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Cates Ford Soll & Epp LLP offers wills, estate planning, probate, and estate administration services in Kamloops. Whether making a will, considering a power of attorney, or trying to deal with a loved one's estate, our years of experience and timely advice can help you through the process and take a load off your mind. A little advice at the start can go a long way to simplifying the process and knowing your documents have been professionally prepared can allow you to rest easily.


Our experienced wills and estates lawyers are dedicated to providing knowledgeable and thoughtful assistance in all aspects of trusts, wills, incapacity planning and estates. Contact us now to schedule an appointment for wills and estate planning in Kamloops.

Reliable Advice on Estate Planning and Incapacity Planning

Need advice on wills and estate planning in Kamloops? Worried your family will have difficulty dealing with your affairs? We can help you develop a comprehensive estate and incapacity plan, ensuring that everything goes smoothly for your family and other loved ones. Our wills and estates lawyer will teach you about the tools in our estate planning toolkit (including wills, powers of attorney and representation agreements) and help you choose those that work best for your circumstances.


From drafting a will to setting up and administering complex trusts and financial plans, our lawyers pride themselves on their distinctive outlook and creative solutions. Our estate administration practice informs our wills practice, so our wills are made to avoid many of the pitfalls an executor may encounter in probating and administering an estate. Our services include:

Powers of Attorney
Section 9 Representation Agreements (Healthcare POA for BC)
Advance Care Directive
Applications for Committeeship (care of an incapable person when there is no POA or Representation Agreement)
Property Transfer and Trust Declarations
Estate planning
Alter ego and Spousal Trusts
Disability Trusts
Family Trusts
Estate freezes and Corporate succession planning

Feel free to reach out to us now to book an appointment for estate planning and wills in Kamloops.


Probate Lawyers and Advice on Administering Estates 

So you are the executor - now what? Our experienced lawyers can help you develop a road map for the job ahead, including all the important next steps. We can help you determine if probate is necessary and explain what the probate process entails.


Our services in this area can range from summary advice on a particular issue or area of concern to undertaking all of the duties an executor can delegate to a professional at law or under the will. Our services can also continue after probate, as we help ensure you have satisfied all your obligations and are adequately protected from estate creditors and beneficiaries. Administering an estate can be challenging, but we do what we can to keep it as painless and straightforward as possible.


We also work closely with our firm’s litigators to address any disputes that may arise in the course of an estate

Choosing the Right Lawyer for Your Wills

Selecting the right lawyer to assist with your wills and estate planning in Kamloops is crucial to ensure your wishes are accurately documented and legally sound. Here are key reasons why choosing the right lawyer matters:

  • Legal Expertise: A skilled wills and estates lawyer has in-depth knowledge of the legal requirements and complexities involved in drafting wills and estate planning documents. They can help you navigate through various legal aspects and ensure your documents comply with applicable laws.

  • Tailored Advice: Every individual's situation is unique, and a qualified lawyer can provide personalized advice based on your specific circumstances. They can help you understand your options and tailor a plan that meets your needs and objectives.

  • Avoiding Errors: Wills and estate planning documents must be drafted accurately to avoid potential challenges in the future. An experienced lawyer can help prevent errors or omissions that could lead to disputes or complications down the road.

  • Estate Administration Support: In addition to drafting wills, a knowledgeable lawyer can assist with estate administration and probate matters. They can guide the executor through the legal process, ensuring all requirements are met, and the estate is distributed according to the deceased's wishes.

  • Peace of Mind: By entrusting your wills and estate planning to a reputable lawyer, you can have peace of mind knowing that your affairs are in capable hands. A lawyer can help you plan for the future, protect your assets, and provide for your loved ones.

  • Continued Support: Choosing the right lawyer means having access to ongoing legal support and advice. Whether you need to update your will or make changes to your estate plan, a trusted lawyer can assist you throughout your life.

Understanding Estate Taxes and Minimizing Liabilities

Estate taxes can significantly impact the assets passed on to your beneficiaries. Understanding these taxes and implementing strategies to minimize their impact is crucial. Here's an overview of estate taxes and ways to minimize liabilities:

  • Estate Tax Basics: Estate taxes are levied on the transfer of assets from a deceased individual to their heirs. In Canada, estate taxes are not imposed at the federal level but may apply at the provincial level, such as in Quebec and British Columbia. These taxes are based on the total value of the estate and can reduce the amount received by beneficiaries.

  • Exemptions and Deductions: Certain assets, such as the principal residence and assets passing to a surviving spouse, may be exempt from estate taxes. Additionally, deductions may be available for funeral expenses, debts, and charitable donations made by the deceased.

  • Estate Freezes: An estate freeze is a strategy used to lock in the current value of assets, allowing future growth to accrue to the beneficiaries. This can be an effective way to reduce the overall tax burden on the estate.

  • Trusts: Establishing trusts can be a useful tool for estate planning, as they can provide tax advantages and asset protection. By transferring assets to a trust, the assets are no longer considered part of the estate for tax purposes.

  • Gifting: Making gifts during your lifetime can reduce the size of your estate and, therefore, the potential estate tax liability. However, it's essential to consider the implications of gifting, including potential gift taxes and loss of control over the assets.

  • Professional Guidance: Estate tax laws are complex and can vary by province. Seeking advice from a qualified tax professional or estate planning lawyer can help you understand your tax obligations and implement strategies to minimize estate taxes.


Understanding estate taxes and implementing tax-efficient strategies can help preserve your wealth and ensure your beneficiaries receive the maximum benefit from your estate. Working with a knowledgeable wills and estates lawyer can help you navigate these complexities and make informed decisions regarding your estate plan. Call Cates Ford Soll and Epp LLP today for sound legal advice.

Our Lawyers

Here are the lawyers who would be happy to discuss your case:

Download our will planning worksheet here. Complete and send it to us before your initial meeting with us. We can be better prepared to assist you.

Experienced Legal Representation

You can depend on Cates Ford Soll & Epp LLP for the legal help you need for wills and estate planning in Kamloops.

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