Education

  • Trust and Estate Practitioner Designation (TEP) The Society of Trust and Estate Practitioners
  • J.D. 2016, University of Victoria
  • B.A.H. 2012, Queen’s University

Bar Admission

  • 2017 Admitted to British Columbia Bar

Jen is an Associate at the firm and a member of our Wills, Estates + Trusts Practice Group.

Jen’s practice focuses on the area of wills, estates and trusts. She enjoys assisting individuals in their unique estate and succession planning needs, advising on wills, trusts, incapacity planning and other tools to effectively provide for beneficiaries and minimize post-mortem conflicts. Furthermore, Jen helps guide executors and administrators in navigating probate and estate administration matters.

Jen also enjoys building relationships with clients as they incorporate their businesses and supports them through their businesses’ life cycles.

Jen has received her designation as a recognized member of the Society of Trust and Estate Practitioners (STEP). She is an active member of STEP, for which she frequently contributes to publications, and an active member of the Canadian Bar Association. She also regularly teaches wills, estates and trusts courses for the Okanagan College’s Continuing Education Program.

On A Personal Note...

Jen is based in Kelowna, British Columbia. In her spare time, she enjoys practicing yoga, attempting new recipes, and exploring the Okanagan with her husband and bernedoodle.

Representative Experience

Estates:

  • General estate planning advice regarding wills, power of attorney instruments, representation agreements, advance directives, and trusts
  • Estate administration including probate and other administration applications
  • Incapacity planning

Corporate/Commercial:

  • Advises small businesses
  • Incorporation, preparation of shareholder’s agreements, and setting up your business
  • Advises on the purchase and sale of businesses

Real Estate:

  • Residential conveyancing and financing

Publications

  • May 2022, “Electronic Signatures and Wills in Electronic Form: the Future of Estate Planning (and Litigation) has Arrived in British Columbia“, STEP Inside | Volume 5, Issue 21, Co-Author
  • January 2022, “Revisiting Unjust Enrichment And Beneficiary Designations: Knowles V. Leblanc”, STEP Canada, Co-Author
  • September 16, 2021, “Select Issues in Life Insurance and Other Beneficiary Designations and Estate Planning” Doctors of BC, Co-Presenter
  • May 11, 2021, Transparency Trends: Impacts on Planning”, Victoria Estate Planning Counsel Co-Presenter
  • November 5, 2020, “Estate Planning Update 2020: Transparency Trends” CLEBC, Co-Author
  • October 20, 2020, “Getting to Know Your Alter-Ego: Alter Ego and Joint Partner Trusts”, Nicola Wealth Co-Presenter
  • March 11, 2020, Response of STEP Canada to BC Consultation on a Public Beneficial Ownership Registry” STEP Canada, Co-Author
  • February 11, 2020, “Estate Planning for Blended Families with Less Than $1 Million”, Kelowna Estate Planning Society Panelist
  • November 15, 2018, “Estate Planning Update 2018: “Real Property Real Problems” CLEBC, Contributor

Professional & Community Affiliations

  • Law Society of British Columbia, Member
  • Society of Trust and Estate Practitioners (STEP) Okanagan Chapter, Executive Member
  • Canadian Bar Association, Member
  • Canadian Bar Association, Wills & Trusts Okanagan Section, Executive Member
  • Kelowna Estate Planning Society, Member
  • Kelowna Bar Association, Member

Jennifer's
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