Marissa helped with my mothers estate planning which entailed reviewing and coordinating the signing power of attorney documents in two provinces. This was a unique situation, Marissa was very professional and understanding of the matters my brothers and I were dealing with. As this was a time sensitive and confidential matter, her attention far exceeded our expectations. Marissa dealt with us and especially my mother with a lot of empathy. I was extremely satisfied and would highly recommend Marissa German.
Creating deep-rooted legacies.
Help your story and inheritance live into future generations with thorough estate planning, tailored for your unique situation. Our knowledgeable team also guides executors and beneficiaries through the legal complexities of estate administration. Located in downtown Kelowna, BC we are qualified to assist with matters throughout BC and Alberta.
Our team strives to assist you in a compassionate manner while providing professional guidance and solutions. Oak Tree Estate Law is led by Marissa German, a senior lawyer who has focused on wills and estate law for 20 years. Marissa has attained the prestigious Trust and Estate Practitioner (TEP) designation. We are uniquely positioned to assist both BC and Alberta clients with estate planning and estate administration.
What Our Clients Have Said About Us
After welcoming our first child, my husband and I decided to prepare a will. This was the first time for both of us and we initially made some common mistakes including thinking that an online service would be sufficient, and later going to the first law firm that popped up on Google. I am so thankful that we did not waste a lot of time and money with these inadequate services and instead engaged Marissa German’s help. Marissa’s professionalism and deep knowledge of the legal system was key in gaining our confidence and trust. She navigated a number of issues that neither my husband or I had even considered. Her empathetic approach was also key to success as my husband and I did not initially agree on all aspects of the will, however, Marissa helped us in achieving solutions that we were both happy with and made the most sense from a legal perspective. We ended up with an iron-clad will and incapacity documents that met all of our requirements. Do yourself a favor and engage a top professional for one of your most important documents. I highly recommend Marissa German.
My husband and I required a new will and other estate plannning. This was a bit of a complicated process as we required two sets of documents – one for the USA and one for Canada. Marissa reviewed our situation and offered recommendations. She also referred us to a US attorney and was on the calls with us to ensure we had what we needed. The collaboration of the two attorneys was awesome. Marissa was timely, thoughtful, and caring. It wasn’t easy for us to talk about all of the things relating to illness, incapacitation, and death. Marissa guided us with compassion and directness. Both of which we were grateful for. Bottom line – we’d highly recommend her and we will definitely use her services in the future.
Get in Touch With Us
If you’re ready to start planning your legacy or need advice on resolving someone else’s estate, we’re ready to help. Get in touch with our team to get help with estate planning, estate administration, and real estate law.