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Estate Lawyers Serving Kelowna & the Okanagan

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Onyx Law Group works with Kelowna and Okanagan clients from our three offices in Metro Vancouver: Downtown Vancouver (650 West Georgia Street), Kerrisdale (5455 West Boulevard) and New Westminster (26 Fourth Street). We handle estate planning, probate and estate disputes for Interior families largely by phone, email and video, and we appear at the applicable BC Supreme Court registry when a matter calls for it.

For Estate Litigation matters, we offer a free 30-minute consultation. Call (604) 900-2538 or send us a note through our contact page.

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    Kelowna Estate Lawyers

    Estates and Trusts Law in Kelowna

    Estate law in BC is provincial: the same statute governs a Kelowna estate and a Vancouver one. What changes locally is where you file, where a trial is held and how the paperwork moves. We handle all three for Kelowna families.

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    Kelowna Estates & Trusts Litigation

    Estates & Trusts Litigation

    Will challenges, wills variation claims and disputes with executors, from the notice of dispute through to trial. Our Estates and Trust Litigators in Kelowna provide the following services:

    • Challenging an Executor
    • Contesting a gift
    • Disinherited Child
    • Disinherited Spouse
    • Undue Influence & Lack of Capacity
    • Unjust Enrichment
    • Validity of a Will or Trust
    • Estate Assets
    • Will Disputes

    Estates Planning and Trusts

    Wills, powers of attorney and representation agreements, with video signing for wills where it suits. Our Estates Planning and Trusts legal services in Kelowna include:

    • Alter Ego Trust and Joint Partner Trust
    • Committeeship Applications
    • Disability Trusts
    • Power of Attorney
    • Representation Agreements
    • Wills
    Estate planning in Kelowna

    Kelowna Probate and Estate Administration

    Probate and Estate Administration

    Grants of probate and administration for Kelowna executors, from the wills search and P1 notices to the 210-day distribution period.

    Where a Kelowna estate is dealt with

    Three public offices that an executor or a will-maker in Kelowna may need are all within about half a kilometre of City Hall.

    OfficeAddressIts part in an estate
    Kelowna Law Courts, Supreme Court registry1 – 1355 Water StreetTakes applications for probate and administration, notices of dispute, and lawsuits about wills
    Service BC, Kelowna305 – 478 Bernard AvenueAccepts wills notices and wills searches for the Vital Statistics registry
    Public Guardian and Trustee, Interior-North regional office1345 St. Paul StreetActs for adults who can no longer manage their own affairs when no one else is authorized

    Addresses from the Province’s courthouse directory (updated October 1, 2026), the Service BC office list (updated October 26, 2026) and the Public Guardian and Trustee’s contact page. Check hours and services before you go.

    The Law Courts building houses two courts, yet estate work belongs to just one of them. For the Wills, Estates and Succession Act (WESA), “court” is defined to mean the Supreme Court, so a grant of probate, letters of administration for someone who left no will, a claim to vary a will and an application about an executor are all Supreme Court business.

    A registry downtown is handy, but nothing obliges a Kelowna estate to use it. Provincial guidance says an executor may apply for a grant at any registry of the BC Supreme Court. A co-executor in Calgary or a sister in Victoria is therefore not forced to deal with Water Street, and a will-maker’s Kelowna address does not fix the venue. The registry is chosen early, because it is stated in the notice the family receives before anything is filed.

    Probate for a Kelowna executor

    Start with the wills search. Supreme Court Civil Rule 25-3 lists, among the papers filed for a grant, two copies of a Vital Statistics certificate reporting whether the deceased registered a wills notice. You apply by mail or at a counter, attaching a photocopy of the death certificate. In Kelowna, the Service BC office on Bernard Avenue takes these applications; on the Province’s page, the Vancouver, Burnaby and Surrey offices are the three that do not. The charge is $20, with $5 more for every other name the deceased went by. Standard results print within 20 business days and come by mail from Victoria, while the $33 courier service prints the following business day. The certificate gates everything else, so send the request in the first days.

    The family is told next. Rule 25-2 sets out who gets the Form P1 notice: beneficiaries under the will, and the people who would take on an intestacy, among others. In some situations involving a beneficiary who is a minor or mentally incapable, the Public Guardian and Trustee must be sent a copy as well. Form P1 also states which registry will receive the application, and the executor has to wait at least 21 days after delivering it before filing.

    Plan for the paper original. Under Rule 25-3 the executor files the originally signed will plus two copies, and falls back on a copy only if the original is missing or unavailable. When the will sits in a Kelowna safe deposit box and the executor lives out of town, sort out who retrieves it, and how it gets to the registry, while the 21 days are running.

    Budget for the fee. The Probate Fee Act charges nothing on an estate of $25,000 or less. For value between $25,000 and $50,000 it charges $6 per $1,000 or portion of $1,000, and for value over $50,000, $14 per $1,000 or portion. It is paid before the grant is issued. Our probate fee calculator runs the numbers, and how probate fees are calculated explains which assets count.

    Then wait out the distribution period. WESA section 155 stops an executor from handing out the estate in the 210 days after the grant, except with a court order or the consents the section requires. If there was a will, those consents come from all beneficiaries with an interest and from every person entitled to sue for variation; if there was not, from the intestate successors who share in the estate.

    Veronica Manski heads our probate and estate administration team, which prepares grants of probate and administration and answers registry requisitions. Background reading: how to probate a will in BC and how long probate takes.

    When the will is disputed

    Relatives who believe a will is unfair, or not valid at all, have more than one way to raise it, and the first windows are short.

    Stopping the grant is possible only while it has not yet issued. Rule 25-10 lets a person who was owed the P1 notice, or who claims under a different will, file a notice of dispute (Form P29). No grant is issued while that notice is in effect, and it expires a year after filing unless renewed or ended sooner.

    Section 60 of WESA gives a spouse or child of the will-maker a claim where, in the court’s opinion, the will fails to make adequate provision for that person’s proper maintenance and support; the court can then order the provision it considers adequate, just and equitable. Section 61 is strict on timing. The action has to begin within 180 days of the BC grant, the executor has to be served with it within the following 30 days (a period the court can extend), and the Public Guardian and Trustee has to be served as well where the will-maker left minor children or a spouse or child who is mentally incapable. Read more about claims by a disinherited child or a disinherited spouse, and about the wills variation limitation period.

    Validity is a different argument: that the will-maker lacked capacity, that the will was not signed and witnessed as the Act requires, or that someone exerted undue influence. On influence, section 52 helps the challenger. Once it is shown that another person stood in a relationship where the will-maker could have been dependent on or dominated by them, it falls to the person upholding the will or gift to prove that the relationship was not used to unduly influence the will-maker. Section 58 cuts the other way, allowing the court to treat a defectively signed document as a valid will where it reflects what the deceased intended. See undue influence and lack of capacity and validity of a will or trust.

    Complaints about the executor follow their own track. WESA section 158 allows anyone interested in the estate to apply to have a personal representative removed, or to have a person with priority passed over before they take office. Our article on contesting an executor sets out the grounds.

    Where a trial would be held

    Variation claims proceed as actions, and validity challenges may too. Supreme Court Civil Rule 3-1 requires the notice of civil claim to name the proposed place of trial, and Rule 12-1 holds the trial there unless a judge moves it. If the people who saw the will-maker in the last years (a family physician, neighbours, staff at a care home) live around Kelowna, naming Kelowna may make their evidence easier to gather. The place is fixed when the claim is filed, so mention it the first time we speak.

    Candace Cho, KC leads our estate litigation and dispute resolution practice. Other estate claims carry their own time limits, which turn on the kind of claim and its facts; call before the grant issues if you can.

    Planning documents for Kelowna residents

    Your will decides who receives your estate and who manages it. For a period of illness or decline, two further documents matter. In an enduring power of attorney, section 14 of the Power of Attorney Act requires you to state whether your attorney may act now or only after you become incapable of managing your finances, and to state that the authority survives your incapability. A representation agreement appoints someone to support or make your personal care and health care decisions.

    Without these documents, relatives of an adult who has lost capacity may have to obtain a committeeship order from the Supreme Court first. The Public Guardian and Trustee also takes on the committee role for incapable adults, working from its Vancouver, Kelowna or Victoria office depending on where the adult lives.

    Signing without the trip to the coast

    Our offices are between about 370 and 390 km by road from downtown Kelowna, which is why WESA’s video option matters here. Section 35.2 treats people as present together when they are in each other’s electronic presence, and allows the will-maker and witnesses to sign matching full copies of the will in counterpart. Witnesses still have to be at least 19 (section 40). If a witness, or a witness’s spouse, is left a gift, it fails unless a court saves it under section 43. Where a relative might later say the will-maker lacked capacity or was pressured, an in-person meeting between the lawyer and the will-maker alone can leave the will on firmer ground; we will help you weigh the two.

    The video provision in WESA covers wills only. Remote signing of a power of attorney or representation agreement depends on other rules, so check with us first.

    Once the will is signed, a $17 wills notice records its location with Vital Statistics, which never sees what the will says. You can file it online, by mail or at Service BC in Kelowna. Sandy Minh Abley directs our estate planning work; our estate planning checklist lists what to gather before a first meeting.

    Lawyers who act for Kelowna estates

    Candace Cho, KC and Judith A. Janzen, the firm’s principals, joined forces in 2012. On the estate side, Candace Cho, KC is the practice leader for estates and trusts litigation, Veronica Manski for probate and administration, and Sandy Minh Abley for planning. Contested Kelowna files are also handled by Jackson Todd, Valerie LeBlanc, Katya Richardson, Kevin Campbell, Louisa Ledesma, TJ Garcha and Jesse Patrao.

    We also have estate pages for Lake Country, Peachland, Vernon and Penticton, and a page for Kelowna family law if a separation is involved.

    Questions from Kelowna families

    Must a Kelowna estate be probated at the Kelowna registry?

    No. Any Supreme Court registry in BC can issue the grant. Water Street may well suit a local executor, but settle the choice before the P1 notices are delivered, since they state the registry.

    How does an executor get the wills search certificate?

    Send the application to Vital Statistics in Victoria, or hand it in at Service BC on Bernard Avenue, with a photocopy of the death certificate. Results can take 20 business days plus mailing; the courier service is faster.

    Can I sign my will by video from Kelowna?

    Yes, WESA permits it, with witnesses present electronically and identical copies signed. We will advise whether that suits you or whether meeting in person is safer.

    What is the deadline to vary a will?

    The claim must begin within 180 days after the grant issues. To stop the grant itself, a notice of dispute must be filed before it issues. Other estate claims have different limits.

    Is the first consultation free?

    For Estate Litigation matters, we offer a free 30-minute consultation. For probate or planning work, ask about fees when you call (604) 900-2538.

    Our Estate Lawyers Serving Kelowna

    Estate Litigation

    Candace Cho

    Principal Lawyer
    Estate Planning

    Sandy Minh Abley

    Associate Counsel
    Probate & Estate Administration

    Veronica Manski

    Associate Counsel
    Estates & Trusts Litigation

    Jackson Todd

    Associate Counsel
    Estate Litigation

    Valerie LeBlanc

    Associate Counsel

    Estates & Trust Litigation, Family Law

    KATYA RICHARDSON

    Associate Counsel 

    Estates & Trusts Litigation

    Kevin Campbell

    Associate Lawyer
    Estates & Trusts Litigation

    Louisa Ledesma

    Associate Lawyer
    Estate Litigation

    TJ Garcha

    Associate Lawyer

    Estates & Trust Litigation

    Jesse Patrao

    Associate Lawyer

    Each client deserves our undivided attention and will be made to feel valued and heard. When clients place their trust in Onyx as their advocate, they can be sure that we will represent them with vigilance, compassion and professionalism.

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