at Clark Wilson LLP in downtown Vancouver. Geoff is an editor of B.C.'s Probate & Estate Administration Practice Manual, which is acknowledged as the primary source for all estate matters in the province.
We create planning strategies to preserve and pass on wealth. We believe in a comprehensive and integrated planning process. Our clients come to us as referrals from other professionals who share our commitment to this process. We administer estates quickly and cost-effectively. Our office has also offered professional executor services to our clients for many years as a complement to our key focus on estate services.
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Rich Donadt
Jan 31, 2020
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