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!
Taylor Anne Sali, BA&Sc, JD
Articled Student
Taylor Anne grew up in Kelowna and is proud to be establishing her career in her hometown.
Taylor Anne holds a Bachelor of Arts and Science degree from McGill University and a Juris Doctor from Bond University. She expects to be called to the bar in November 2024.
Taylor Anne enjoys the personal and compassionate aspects of estate law. She looks forward to building relationships with clients and assisting them with the important work of ensuring that their affairs are skillfully and professionally ordered.