Wills and Estate Law in Summerland & Penticton

In 30 years of practise, Patrick A. Bell has created thousands of wills and successfully documented many estate plans, including complex family trusts and corporate estate freezes. In addition, he has extensive experience in probate applications and all other general estate matters.

The firm has many years of experience in estate litigation, successfully representing both executors and beneficiaries in contentious estates, Estate Administration Act claims, and Wills Variation Act actions.

Estate Law

The Will
Your will is the last document that your family will have to refer to for the proper distribution of your estate. It is critical to make sure that you have left clear instructions to help your family during this time of grief. Time spent clearly setting out your last wishes will take a great deal of the stress away from your family.

Estate Planning
Taking the appropriate steps while you are alive can greatly reduce the income tax and other administrative costs of probating your estate. An estate plan is as individual as you are and can be as simple as adding a son or daughter to your bank account and as complex as a multi-level corporate estate freeze. Discussing such matters with your lawyer and providing him with the proper information regarding your circumstances is critical to effectively reducing your estate costs. Give us a call today!

Bell Jacoe & Co

Main Address: 101-13211 N. Victoria Rd Summerland, BC V0H 1Z0

Mailing Address: Po Box 520 13211 N. Victoria RD Summerland, BC V0H 1Z0


Hours
Monday – Friday 8:30 AM – 4:30 PM

Closed Saturday, Sunday and Statutory Holidays

Telephone: 

250-494-6621

Penticton: 

250-492-8137

Toll Free: 

1-800-663-0392

Fax: 

250-494-8055

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