Writing a will might not be at the top of your to-do list—but it should be. Many people assume wills are only necessary later in life or if you have significant wealth, but the reality is, every adult should have a legally valid will, regardless of age or income. Located in the heart of the South Okanagan, our team provides trusted, local legal advice on many topics, including wills and estates. At Bell, Jacoe & Company, we help individuals and families in Penticton, Summerland, and the South Okanagan prepare for the future with confidence.
1. You Control Who Inherits Your Assets
Without a will, BC’s estate laws determine who receives your property. A will ensures your wishes are followed, whether you’re leaving everything to a sibling, spouse, dividing it among children, or donating to charities.
2. You Name a Guardian for Minor Children
If you have children under 19, your will allows you to appoint a guardian. Without one, the courts decide—and this may not reflect your current situation.
3. You Choose a Trusted Executor
One or more executors will manage your estate after death, handling everything from debt repayment to asset distribution. Choosing a capable executor—and working with a local estate lawyer in Penticton or Summerland—makes the process much smoother.
4. You Minimize Delays and Legal Costs
Dying intestate (without a will) can result in added legal fees, court delays, and stress for your family. A well-prepared will helps avoid these complications.
5. You Gain Peace of Mind
A will is one of the most important legal documents you can create. Knowing your loved ones are protected offers lasting peace of mind.
Ready to Create Your Will?
Bell, Jacoe & Company provides trusted legal services for wills and estate planning across the South Okanagan. Contact us today to book your free consultation.