Hergott Law

Hergott Law Hergott Law provides Estate Planning, Probate & Executor services throughout BC. Paul no longer handles Personal Injury claims but will consult & refer.

Paul Hergott has practiced law in the Okanagan since 1996 & is a columnist for Castanet & Black Press. Hergott Law is a boutique estate management and administration firm owned and operated by Paul and Terri Hergott. The legal work we provide is in the management and administration of estates (probate and executor services) after a loved one has passed away. The majority of Paul Hergott's career i

n law has been pursuing fair, financial compensation for injured victims. Paul no longer provides those services, but will consult with injured victims to help refer them to excellent lawyers who provide those services. Paul is also a columnist, his weekly column published Sundays on Black Press news sites across the Okanagan as well as on Castanet. Paul and Terri Hergott pride themselves in a strong community presence. Over the years, they have participated in Kelowna's Swinging with the Stars hospice fundraiser, the Westside Daze Parade and other local fundraisers. In 2016, Paul and Terri co-founded and sponsored the Arts and Entertainment award presented by the Greater Westside Board of Trade and subsequently did the same for the Kelowna Chamber of Commerce. Hergott Law continues to sponsor those annual awards. Over the years, Paul and his team have been honoured by the Greater Westside Board of Trade with various key business awards including Platinum Service Provider, Business of the Year, Customer Service (twice), Quality Excellence and Business Person of the Year. In 2019, Hergott Law was honoured to receive the business excellence award of mid-sized business of the year.

Read Paul Hergott's column: One child moves in with parent and “surprise” inherits everything – Part 3Find the full arti...
08/15/2026

Read Paul Hergott's column: One child moves in with parent and “surprise” inherits everything – Part 3

Find the full article along with a voiceover by clicking on the image!

This is part 3 of a series about “legacy hunter” manipulation of a last remaining parent. I’m referring to someone who portrays themselves as helping out, or shows romantic or friendship interest, but whose true motives are financial.  The reader question that inspired this ser...

Read Paul Hergott's column: One child moves in with parent and “surprise” inherits everything – Part 2Find the full arti...
08/02/2026

Read Paul Hergott's column: One child moves in with parent and “surprise” inherits everything – Part 2

Find the full article along with a voiceover by clicking on the image!

I’ve climbed down from my high horse after lecturing, last week, about meeting the needs of a last surviving parent.  My lecturing was in response to a question posed by a Financial Advisor. He asked about a scenario that in his experience is quite common: A manipulative sibling moves ...

Read Paul Hergott's column: One child moves in with parent and “surprise” inherits everything – Part 1Find the full arti...
07/27/2026

Read Paul Hergott's column: One child moves in with parent and “surprise” inherits everything – Part 1

Find the full article along with a voiceover by clicking on the image!

A Financial Advisor asked how to protect against an unscrupulous sibling manipulating your last surviving parent into making estate planning changes.  He described this scenario:  “One of the situations I commonly come up against in dealing with clients is where the last surviving parent...

Read Paul Hergott's column: Expensive legal problem prevented with a Power of AttorneyFind the full article along with a...
07/19/2026

Read Paul Hergott's column: Expensive legal problem prevented with a Power of Attorney

Find the full article along with a voiceover by clicking on the image!

Mary called with a legal problem.  It has to do with her 85-year-old husband James who has dementia and had to move into a care facility.  The home Mary and James jointly own is larger than Mary needs and has stairs. She wants to downsize into a condo.  Mary no longer drives. She w...

Read Paul Hergott's column: Using a POA to ensure a child is supportedFind the full article along with a voiceover by cl...
07/12/2026

Read Paul Hergott's column: Using a POA to ensure a child is supported

Find the full article along with a voiceover by clicking on the image!

“Can I write a letter and sign it with a witness – to give to my Power of Attorney to arrange a monthly amount to a child, after I die, and not a lump sum of money?”  Thank you, Sandra, for that excellent question.  I will answer it.  But first, please tolerate a quick lingo lesson ab...

Read Paul Hergott's column: Letters to your loved onesFind the full article along with a voiceover by clicking on the im...
07/05/2026

Read Paul Hergott's column: Letters to your loved ones

Find the full article along with a voiceover by clicking on the image!

“Precious Paul: I love your appreciation! I love that you love me so dearly! I am the one who is blessed!! O.K. – so are you…”, are the first couple lines of a handwritten letter that means the world to me. My mother died of cancer on April 17th, 2017, at the age of 76.... View Article

Read Paul Hergott's column: A gift to your executor that costs you nothingFind the full article along with a voiceover b...
06/28/2026

Read Paul Hergott's column: A gift to your executor that costs you nothing

Find the full article along with a voiceover by clicking on the image!

My wife deserves the credit for most things.   She carries what’s been referred to as the “emotional load” of our existence. When looking that up I found another term that makes me feel even more useless: “mankeeping”.  This column was her idea. She didn’t write it, but she cer...

Read Paul Hergott's column: Estate planning for pets – Part 2Find the full article along with a voiceover by clicking on...
06/21/2026

Read Paul Hergott's column: Estate planning for pets – Part 2

Find the full article along with a voiceover by clicking on the image!

Last week I identified limitations of leaving your precious pet, along with a lump sum of pet care money, to a trusted beneficiary.   The limitations I identified:  I am going to discuss how those limitations might be overcome.  Standard of Living Issue  My brother has a big heart for ...

Registrations are open for weekly musical theatre camps in July and August!
06/18/2026

Registrations are open for weekly musical theatre camps in July and August!

Read Paul Hergott's column: Estate planning for pets – Part 1Find the full article along with a voiceover by clicking on...
06/15/2026

Read Paul Hergott's column: Estate planning for pets – Part 1

Find the full article along with a voiceover by clicking on the image!

Have you included your pet in your estate planning?  Some are shaking their heads in disbelief that a pet could be an estate planning consideration.  For others, their pet is the most important thing in their life. Expense is no consideration when it comes to their pet’s quality of ...

Address

1385 Ellis Street
Kelowna, BC
V1Y1Z9

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4pm

Telephone

+18554374688

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