3 Best Estate Planning Lawyers in Kelowna, BC

Expert-recommended Top 3 Estate Planning Lawyers in Kelowna, BC. All of our estate planning lawyers actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and price - all to ensure overall excellence. You deserve only the best!

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PAUL J. HERGOTT

HERGOTT LAW 1385 Ellis Street,
Kelowna, BC V1Y 1Z9 Directions

Since 1995

Specialty:

✓Probate and Estate Administration ✓Executor Support ✓Will ✓Referrals for Dispute Resolution

"Paul J. Hergott is the founder of Hergott Law. Paul’s practice area began in the legal warfare of litigation. Gradually, he developed a passion for and built an exclusive practice pursuing fair compensation for injured victims. Changes in British Columbia law in 2021 and a desire to step back from the rigours of a litigation practice led to developing expertise in the much more sedate practice area of wills and estates. Paul Hergott and the firm have been recognized by the local Chamber of Commerce for “customer service”, “quality excellence”, and “business person of the year”. Hergott Law is currently a team of two. They are dedicated to guiding you with integrity, compassion, and a commitment to excellence. At Hergott Law, you and your legacy are in trusted hands.

2026 Highlights: The firm is committed to maintaining clear communication throughout the estate administration process. Clients are kept regularly informed of the progress of their case, promoting transparency and providing greater peace of mind."

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License #FM0460886

Contact:

(855) 437-4688

Mon-Thu: 8am - 5pm
Fri: 8am - 4pm
Sat & Sun: Closed

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Stanley T. Rule - Kelowna, BC Estate Planning Lawyers - Lawyer Portrait Image
Stanley T. Rule - Kelowna, BC Estate Planning Lawyers - Law Firm Exterior Image
Stanley T. Rule - Kelowna, BC Estate Planning Lawyers - Law Firm Logo
10+ YEARS ON TBR
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STANLEY T. RULE

SABEY RULE LLP 401 Glenmore Road, Suite 201,
Kelowna, BC V1V 1Z6 Directions

Since 1989

Specialty:

✓Estate Planning ✓Wills ✓Power of Attorney ✓Enduring Power of Attorney ✓Representation Agreements ✓Disability Trusts ✓Alter Ego Trusts and Joint Partner Trusts ✓Estate Administration ✓Estate Disputes and Litigation ✓Applications for Grants of Probate of Wills ✓Applications for Grants of Administration when The Deceased did Not Have a Will ✓Resealing of Grants of Probate or Administration Made in Other Provinces ✓Advising Executors or Beneficiaries On Executors’ Accounts ✓Remuneration and Releases ✓Assisting in The Transfer of Estate Assets to Beneficiaries ✓Applications for Reseal for Out-of-Country Estates.

"Stanley T. Rule received his degree and was called to the bar in 1989 in British Columbia. He has experience negotiating settlements, including negotiated settlements at mediation and appeals in the British Columbia Court of Appeal. Stan is an expert writer on Wills, Estates and related disputes. He has also presented the following papers: Evidentiary Issues in Estate Litigation and Curing Deficiencies and Rectification of Wills in 2018. Sabey Rule LLP is a full-service law firm serving diverse commercial and private clients. Their team learns entirely about your situation and circumstances, putting you in the best position to provide comprehensive, efficient legal advice and resolutions cost-effectively. Having been in service since 1957, the entire experienced team will be on the client's side, providing them with appropriate and practical solutions. Stanley T. Rule specializes in estate litigation, estate planning, and estate administration, including complex estates. He also practices in the areas of corporate and commercial law.

2026 Highlights: The firm takes a comprehensive approach to understanding each client’s financial circumstances, goals, and family structure. Through an in-depth review of assets, debts, and long-term objectives, its team applies expertise in tax, estate, and trust law to develop strategies designed to help clients achieve their goals."

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License #LL0000395

Contact:

(250) 762-6111 (866) 268-6383

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

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David Miles - Kelowna, BC Estate Planning Lawyers - Lawyer Portrait Image
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4+ YEARS ON TBR
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DAVID MILES

MONTGOMERY MILES & STONE LAW FIRM
1708 Dolphin Avenue, Suite 510,
Kelowna, BC V1Y 9S4 Directions

Since 2004

Specialty:

✓Planning for Incapacity Powers of Attorney and Representation Agreements ✓Preparing a Properly Drafted Will ✓Estate Planning Beyond Preparing Your Will ✓Acting as Executor ✓Administering the Estate ✓Wills and Estates

“David Miles completed his LL.B. at the University of British Columbia. Montgomery Miles & Stone Law Firm is a well-known Kelowna corporate law firm located in Kelowna's Landmark 2 building on the 5th Floor. The firm acts for individuals and Okanagan businesses of all sizes. Their mission is to provide exceptional legal services to their clients in a timely, personal, and cost-effective manner. The team at Montgomery Miles & Stone Law Firm can advise clients on various issues, from the most common personal legal questions to complicated real estate, corporate, commercial, or estate matters. They routinely help their clients plan their estates so that they have properly drafted wills and other estate planning tools, such as powers of attorney and representation agreements. David Miles also provides legal services in business law and real estate transactions.”

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License #FM0499769

Contact:

(250) 980-3360

Mon-Fri: 8:30am - 5pm
Sat & Sun: Closed

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