Peace of Mind for Every Generation
We are passionate about helping people understand complex will and estate law. We love meeting new parents who wish to appoint a guardian in their wills and establish testamentary trusts for their children. We also enjoy providing advice to individuals who require more in-depth planning such as those in a second marriage, business owners, parents of a dependent adult child, or those who have assets in different jurisdictions.
We provide professional support to those that are dealing with the legal side of the loss of someone close to them. We strive to make your experience with us one where you can comfortably have an open, honest conversation and get answers to your questions from an experienced source. We care about taking a thoughtful, compassionate approach to our services with our clients and providing them with solutions they can take confidence in.
We Can Be Your Guide in Estate Matters
Get informed guidance from our experienced legal team for estate planning and estate administration in both BC and Alberta.
Experience & Journey
Marissa German, BA, LLB, TEP
Founder, Principal Lawyer
Prior to establishing Oak Tree Estate Law, Marissa practiced law at a top tier national firm in both their Calgary and Vancouver offices. Marissa resided in Alberta until 2020 when she moved to the Okanagan with her family. Choosing to put down roots in the Okanagan and work locally, Marissa opened Oak Tree Estate Law in Kelowna in 2022.
Marissa is a board member of the Kelowna Estate Planning Society, a TEP member of STEP Okanagan, and a member of the Canadian Bar Association Wills and Trusts and Real Estate sections. Previously, Marissa was president of the Calgary Estate Planning Society and a former Executive member of the Canadian Bar Association Wills and Trusts Calgary section.
Marissa works diligently towards achieving her client’s goals. She’s a strong advocate for her clients with an approach that is thorough and in-depth with a focus on practical solutions.
Quick Facts
Marissa has 20 years of experience in law and is fully qualified to practice both estate planning and estate administration law for both BC and Alberta!
Ji Hye Lee, BA, LLB, MA, GPLLM
Associate Lawyer
Prior to joining Oak Tree Estate Law Corporation in the beautiful Okanagan Valley, Ji Hye worked and advocated for her clients fearlessly in the ever so busy Lower Mainland. She was called to the bar in British Columbia in 2022 and she holds a Master of Law degree from the University of Toronto. As a lawyer, she has a breadth of experiences assisting her clients to attain their goals with her skills and knowledge in real estate, business, family, and estate law.
Ji Hye’s dedication to details and pragmatic approach to problem solving sets her apart. She is also approachable and efficient to work with.
Taylor Anne Sali, BA&Sc, JD
Associate Lawyer
Taylor Anne grew up in Kelowna and is proud to be practicing law in her hometown. She holds a Bachelor of Arts and Science from McGill University and a Juris Doctor from Bond University. She was called to the bar in 2024.
Taylor Anne appreciates the personal and compassionate aspects of estate law. She assists clients with trust and estate planning, estate administration, and real estate transactions. She is a strong and poised advocate for clients both inside and outside the courtroom.
Taylor Anne serves as the legal representative on the board of directors for a local school district.
Memberships and Affiliations
Canadian Bar Association
Kelowna Bar Association
Kelowna Women in Business