Plan with Confidence – Estate Planning Lawyers in Surrey
"Phil is very detailed, knowledgeable and also very personable! I would highly recommend him, especially if you are in a high conflict divorce or need a lawyer that represents well in trial."
CM
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Our Surrey estate law team is here to help. Start today, with a free consultation. Or call us on: 604-547-9000
"Phil and Elizabeth moved mountains for me in my family law matter. I will never forget what they did for us, and I recommend them to everyone."
SS
Experienced estate planning in Surrey, BC
Estate planning isn’t just about passing on your assets — it’s about protecting your wishes, supporting your loved ones, and preparing for the unexpected. At Cote & Evans, we help individuals and families in Surrey build clear, customized estate plans that reflect their goals, values, and unique life situations.
What’s Included in an Estate Plan?
A well-crafted estate plan does more than distribute your assets — it ensures your financial, legal, and personal affairs are handled the way you want, no matter what the future holds. At Cote & Evans, we tailor each estate plan to suit your specific needs and family dynamics.
Will Preparation We help you create a legally binding will that clearly outlines how your assets should be distributed and who will care for any minor children.
Powers of Attorney Assign someone you trust to manage your financial affairs if you become unable to make decisions yourself, ensuring your bills are paid and your affairs are kept in order.
Representation Agreements Also known as healthcare directives, these documents allow you to appoint someone to make medical decisions on your behalf, based on your preferences.
Trusts & Tax Planning For clients with more complex needs, we provide advice on setting up trusts and minimizing estate taxes, helping to protect your assets and reduce the burden on your beneficiaries.
Beneficiary Designation Review We make sure your will, RRSPs, life insurance policies, and other accounts are coordinated to reflect your current wishes and avoid conflicts or delays.
Estate planning isn’t just for the wealthy or the elderly — it’s for anyone who wants to protect their family, their assets, and their future. No matter where you are in life, having a clear plan in place can give you peace of mind and reduce the burden on your loved ones down the road.
If you’re starting a family, an estate plan allows you to name guardians for your children and ensure they’re provided for. If you’re a homeowner or business owner, it helps you control how your property will be handled. And if you’re approaching retirement, a thoughtful estate plan can simplify the transfer of wealth and reduce taxes or probate delays.
At Cote & Evans, we help clients of all ages and backgrounds build estate plans that grow and evolve with them.
A will is an important part of an estate plan, but not the only piece. A full estate plan includes tools like powers of attorney and health care directives that protect you while you’re still alive.
Estate planning isn’t just for seniors. If you own property, have children, or want control over your medical and financial decisions, now is a good time to start.
We recommend reviewing your plan every 3–5 years or after major life changes like marriage, divorce, having children, or a significant financial shift.