Trust & Estate


Trust & Estate Services by BMO Nesbitt Burns - Lori Gordon in Penticton, BC, offer a comprehensive range of solutions to safeguard and manage estates. This includes living and family trusts, will drafting, estate planning, and litigation support. The services also encompass roles such as attorney for property, executor, trustee, and court-appointed personal representative. Additionally, trust administration, agent services for ongoing tasks like tax compliance, and escrow arrangements are provided. These services are designed to ensure the proper management, protection, and execution of estate wishes, tailored to individual needs.

BMO Nesbitt Burns - Lori Gordon is a proud part of

Penticton & Wine Country Chamber of Commerce (BC)

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