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.
Albert & Co. Law
Emily Anderson
206-2636 Montrose Ave
Abbotsford, BC, V2S 3T6
604-200-9234
[email protected]
www.albertlawco.com
Alexander Holburn Beaudin + Lang LLP
Mary B. Hamilton
Vancouver Office
2700-700 West Georgia Street
Vancouver, BC, V7Y 1B8
604-484-1754
Toll-Free: 877-688-1351
[email protected]
www.ahbl.ca
Kelowna Office
1100-1631 Dickson Avenue
Kelowna, BC, V1Y 0B5
604-484-1700
Toll-Free: 877-688-1351
CR Lawyers LLP
Stewart Carstairs
250-287-8355
[email protected]
www.crlawyers.ca
Campbell River Office
906 Island Highway
Campbell River, BC, V9W 2C3
250-287-8355
[email protected]
Comox Office
1779 Comox Avenue
Comox, BC, V9M 3L9
250-339-7977
[email protected]
Courtenay Office
350 17th Street
Courtenay, BC, V9N 1Y4
250-871-4001
[email protected]
Ucluelet Office
1566 Peninsula Road
Ucluelet, BC, V0R 3A0
1-866-577-8114
[email protected]
DLA Piper (Canada)
2700-1133 Melville Street
Vancouver, BC, V6E 4E5
604-687-9444
https://www.dlapiper.com/en-ca/locations/vancouver
Entrust Law Corporation
Kristen Okimaw
473 West Avenue
Kelowna, BC, V1Y 1V9
250-448-8558 extension 201
[email protected]
www.entrustlaw.ca
Geoffrey W. White Law Corporation
434 Glenwood Avenue
Kelowna, BC V1Y 5M1
250-712-2205
[email protected]
www.bcestatelaw.com
Heritage Law
Nicole Garton
220-545 Clyde Avenue
West Vancouver, BC V7T 1C5
778-786-0615 extension 111
[email protected]
www.bcheritagelaw.com
Horne Coupar LLP
Main Office
612 View Street, 3rd Floor
Victoria, BC, V8W 1J5
250-388-6631
Toll-Free: 1-866-467-2490
www.hornecoupar.com
Oak Bay Office
202–2187 Oak Bay Avenue
Victoria, BC, V8R 1G1
JA Reimer Law Group
Colleen Margaret Kovacs
1862 Oak Bay Avenue
Victoria, BC, V8R 1C5
250-727-9938
[email protected]
www.reimerlawgroup.ca
KSW Lawyers
Brooke Fernandes
206-15300 Croydon Drive
Surrey, BC V3Z 0Z5
604-535-8770 extension 223
604-535-8771
[email protected]
https://www.kswlawyers.ca/
Lakes, Whyte LLP
John Lakes
100-1312 Lonsdale Avenue
North Vancouver, BC, V7M 2H8
604-984-3646
[email protected]
[email protected]
www.lakeswhyte.com
Legacy Tax + Trust Lawyers
Genevieve Taylor
1300-777 Dunsmuir Street
Vancouver, BC V7Y 1K2
604-631-1254
[email protected]
www.legacylawyers.com
McLellan Herbert, Barristers & Solicitors
Hugh McLellan
310-800 West Pender Street
Vancouver, BC, V6C 2V6
604-901-5186
Toll-Free: 800-449-4858
www.mclellanherbert.com/lawyers/hugh-s-mclellan
Pushor Mitchell
Theresa Arsenault
301-1665 Ellis Street
Kelowna, BC, V1Y 2B3
250-869-1110
Toll-Free: 1-800-558-1155
[email protected]
www.pushormitchell.com
Richards Buell Sutton
Vancouver Office
Tim H.R. Brown
700-401 West Georgia Street
Vancouver, BC, V6B 5A1
604-661-9225
[email protected]
www.rbs.ca/members/brown
Surrey Office
310-15117 101 Avenue
Surrey, BC, V3R 8P7
604-582-7743
Tim Louis & Company
Tim Louis
2526 West 5th Avenue
Vancouver, BC, V6K 1T1
604-732-7678
[email protected]
www.timlouislaw.com
Westcoast Wills and Estates
604-230-1068
[email protected]
www.westcoastwills.com
Their estate planning lawyers speak English, Cantonese, and Vietnamese.
Head Office (by appointment only)
308-1200 Lonsdale Avenue
North Vancouver, BC, V7M 3H6
Vancouver Office (by appointment only)
600-1285 West Broadway
Vancouver, BC, V6H 3X8
Burnaby Office (by appointment only)
501-3292 Production Way
Burnaby, BC, V5A 4R4
Squamish Office (by appointment only)
212-39012 Discovery Way
Squamish, BC V8B 0E5
Trust Companies
Coast Mental Health Trust Program
Please note that as of September 18th, 2024, Coast Mental Health is not accepting new clients. We will update this information once we receive confirmation of any changes. Feel free to contact Coast Mental Health directly for further assistance.
293 East 11th Avenue
Vancouver, BC V5T 2C4
604-872-3502
Toll-Free: 1-877-602-6278
Email contact form:
www.coastmentalhealth.com/contact
www.coastmentalhealth.com/what-we-do/pillar-services
Coast is authorized under the provincial regulation to administer trust funds of up to $500,000 within British Columbia.
Concentra Trust (Equitable Bank)
Alex Northey, Senior Estates and Trusts Advisor
236-668-1203
[email protected]
www.concentra.ca
www.eqbank.ca
Concentra Trust typically only provides support for larger estates. Please reach out to them directly to confirm availability and associated costs.
CV Trust
1060-1188 West Georgia Street
Vancouver, BC, V6E 4A2
604-674-7801
[email protected]
www.cvtrustco.com
Heritage Trust
West Vancouver Office
Greg Brennand, Vice President and Senior Trust Officer
West Vancouver Office
220-545 Clyde Avenue
West Vancouver, BC, V7T 1C5
778-742-5005 extension 210
[email protected]
www.heritagetrustcompany.ca
Langley Office
400-8621 201 Street
Langley, BC, V2Y 0G9
Heritage Trust typically only provides support for medium-large estates. Please reach out to them directly to confirm availability and associated costs.
Solus Trust Company
2100-925 West Georgia Street
Vancouver, BC, V6C 3L2
1-866-764-1343
[email protected]
www.solustrust.ca
Solus Trust Company typically only provides support for larger estates. Please reach out to them directly to confirm availability and associated costs.
Scotiatrust
Multiple locations across BC
Please reach out through their contact form:
https://www.scotiawealthmanagement.com/ca/en/connect-with-us.html
https://www.scotiawealthmanagement.com/ca/en/services/scotiatrust.html
Truvera Trust Corporation
901 – 700 West Pender Street
Vancouver, BC, V6C 1G8
778-379-3933
[email protected]
www.truvera.ca
Kelowna Office
1100-1631 Dickson Avenue
Kelowna, BC, V1Y 0B5
250-860-4626
Resources
BC Lawyers List PDF Download
Click here to download a 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.