Profile
Specialized Estate and Real Estate Law in Downtown Kelowna
Oak Tree Estate Law is a boutique law firm located in the heart of downtown Kelowna on Water Street. Founded in 2022 by Marissa Berry, a senior lawyer with national firm experience, the practice is dedicated exclusively to estate planning, estate administration, and real estate law. With a unique qualification to practice in both British Columbia and Alberta, Oak Tree Estate Law offers seamless service to clients with assets or family connections across the provincial border.
Wills and Estate Planning
Creating a legacy requires careful thought. As specialized Estate Planning Lawyers, the team helps individuals and families draft comprehensive wills, personal directives, and powers of attorney. They take the time to understand each client’s unique family dynamics and financial goals, ensuring that their estate plan is robust, clear, and legally sound.
Estate Administration and Probate
Losing a loved one is difficult, and the legal burden can be overwhelming. The firm’s Probate Lawyers guide executors through the complex process of estate administration. From obtaining grants of probate to distributing assets and advising beneficiaries, they provide compassionate and practical support to ensure that the estate is settled efficiently and correctly.
Residential Real Estate
Whether you are buying a condo by the lake or selling a family home, Oak Tree Estate Law offers expert conveyancing services. As Residential Real Estate Lawyers, they handle purchase and sale transactions, mortgage refinancing, and property transfers. Their attention to detail ensures that title issues are resolved and closings happen on time, every time.
- Dual Jurisdiction: Licensed to practice in both BC and Alberta.
- Boutique Focus: Specialized exclusively in estates and real estate.
- Experienced Leadership: Led by a Trust and Estate Practitioner (TEP).
If you need to find a lawyer who can expertly manage your estate and property needs, Oak Tree Estate Law is the professional choice. Visit their office on Water Street to secure your future today.
Specializing In
Cross-Border Estates (BC/AB), Estate Administration, Residential Conveyancing, Wills and Trusts, Powers of Attorney
Address & Location
Suite 202 – 1680 Water Street, Kelowna, BC
Building Location
Located in a professional building on Water Street, just steps away from Kelowna City Park and the Okanagan Lake waterfront. The office is situated in the vibrant downtown core.
Suite Access
Enter the building from Water Street. Take the elevator or stairs to the 2nd floor to find Suite 202.
Parking Details
Metered street parking is available on Water Street and surrounding blocks. The Chapman Parkade is also located nearby on Lawrence Avenue.
Public Transit
Highly accessible via the Queensway Exchange, the main downtown transit hub, which is only a few minutes’ walk away.
Photos
Oak Tree Estate Law – Kelowna, BC
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