Planning for the future is one of the most meaningful steps you can take to protect your family. This doesn’t just happen late in life – there’s no time like the present to get an expert opinion on your assets and future needs.
At Bell, Jacoe & Company, we understand that your estate represents a lifetime of hard work — and ensuring it’s handled properly is essential. With more than three decades of trusted experience in wills, power of attorney documents, estate planning, probate law, and estate litigation, you can count on our team to provide clarity and give you peace of mind.
Why Estate Planning Matters More Than Ever
Your will is more than a document — it’s your voice when you’re no longer here to speak. Without one, your estate may be distributed according to provincial rules rather than your wishes. This can create unnecessary stress, delays, and in some cases, costly disputes among loved ones. Many people don’t consider a will when they have young families, or are midway through their careers – but this is a very good time to give it some thought and get that down on paper.
As well, a carefully prepared estate plan makes sure your intentions are respected, minimizes administrative fees and taxes, and ensures the people you care about are protected long after you’re gone.
Expertise You Can Rely On
At Bell, Jacoe & Company, our clients continue to benefit from the extensive experience of Patrick A. Bell, who has drafted thousands of wills and estate plans for individuals in Summerland and Penticton. From straightforward wills to complex family trusts and corporate estate structures, Patrick and his team will guide you through every decision with clarity.
We also have the expertise when handling probate applications and representing both executors and beneficiaries in estate disputes. Whether your situation is simple or highly complex, you will receive informed, strategic, and compassionate support.
Protect Your Family From Uncertainty
Proper planning now can prevent confusion, conflict, and unnecessary financial burdens later. You deserve peace of mind knowing your wishes will be honoured and your loved ones cared for.
Take the First Step
Your legacy matters. Contact us today to schedule a consultation and secure your future with confidence.
Call: 250-494-6621
Visit us at: 13211 N. Victoria Road, Summerland, BC