Estate Planning

Protect Your Legacy

Estate planning and creating a will are critical parts of planning for the future and creating peace-of-mind for our clients and their families. Effective estate planning ensures that an estate is distributed as wished, family conflict is avoided and tax exposure reduced. In addition, an effective plan provides for substitute decision making should incapacity occur.

Our lawyers understand that wills, trusts and estate matters can be very sensitive and emotional for our clients, therefore, our goal is to provide high quality and sound advice to assist our clients in achieving peace of mind.

Providing Assistance in the Following Areas

Drafting wills, powers of attorney and representation agreements;
Assisting clients to structure their estate plan;
Ensuring that you have plans in place to deal with the possibility of a temporary or permanent incapacity;
Recording and storing all documents in a fire proof safe;
Testamentary and inter vivos trusts;
Assisting clients draft their health directives/representation agreements;
Committee applications so clients can assist their ailing loved ones who no longer can make decisions for themselves.

Plan Your Estate with Us

Built on Client Trust & Success

Our clients have recognized our commitment to outstanding service. Thank you for all your support!

Best Lawyer

Una Kuzio

Best of Kelowna 2025 – Silver

Best Rated Real Estate Lawyer in Kelowna

Una Kuzio

Three Best Rated – 8 Years in a Row

“As a realtor I have sent many clients to Jane at Touchstone, and each and every time they tell me how happy they are with their choice. I would highly recommend Jane to anyone looking for real estate or other legal advice, you wont be disappointed!”

Jason Abougoush

Real Estate Agent

“I’ve used the services of Touchstone for years for everything from business to real estate and they are always extremely fast and efficient. I would recommend them to anyone without hesitation!“

Kristin Garn

“Have dealt with this law firm on a number of occasions now and figured it’s time to write a quick review. Simply put, they are amazing to deal with. We’ve mostly dealt with Una and I would highly recommend her for any lawyer needs you have. From start to finish…

Jennifer Hiscock

“I was very happy working with the Touchstone Law Group. I found very professional and reliable services in this company. Realty lawyer Jennette and her assistant Kelly doing great job! I was very satisfied and happy with service provided. It was very fast and short. I will continue with them…

Andrey Ko

Homeowner

“Great legal team and lawyer! We really appreciated working with Una for the purchase of our new home in Kelowna. We moved from Vancouver so a lot of the work was done remotely to minimize travel and disruption.”

Barri H

Homeowner

Una helped us with the acquisition of our business. If we could give her more than 5 stars we would. She was extremely thorough, helpful, and responsive throughout the process. She drew our attention to things that we had missed, stood up for us and protected our rights.

Matt & Jenny S

Business Owners

“Welcoming, friendly professionals: The Team at Touchstone Law Group have over the years helped me with many transactions. The process is always efficient, thorough and priced fairly. Highly recommend.”

Edith R

Business Owner