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BEST RATED KELOWNA, BC ESTATE PLANNING LAWYERS FR

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!

Kelowna estate planning lawyer Paul J. Hergott - HERGOTT LAW
Kelowna estate planning lawyer Paul J. Hergott - HERGOTT LAW
Kelowna estate planning lawyer Paul J. Hergott - HERGOTT LAW
Kelowna estate planning lawyer Paul J. Hergott - HERGOTT LAW video
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PAUL J. HERGOTT

(4.9 Score)
HERGOTT LAW 1385 Ellis Street,
Kelowna, BC V1Y 1Z9 Directions

Since 1995

Specialty:

✓ Incapacity Planning ✓ Powers of Attorney ✓ Representation Agreements and Advance Directives ✓ Estate Planning ✓ Wills ✓ Trusts and other Estate Planning Tools ✓ Estate Administration ✓ Executor Services and Administration of Estates

“2025 Update: 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.”

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License #FM0460886

Contact:

(855) 437-4688

Mon-Thu: 8am - 4:30pm
Fri: 8am - 3:45pm
Sat & Sun: Closed

TBR® Inspection Report:

Kelowna estate planning lawyer Stanley T. Rule - SABEY RULE LLP
Kelowna estate planning lawyer Stanley T. Rule - SABEY RULE LLP
Kelowna estate planning lawyer Stanley T. Rule - SABEY RULE LLP
10+ YEARS IN TBR
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STANLEY T. RULE

(4.8 Score)
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 ✓ 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 ✓ Estate Disputes and Litigation ✓ Interpretation of Wills

“Stanley T. Rule received his degree and was called to the bar in 1989 from 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. Being in service since 1957, the entire experienced team will be on the client's side, providing them with appropriate and practical solutions.

2025 Update: 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.”

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License #LL0000395

Contact:

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

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

TBR® Inspection Report:

Kelowna estate planning lawyer David Miles - MONTGOMERY MILES & STONE LAW FIRM
Kelowna estate planning lawyer David Miles - MONTGOMERY MILES & STONE LAW FIRM
Kelowna estate planning lawyer David Miles - MONTGOMERY MILES & STONE LAW FIRM
4+ YEARS IN TBR
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DAVID MILES

(4.7 Score)
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

“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 such that they have properly drafted wills and other estate planning tools, such as powers of attorney and representation agreements.

2025 Update: 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

TBR® Inspection Report:

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PAUL J. HERGOTT - HERGOTT LAW REVIEWS

After my car accident one of my family members recommended Paul Hergott and I'm so glad she did. Paul and his team were very kind and understanding as I was not familiar with this whole process and they were able to walk me through it. Everyone I worked with was very friendly and knowledgeable, as well as flexible to my busy work schedule. They were always there to answer any questions or concerns I had and reassured me through the whole process. I am very happy with the outcome of my ICBC case and would highly recommend Paul Hergott and his team.

Paul Himself really helped us through a somewhat unique situation. I am so grateful for his professionalism, and knowledge came completely without judgement, and was only focused on helping our problem. He resolved it immediately, and saved us a massive headache.

I am just in the midst of settling my claim of 4 years. Paul and his staff were amazing to deal with. They made sure to keep up to date on my recovery and that I was getting all the treatments I needed. I would definitely recommend them to anyone in need of a lawyer when going up against ICBC

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STANLEY T. RULE - SABEY RULE LLP REVIEWS

I recently called Sabey Rule for some assistance on a Real Estate issue. I spoke with Mark Brade and after working with him for a short time, was very impressed with how professional, knowledgeable and patient he was. He took the time to answer all my questions and made sure I understood what was happening before he found a solution that worked for me. I will definitely use his services again.

Sabey Rule LLP represented my mother in a very delicate and yet straightforward Wills Variation Case. Despite the ups and downs, Sabey Rule, and Keith Sabey specifically, helped my family and my mother through the entire process. I strongly recommend the firm to anyone who is needing expert advice in estate and wills variation situations.

Good law firm...these guys know the ins and outs....A+ rating

DAVID MILES - MONTGOMERY MILES & STONE LAW FIRM REVIEWS

We have used this firm for our corporate needs for many years & have always found them to go over and above to help. Dave Miles consistently provides outstanding customer experience.

I really appreciated the professionalism and hard work from the folks over at Montgomery Miles & Stone Law Firm. Vicki and Wes made the process of buying my condo quick and easy, for that, I'd always recommend them.

Wes was fantastic! His personal, yet professional attention and genuine care for my situation was uncanny. I will use him and his team again without a doubt.

TBR® Inspection Score Report

PAUL J. HERGOTT - HERGOTT LAW Total Inspection Points: 117/120
Complete Info: 9
Exact Services: 9
Service Diversification: 9
Business Hours: 10
Contact Info: 10
Copyright & License: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Website Standard: 10

TBR® Inspection Score Report

STANLEY T. RULE - SABEY RULE LLP Total Inspection Points: 115/120
Acknowledgments: 9
Complete Info: 9
Exact Services: 9
Reviews Study: 9
Service Diversification: 9
Business Hours: 10
Contact Info: 10
Copyright & License: 10
Experience: 10
Legitimate Ratings: 10
Reviews Accuracy: 10
Website Standard: 10

TBR® Inspection Score Report

DAVID MILES - MONTGOMERY MILES & STONE LAW FIRM Total Inspection Points: 113/120
Acknowledgments: 9
Business Hours: 9
Complete Info: 9
Current Evaluation: 9
Exact Services: 9
Reviews Study: 9
Service Diversification: 9
Contact Info: 10
Experience: 10
Legitimate Ratings: 10
Reviews Accuracy: 10
Website Standard: 10

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