Estate Dispute Lawyers in Kamloops, BC

Estate Dispute Table

Estate Litigation and Will Challenges

AuBuchon Law represents beneficiaries, executors, trustees, spouses, and adult children involved in estate disputes throughout British Columbia.

We assist clients with:

  • Wills Variation claims
  • Challenges to the validity of wills
  • Undue influence claims
  • Capacity-related estate litigation
  • Executor and trustee disputes
  • Probate disputes
  • Estate accounting disputes
  • Joint property and trust claims

Whether you are concerned about an inheritance, an executor’s conduct, or the validity of a will, we can help you understand your options and protect your interests.

Wills Variation Claims

British Columbia law allows spouses and children to ask the court to vary a will if it does not make adequate, just, and equitable provision for them.

We assist clients with:

  • Assessing the strength of a potential claim
  • Negotiating settlements before trial
  • Protecting estates against variation claims
  • Resolving disputes through mediation and litigation
  • Court applications under the Wills, Estates and Succession Act

If you have been disinherited, inadequately provided for, or are defending a claim against an estate, we can help you understand your options and protect your interests.

Challenging the Validity of a Will

If you believe a will does not reflect the deceased’s true intentions, we can advise you regarding potential claims involving:

  • Undue influence
  • Lack of testamentary capacity
  • Fraud or forgery
  • Improper execution of the will

We assist beneficiaries, family members, and executors in assessing the strength of a claim and pursuing appropriate court remedies where necessary.

Undue Influence and Capacity Claims

Many estate disputes arise when family members question whether the deceased understood the documents they signed or whether someone improperly influenced their decisions.

We assist clients with claims involving:

  • Elder abuse
  • Caregiver influence
  • Dependency relationships
  • Significant last-minute changes to estate plans
  • Capacity concerns involving wills, powers of attorney, and related documents

These claims often involve complex factual and medical issues that require experienced legal representation.

Executor and Trustee Disputes

Executors and trustees are responsible for protecting estate assets, paying debts, maintaining records, and carrying out the wishes of the deceased.

Disputes can arise when beneficiaries believe:

  • The estate is not being administered properly
  • Information is being withheld
  • There are unreasonable delays
  • The executor has a conflict of interest
  • Estate assets are being mismanaged

We act for both beneficiaries and executors in applications for directions, executor removal applications, and other estate administration disputes.

Estate Accounting and Passing of Accounts

Executors are generally required to account for their management of an estate and explain how assets have been handled.

We assist with:

  • Requests for estate information and disclosure
  • Informal approval of estate accounts
  • Passing of accounts applications
  • Challenges to executor compensation
  • Disputes regarding estate expenditures and distributions

Whether you are an executor preparing accounts or a beneficiary seeking answers, we can assist in resolving accounting disputes efficiently and effectively.

Joint Property and Trust Claims

Disputes frequently arise regarding jointly owned assets, beneficiary designations, and transfers made before death.

We assist clients with:

  • Joint account disputes
  • Joint tenancy disputes
  • Resulting trust claims
  • Constructive trust claims
  • Beneficiary designation disputes
  • Ownership disputes involving estate assets

Determining whether property belongs to an estate or passed outside the estate can significantly impact inheritance rights and estate administration.

Frequently Asked Questions About Estate Disputes in British Columbia

What is an estate dispute?

An estate dispute is a disagreement about how a deceased person’s property, known as the estate, is managed or distributed. Estate disputes in British Columbia often involve concerns about the validity of a will, the conduct of an executor, or whether a spouse or child received adequate provision under the will.

Who can challenge a will in British Columbia?

Anyone with a financial interest in the estate may challenge the validity of a will, including beneficiaries named in the will, beneficiaries under a previous will, and individuals who would inherit if there were no will. Spouses and children may also apply to vary the will under the Wills, Estates and Succession Act if they believe it does not make adequate, just, and equitable provision for them.

How long do I have to start a Wills Variation claim?

A Wills Variation claim must be filed within 180 days after the court issues the grant of probate or administration. The claim must then be served within 30 days of filing. Missing this deadline usually prevents an eligible person from bringing a variation claim.

What is undue influence?

Undue influence occurs when a person is pressured or dominated into making decisions, such as signing a will, that do not reflect their true intentions. Courts examine factors such as dependence, vulnerability, isolation, and whether the person benefiting from the will was involved in its preparation.

Can an executor be removed?

Yes. A court may remove an executor when the executor is unwilling or unable to act, has acted improperly, has a conflict of interest, or has lost the confidence of the beneficiaries. The court’s focus is always on the best interests of the estate and will not make the decision to remove an executor lightly.

Are handwritten or informal wills valid in British Columbia?

Possibly. The Wills, Estates and Succession Act gives the court authority to validate a document that does not meet formal requirements if it reflects the deceased’s final testamentary intentions. The court must be satisfied the document was intended to function as a will.

Legislation

Estate claims in British Columbia are governed by provincial legislation, including:

  1. The Wills, Estates and Succession Act; 
  2. Part 25 of the Supreme Court Civil Rules; and
  3. The Trustee Act

Executor Accounting

An executor’s duty to account is a fundamental responsibility in the administration of an estate. When someone is appointed as the executor of a deceased person’s estate, they take on the role of managing and distributing the assets and property according to the terms of the will or applicable laws. Part of this role includes providing a detailed and accurate account of their activities and transactions to the beneficiaries and the court, if necessary.

Joint Property

Property owned jointly with the deceased may or may not form part of the estate. Just because a joint owner asserts that they are not required to share the joint property with the estate does not mean that this is true. 

Cautions & Considerations

This webpage is not legal advice and should not be treated as a substitute for consulting a lawyer. It’s important to note that estate law can be complex, and resolving these disputes often requires legal assistance. Parties involved in estate disputes in British Columbia may seek resolution through negotiation, mediation, or litigation in the British Columbia Supreme Court or the British Columbia Court of Appeal, depending on the circumstances and the nature of the dispute. Consulting with an experienced estate lawyer is advisable in order to obtain the best outcomes when facing such disputes.

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      By providing my phone number to AuBuchon Law, I agree and acknowledge that AuBuchon Law may send text messages to my wireless phone number for any purpose. Message and data rates may apply. Message frequency will vary, and I will be able to opt out by replying "STOP". For more information on how your data will be handled, please visit our Privacy Policy.