Estates & Trusts Law > Estate Planning & Trusts

Estate Planning and Trusts Lawyers

We assist you to plan for incapacity to ensure your assets and health care are appropriately managed, and plan your estate so your assets are efficiently conveyed on death. 

When preparing estate plans for our clients, we take care to understand their unique needs, goals, and circumstances to ensure their estate assets are effectively and efficiently conveyed on death. A comprehensive estate plan also incorporates planning for future incapacity to ensure a client’s financial, legal and health care can be appropriately managed. Our estate planning lawyers regularly assist clients with the following:

Team Members’ Additional Language Skills:  Cantonese, Korean, Vietnamese

Our lawyers have extensive litigation experience to draw upon when preparing your estate plan to ensure such risks are mitigated. 

We are proud to offer our legal services to the people of Vancouver, Burnaby, New Westminster, Surrey, Coquitlam, Kelowna, and all other surrounding areas.

If you prefer to speak to someone, please call (604) 900-2538.

Estate Planning and Trusts Areas of Expertise

Alter Ego Trust and Joint Partner Trust

Many clients have a good understanding of Wills, but only a general familiarity with the concept of a trust. Alter Ego Trusts and Joint Partner Trusts are often asked about, but far less understood as an important estate planning tool.

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Committeeship Applications

A power of attorney is a legal document that allows another person(s) or trust company to manage your money, A Committee is a person appointed by order of the BC Supreme Court made on an application under the Patients Property Act, to manage another person’s health and financial affairs. This often occurs when a person is already incapacitated and they do not have a power of attorney or representation agreement in place.

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Disability Trusts

If a member of your family is a person with a disability, you may wish to settle a disability trust to provide for their financial needs. You may wish to establish the trust during your lifetime (called an ‘inter vivos trust’), or on your death through your Will (called a ‘testamentary trust’).

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Power of Attorney

A power of attorney is a legal document that allows another person(s) or trust company to manage your money, property, business, taxes, etc. on your behalf.

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Representation agreements

A power of attorney is a legal document that allows another person(s) or trust company to manage your money, Representation Agreements are a key part of estate and advance care planning. A Representation Agreement is a legal document that allows you to plan for future incapacity.

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Will Preparation

A Will is a legal document that solidifies your wishes regarding the distribution of your estate upon your death.  Ensuring that you have a comprehensive Will in place is one of the most important things you can do for your family. 

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