Over the years Plan Institute has compiled a list of Lawyers and Trustees within BC that have been recommended to us by families.
The lawyers and trust companies on this list have varying degrees of experience regarding how disability may impact setting up your will and managing your trust. Some are more experienced than others and you should always ask them about their experience with disability. Any individual or firm mentioned in this list is purely for the benefit of the reader and does not constitute an endorsement by Plan Institute. It is Plan Institute’s policy that we do not and will not endorse any particular company. You should discuss any fees, disbursements or taxes that you will be charged with the professional you choose.
| Ability Tax and Trust Advisors |
| 450 SW Marin Drive, 18th Floor |
| Vancouver, BC V5X 0C3 |
| 1-877-690-0330 |
| info@abilitytax.ca |
| www.abilitytax.ca |
| Alexander Holburn Beaudin + Lang LLP |
| Mary Hamilton |
| 2700 – 700 W Georgia Street |
| Vancouver, BC V7Y 1B8 |
| 604-484-1754 |
| mhamilton@ahbl.ca |
| www.ahbl.ca |
|
BKS Law
|
| Kim A.Karras |
| 309-1688 152nd Street |
| Surrey, BC |
| V4A 4N2 |
| 604-542-5344 |
| www.bkslaw.com |
|
Clark Wilson LLP
|
| Geoffrey White, K.C. |
| 900 – 885 West Georgia St. |
| Vancouver, BC, V6C 3H1 |
| 604-891-7751 |
| gwhite@cwilson.com |
| gwhite@cwilson.com |
| CR Lawyers LLP |
| Stewart Carstairs |
| 906 Island Highway |
| Campbell River, BC V9W 2C3 |
| 250-287-8355 |
| carstairs@crlawyers.ca |
| www.crlawyers.ca |
| DLA Piper (Canada) LLP |
| Sadie Wetzel |
| 2800 – 666 Burrard Street, |
| Vancouver, BC V6C 2Z7 |
| 604-643-6499 |
| sadie.wetzel@dlapiper.com |
| dlapiper.com/en/canada/ |
| Entrust Law LLP |
| Kristen Okimaw |
| Sopa Square, #211, 3030 Pandosy St |
| Kelowna, BC V1Y 0C4 |
| 250.448.8558 ext 201 |
| kokimaw@entrustlaw.ca |
| www.entrustlaw.ca |
| Geoffrey W. White Law Corporation |
| 434 Glenwood Avenue, |
| Kelowna, BC V1Y 5M1 |
| 250-712-2205 |
| firm@bcestatelaw.com |
| www.bcestatelaw.com |
| Heritage Law Corporation |
| Nicole Garton |
| 220 – 545 Clyde Avenue, |
| West Vancouver, BC V7T 1C5 |
| 778-786-0615 ext. 111 |
| Nicole@bcheritagelaw.com |
| www.bcheritagelaw.com |
HORNE COUPAR LLP
Caroline Deane
Suite 300, 612 View Street
Victoria, BC V8W 1J5 Canada
Tel: 250-388-6631
Fax: 250-388-5974
caroline@hc-law.com
www.hornecoupar.com
| KMK Law Corporation |
| 500 – 666 Burrard St, |
| Vancouver, BC V6C 2X8 |
| 604-990-0995 |
| info@kmklaw.net |
| www.kmklaw.ca |
| Lakes, Whyte LLP |
| A. John Lakes |
| #100 – 1312 Lonsdale Avenue |
| North Vancouver, BC V7M 2H8 |
| 604-984-3646 |
| info@lakeswhyte.com |
| www.lakeswhyte.com |
| Legacy Tax + Trust Lawyers |
| Genevieve Taylor |
| 1300 – 777 Dunsmuir St. |
| Vancouver, BC V7Y 1K2 604.631.1254 |
| gtaylor@legacylawyers.com |
| www.legacylawyers.com |
| McLellan Herbert |
| Hugh McLellan |
| 310 – 800 West Pender St, |
| Vancouver, BC V6C 2V6 |
| 604-901-5186 |
| www.mclellanherbert.com/lawyers/hugh-s-mclellan/ |
| Pushor Mitchell LLP |
| Theresa Arsenault |
| #301-1665 Ellis Street, |
| Kelowna, BC V1Y 2B3 |
| 250-869-1110 |
| arsenault@pushormitchell.com www.pushormitchell.com |
| Richards Bell Sutton LLP |
| Rosalyn D. Manthorpe |
| 101 Ave, Surrey, BC, V3R 8P7rd Street |
| 310-15117 |
| https://www.rbs.ca/ |
| Tim Louis & Company |
| Tim Louis |
| 208 – 175 East Broadway |
| Vancouver, BC V5T 1W2 |
| 604-732-7678 |
| timlouis@timlouislaw.com |
| www.timlouislaw.com |
Trust Companies
| *Solus Trust Company Limited |
| John Blackmer – President & CEO |
| 520-1100 Melville Street |
| Vancouver, BC V6A 4A6 |
| 604-683-5949 |
| www.solustrust.com |
*STCL generally only provides support for larger estates. Please reach out directly to confirm their current threshold for assistance and costs associated.
| The Bank of Nova Scotia Trust Company |
| National |
| https://www.scotiawealthmanagement.com/ca/en/connect-with-us.html |
| www.scotiaprivateclientgroup.com |
| Truvera Trust Corporation |
| Vancouver Office 901-700 West Pender St Vancouver, BC, V6C 1G8 Telephone: 778-379-3933 Email: info@truvera.ca |
| Kelowna Office 1100-1631 Dickson Ave Kelowna, BC, V1Y 0B5 Telephone: 250-860-4626 Email: info@truvera.ca |
| https://www.truvera.ca/ |
| Coast Mental Health |
| Trust Administration Program |
| 293 East 11th Avenue |
| Vancouver, BC V5T 2C4 |
| 604-675-2321 |
| trust@coastmentalhealth.com |
| www.coastmentalhealth.com/what-we-do/pillar-services/#TrustProgram |
Resources
BC Lawyers List PDF Download
Click here to download the PDF version of the Lawyers List
Questions to Ask a Lawyer
Click here to download a PDF of tips to help you get to know the knowledge of your potential lawyer
Out of Province Resources
Ontario Professional Resource Guide (Partners for Planning)
Please provide feedback!
After you have contacted any lawyers on the list, please take a few moments to answer a few questions on the feedback form. This will help to inform our recommendations. You can access the Lawyers list feedback form here.