Skip to main content ...
Skip to main content

Estate Lawyers Serving Lake Country & the Okanagan

whatsapp image 2025 05 21 at 5.42.05 pm

Our lawyers act for Lake Country families from the firm’s three Metro Vancouver offices (Downtown Vancouver, Kerrisdale and New Westminster). Wills, probate and estate disputes for clients in the Interior are run largely by phone, email and video, and when a matter calls for it a lawyer appears in person at the BC Supreme Court registry where it is filed.

If your matter is a dispute over an estate, the first 30 minutes of a consultation are free. Reach us on (604) 900-2538 or through our contact page. This page is about wills and estates; if you are dealing with a separation, our Lake Country family law page is the one you want.

(604) 900-2538

Contact Us
TELL US HOW WE CAN HELP

    As Seen On:

    Lake Country Estate Lawyers

    Estates and Trusts Law in Lake Country

    BC estate law is the same in Winfield, Oyama and Okanagan Centre as anywhere in the province. What differs is which courthouse is closer and how the paperwork reaches it; we handle both.

    YouTube video
    Lake Country Estates & Trusts Litigation

    Estates & Trusts Litigation

    Challenges to wills, variation claims and executor disputes, filed at the Kelowna or Vernon registry or elsewhere.

    • 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 that name a guardian and set up a trust for children, along with incapacity documents.

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

    Lake Country Probate and Estate Administration

    Probate and Estate Administration

    Help for executors in Winfield, Oyama and the rest of the district, from ordering the wills search to paying out the beneficiaries.

    Kelowna or Vernon: a choice the executor makes

    Lake Country has no courthouse, and it sits between two that have Supreme Court registries. Which is nearer depends on where in the district you start.

    Starting pointKelowna Law Courts, 1355 Water StreetVernon Law Courts, 3001 27 Street
    Municipal hall, Bottom Wood Lake Road (Winfield)about 20 kmabout 31 km
    Oyamaabout 34 kmabout 22 km
    Carr’s Landingabout 31 kmabout 36 km

    Distances by road, free-flow routing, measured on October 26, 2026; court addresses as listed in BC’s courthouse directory of October 1, 2026.

    For an estate, nearness is a matter of convenience and nothing more. Every estate proceeding, from a simple probate to a contested variation claim, belongs to the Supreme Court, and BC’s own guidance says an executor can apply for a grant at whichever of its registries they like. A family in Oyama can file in Vernon, a family in Winfield in Kelowna, and either can choose a registry elsewhere if, say, the executor lives in Vancouver. What matters is deciding before the notices go to the family, because Form P1 has to name the registry (Supreme Court Civil Rule 25-2).

    If the estate ends up in a lawsuit, a second choice arises: the notice of civil claim proposes a place of trial (Rule 3-1), and that place holds unless the court changes it (Rule 12-1). For a Lake Country will-maker whose doctor and neighbours are local, either Okanagan courthouse may suit.

    The executor’s first weeks

    Lake Country has no Service BC office. The wills search, a required part of every probate application, can be mailed to the Vital Statistics Agency or dropped off at a counter that handles it; Service BC in Kelowna (Bernard Avenue) and in Vernon (30th Street) both appear on the Province’s list, which excludes only the Vancouver, Burnaby and Surrey counters. Include a copy of the death certificate. It costs $20 (and $5 for each other name the deceased used); the standard result takes up to 20 business days to print, and a $33 courier option speeds that up. Two copies of the resulting certificate go in with the application (Rule 25-3).

    While that is under way, the executor gathers the original will, lists the assets and debts, and prepares the Form P1 notices for the beneficiaries and anyone else Rule 25-2 names. The application goes in 21 days or more after the notices are delivered, with the original signed will and two copies. If the executor lives outside the Okanagan, the steps can run by mail and video, but the original will itself has to reach the chosen registry, so settle who carries or couriers it before the notices go out. The Probate Fee Act fee is payable before the grant; our probate fee calculator shows the amount for a given estate value, and our probate checklist covers the paperwork.

    After the grant, section 155 of the Wills, Estates and Succession Act (WESA) holds distribution back for 210 days unless the court orders otherwise or the beneficiaries and anyone entitled to bring a variation claim consent (on an intestacy, the heirs who share). That window covers the 180 days a spouse or child has to start a variation claim.

    Our probate and estate administration group, led by Veronica Manski, handles grant applications for executors wherever they live.

    Wills for parents of young children

    A will says who inherits. For parents of young children it can answer two further questions.

    Who would raise the children

    Under section 53 of the Family Law Act, a guardian may appoint someone to become the child’s guardian on the guardian’s death, either in a will made under WESA or in a separate form signed before two witnesses (neither of whom can be the person appointed). Without an appointment, the Act decides who carries on, starting with a surviving parent who is already a guardian.

    Who would hold the money

    A minor cannot simply be handed an inheritance. Where a minor is a beneficiary or an heir and the will creates no trust for that share, WESA section 153 requires the executor to pay it to the Public Guardian and Trustee to hold until the child turns 19, unless the court appoints a trustee first. A will that sets up a trust and names a trustee keeps that decision in the family’s hands, and where the executor applies, the minor is not the deceased’s spouse or child and the will creates that trust, the Form P1 notice for the minor need not go to the Public Guardian and Trustee (Rule 25-2(9)).

    If there is no will

    If a parent dies without a will, WESA section 21 sets the shares. A surviving spouse takes the household furnishings and a first share of the estate: $300,000 where all the descendants are the children of both spouses, or $150,000 where some are not (or a greater amount if one is prescribed). What is left is split, half to the spouse and half to the descendants. Any share that passes to a minor child then goes to the Public Guardian and Trustee under section 153, because there is no trust to hold it. A short will avoids both results.

    WESA also sets out who manages an estate when there is no will. Section 130 puts the surviving spouse, or a person the spouse nominates, first in line to administer it; next comes a child with the consent of a majority of the children. A surviving spouse raising young children is therefore first in line, but still needs a grant from the Supreme Court and the children’s shares will still be held for them. Our page on dying without a will in BC walks through the order.

    If you become unable to act

    A will speaks only at death. An enduring power of attorney lets someone you trust deal with your finances if you lose capacity, and the Power of Attorney Act (section 14) requires it to say whether that person may act straight away or only on incapacity. A representation agreement covers personal care and health care decisions. Without either, a family member may need a court order before acting, and the Public Guardian and Trustee, which runs its Interior-North office from Kelowna, can become involved.

    Our article on what a child is entitled to when a parent dies without a will and our page on wills go further.

    Signing from Lake Country

    Because WESA section 35.2 counts people as present when they can see and hear each other electronically, and allows matching counterparts to be signed, your will can be completed on a video call with our lawyers and two witnesses. Witnesses must be 19 or older. The video provision is for wills; a power of attorney or representation agreement follows its own signing rules, so check with us before arranging one remotely. Registering a wills notice with Vital Statistics ($17) tells your executor where the original is. Sandy Minh Abley heads our estate planning team, and the estate planning checklist sets out what to gather.

    If a will is challenged

    Disputes come in a few forms, each with its own clock.

    • Before the grant: Someone who should have received the P1 notice, or who relies on a different will, can lodge a Form P29 notice of dispute under Rule 25-10. No grant issues while it stands, and it runs out after a year unless renewed.
    • Variation: A spouse or child left without adequate provision for their proper maintenance and support may ask the court to vary the will (WESA section 60). The claim must be filed within 180 days after the BC grant and served on the executor within 30 days after that, a service period the court may extend (section 61). See our pages on a disinherited child and a disinherited spouse.
    • Validity: Capacity, the signing formalities and undue influence; under section 52 the burden moves to the person defending the will once a relationship of potential dependence or domination is shown. See undue influence and lack of capacity and how to contest a will in BC.
    • The executor: Anyone with an interest may apply under section 158 to remove an executor or pass over a person entitled to act.

    Our estate litigation practice is led by Candace Cho, KC. Limits for other kinds of estate claim depend on the facts, so get in touch early, ideally while the grant is still pending.

    The lawyers on Lake Country estate files

    Three practice leaders cover the estate side: Candace Cho, KC for litigation, Veronica Manski for probate and Sandy Minh Abley for planning. Candace and her fellow principal, Judith A. Janzen, joined forces in 2012. Our litigation associates on estate files are Jackson Todd, Valerie LeBlanc, Katya Richardson, Kevin Campbell, Louisa Ledesma, TJ Garcha and Jesse Patrao.

    Neighbouring pages: estates in Kelowna, Vernon and Coldstream.

    Lake Country estate questions

    We live in Oyama. Does probate have to go to Vernon?

    No. Vernon is closer to Oyama by road, but any BC Supreme Court registry can issue the grant. Pick one before the P1 notices are sent.

    Can I name a guardian for my children in my will?

    Yes. Section 53 of the Family Law Act allows it, and a separate signed and witnessed form is also possible.

    What happens to a child’s inheritance if the will has no trust?

    The executor pays it to the Public Guardian and Trustee to hold until the child is 19, unless the court appoints a trustee first.

    Who can witness my will?

    Two people aged 19 or older, present together (in person or by video). A gift to a witness or to a witness’s spouse is void unless a court saves it, so choose witnesses who inherit nothing. See who can witness a will in BC.

    Do you charge for a first meeting?

    A consultation about an estate dispute is free for the first 30 minutes. For wills, probate or planning, we will explain our fees when you phone (604) 900-2538.

    Our Estate Lawyers Serving Lake Country

    Estate Planning

    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.

    Wills and Estates Law Blog

    March 25, 2020

    Son’s Vancouver Estate Law Claim Denied due to Benefits Received Through the Years

    In a recent Vancouver estate law matter, Grewal v. Litt, 2019 BCSC 1154, a son claimed that he should receive $400,000 from his parents’…
    November 15, 2025

    How to Make a Will in British Columbia?

    To make a valid will in BC you must be at least 16 and mentally capable, put your wishes in writing, name an executor, and sign the will i…
    April 13, 2022

    BC Court Declares Unsigned Will Valid in Landmark Estate Case

    In March 2020, the world ground to a halt as a result of the COVID-19 pandemic. Offices were shuttered and in-person meetings were only p…
    July 12, 2023

    How to Become an Administrator of an Estate Without a Will in BC

    If you want to become an administrator of an estate without a will in BC, you need to apply to the Supreme Court of British Columbia for a…
    January 23, 2026

    How to Find and Claim an Unclaimed Inheritance in Canada

    Quick answer: An unclaimed inheritance is money or property a beneficiary is entitled to but has never collected — often because they cann…
    May 21, 2026

    Can Siblings Contest A Will?

    When a parent passes away and the will doesn’t reflect what family members expected, a question inevitably comes up: can siblings actually…