Oak Tree Estate Law

Oak Tree Estate Law Help your story live through generations with thorough estate planning tailored to your situation.

Having a will is an important part of estate planning, but it is not the whole picture.Your will provides instructions f...
09/23/2026

Having a will is an important part of estate planning, but it is not the whole picture.
Your will provides instructions for what happens after your death. Other documents can help protect you during your lifetime by allowing trusted people to manage financial matters or assist with personal and healthcare decisions if you become incapable.

The right documents depend on your circumstances and the province where you live. Oak Tree Estate Law can help you build a plan that prepares for both incapacity and death.

Back-to-school season also means back to planning. A thoughtfully prepared will can help you name a guardian for your mi...
09/15/2026

Back-to-school season also means back to planning. A thoughtfully prepared will can help you name a guardian for your minor children, plan for the future of an RESP and decide how an inheritance should be managed until your children are ready to receive it.

This fall, consider adding estate planning to your family’s checklist. A little planning today can provide greater certainty for the years ahead.

A will must meet specific legal requirements to be considered valid, and those requirements differ between BC and Albert...
09/04/2026

A will must meet specific legal requirements to be considered valid, and those requirements differ between BC and Alberta.

Missing signatures, improper witnessing or other errors can create uncertainty and may require a court application. Proper preparation can help ensure your wishes are protected and make things clearer for your loved ones.

Contact Oak Tree Estate Law for guidance on creating or updating your will.

Your estate planning documents need to be protected, accessible when needed and kept confidential during your lifetime.O...
08/25/2026

Your estate planning documents need to be protected, accessible when needed and kept confidential during your lifetime.

Oak Tree Estate Law offers secure storage in a Gardex fireproof vault. Documents are only released to approved individuals under the circumstances you authorize.
Contact our office to learn more about securely storing your estate planning documents.

Being named an executor comes with important legal and financial responsibilities. From organizing the estate and paying...
08/19/2026

Being named an executor comes with important legal and financial responsibilities. From organizing the estate and paying outstanding debts to distributing assets according to the will, each step must be handled carefully.

You do not have to navigate the process alone. Oak Tree Estate Law can provide guidance and support throughout the administration of an estate.

Buying or selling a home involves more than signing on the dotted line.From reviewing documents and checking the propert...
08/10/2026

Buying or selling a home involves more than signing on the dotted line.

From reviewing documents and checking the property title to managing funds and completing the transfer of ownership, your lawyer helps ensure the legal side of the transaction is handled properly.

Planning your next move in BC or Alberta? Contact Oak Tree Estate Law to learn how we can assist with your purchase or sale.

Meet Lara Heames, our Legal Assistant.Originally from the United Kingdom, Lara brings professionalism, strong organizati...
08/05/2026

Meet Lara Heames, our Legal Assistant.

Originally from the United Kingdom, Lara brings professionalism, strong organizational skills, and a thoughtful approach to every client interaction. As she continues her education and builds her legal career in Canada, she's developing a particular interest in estate planning and estate administration.

We're proud to have Lara as part of the Oak Tree Estate Law team.

A recent court decision recognized the importance of continuity, trust and a caregiver’s firsthand understanding of a lo...
07/31/2026

A recent court decision recognized the importance of continuity, trust and a caregiver’s firsthand understanding of a loved one’s needs.

Despite opposition, Oak Tree Estate Law’s client was appointed committee of the person for her spouse of 22 years. The court acknowledged her long-standing role as his primary caregiver and found that she was best placed to make decisions regarding his personal care.

This matter was successfully handled by Taylor Anne Sali.

Kind words like these mean the world to our team!We're grateful to have been trusted with both the purchase and sale of ...
07/15/2026

Kind words like these mean the world to our team!

We're grateful to have been trusted with both the purchase and sale of Jordan's home. Providing clear communication and a smooth experience from start to finish is what we strive for with every client.

Meet Taylor Anne Sali, Associate Lawyer.Taylor Anne's practice focuses on estate planning, estate administration, estate...
07/13/2026

Meet Taylor Anne Sali, Associate Lawyer.

Taylor Anne's practice focuses on estate planning, estate administration, estate litigation, and real estate transactions. She is passionate about helping clients navigate important legal decisions with compassion, clarity, and practical guidance.

She grew up in Kelowna and is proud to be practicing law in her hometown. Prior to pursuing her Juris Doctor, she obtained a Bachelor of Arts and Science from McGill University.

Learn more about Taylor Anne and the Oak Tree Estate Law team through the link in our bio.

Address

202/1680 Water Street
Kelowna, BC
V1Y8T8

Telephone

+12364202424

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