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Kelowna's will experts

Even today, Tricia still thanks her lucky stars she met Katy Williams.

Her mother had passed away, and things were getting messy with her estate. Lawyers had been brought into the mix, and none of them were particularly kind or helpful.

But then Tricia turned to Katy Williams, of Wills and Estate Law Group, and everything changed.

“Once Katy got involved there was a totally different tone,” Tricia recalls. Suddenly, other lawyers were much more accommodating, and things began to smooth out.

Tricia says Williams’ compassion and intelligence helped her get through a very tough time, so when the estate was settled she returned to Williams to get her will looked after too.

Through Wills and Estates Law Group, Williams brings her impressive skills to bear helping individuals and families set up their wills simply and easily, in a relaxed and comfortable environment.

Tricia says she was so happy with how Williams handled her estate and will planning she even convinced her kids to go.

Tricia’s children are still fairly young, but Williams points out that it’s still incredibly important for young families to get their wills and estates in order.

Williams says she’s more than busy enough looking after her own young kids, “so to think about meeting with a lawyer to get paperwork done is kind of the bottom of the list a lot of the time.”

However, it’s precisely because of her boys that she has made sure her affairs are all in order.

One of the things you specify in a will is guardianship, and she says she finds peace of mind knowing the exact person she wants caring for her kids is clearly laid out.

Likewise, she knows it’s incredibly important to lay out exactly how her assets will be divvied up should tragedy strike, to make sure her children are provided for.

Tricia says she felt so much better after talking to Williams, not only because she was “an incredibly sincere person who really listened to me,” but also because Williams was so good at helping her untangle the very best way to ensure her kids and grandkids are best supported once she’s gone.

“I feel like I was very fortunate that I found Katy,” Tricia says. “Her customers are damn lucky, and certainly I am so thankful.”

Williams says part of the reason Tricia and her other clients have had such positive experiences is because she does everything she can to make the wills and estates process as simple and stress-free as possible.

She meets with clients to go over exactly what their assets and liabilities are, and guide them through the best way to organize those assets in a will.

She jokes there’s always a little “homework,” but that she keeps her clients’ extra legwork to the absolute minimum.

She even offers a basic estate planning package, where she helps clients get all the documents they need “to get things done right” squared away at once.

“The process of getting your will and estate plan in place is not really a hard thing to do.  In fact, we are focused on making sure it is a straightforward process for clients.  But you do need to make sure you get that expert advice so it’s done correctly,” she says.

Having a professional like her take the reigns, she says, can cut down significantly on after-death taxes and process time, “so your assets can get to the people you want faster, and with fewer legal costs.”

For more information, visit Wills and Estates Law Group online.

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