Estate planning is one of the most important steps you can take to protect your family and your future. A wills and estates lawyer Kelowna helps ensure your wishes are legally documented, your assets are protected, and your loved ones are supported. Whether you’re drafting a will for the first time or updating an existing plan, professional legal guidance makes all the difference.
Common Questions About Wills & Estate Planning
Why is estate planning important?
A well-structured estate plan ensures your assets are distributed according to your wishes, reduces family conflict, and helps minimize taxes.
Do I need a lawyer to make a will in Kelowna?
While BC law allows you to write a will yourself, DIY wills often lead to legal challenges or costly mistakes. A lawyer ensures your will is valid, clear, and compliant with provincial laws.
What happens if I die without a will?
If you die without a will (intestate), BC’s estate laws determine how your assets are distributed. This may not reflect your actual wishes or provide for the people you care about most.
How often should I update my will?
Experts recommend updating your will every 3–5 years, or after major life changes such as:
- Marriage or divorce
- Birth of children or grandchildren
- Buying or selling a home or business
- Significant financial changes
Learn more about Estate Planning Kelowna
Five Essential Steps to Secure Your Legacy
- Create a Legally Valid Will
- Clearly outline who will inherit your assets.
- Appoint a trusted executor to manage your estate.
- Plan for Power of Attorney & Healthcare Directives
- Assign someone to handle financial decisions if you become incapacitated.
- Set healthcare directives to outline your medical preferences.
- Minimize Estate Taxes & Legal Complications
- Work with a lawyer to organize your estate efficiently.
- Consider trusts and legal structures to reduce taxes.
- Communicate with Family & Executors
- Share your estate plan with key family members.
- Ensure executors know where to access legal documents.
- Regularly Review & Update Your Estate Plan
- Revisit your will after life events or legislative changes.
- Confirm that all assets, properties, and beneficiaries are still correctly listed.
Explore Kelowna Will Preparation Services
Practical Tips for Estate Planning
- Don’t delay—estate planning is for everyone, not just retirees.
- Choose an executor who is organized, trustworthy, and willing to take on the role.
- Seek legal guidance if you have complex assets or a blended family.
Common FAQs
“Can I write my own will without a lawyer?”
Yes, but mistakes in DIY wills often result in disputes or invalid documents. A lawyer ensures clarity and compliance.
“What’s the difference between a will and a trust?”
A will handles distribution after death, while a trust can manage assets during your lifetime and beyond, offering more control and protection.
Why Choose Bryshun Mace?
- Experienced estate lawyers helping clients with wills, trusts, and powers of attorney
- Personalized strategies for minimizing taxes, avoiding disputes, and protecting assets
- Legal support for executors, beneficiaries, and families planning for the future
See our Estate Planning Services in Kelowna
Ready to Secure Your Legacy? Let’s Talk
Contact Bryshun Mace today to create a legally sound will and estate plan tailored to your family, your values, and your future.
Disclaimer:
This article is for informational purposes only and does not constitute legal advice. For personalized legal guidance, consult a qualified lawyer.
