Jessica Lo, Manager
Estate Planning and Lawyer at Solus Trust Company Limited
Jessica is a designated Trust and Estate Practitioner (TEP) with 10 years of experience in the legal industry. Her previous practice experience gives her a deep understanding of estate planning tools and strategies, as she has assisted numerous clients to implement their planning goals through the creation of well-considered, customized estate plans.
At Solus Trust, Jessica provides prospective clients with information on the full range of personal fiduciary services offered. She further facilitates the process for individuals seeking to appoint Solus Trust in such fiduciary roles. Additionally, Jessica serves as the primary point of contact in liaising with external referral sources such as law firms, investment-advisory firms, accounting firms, charitable organizations, and seniors’ organizations.
Jessica is passionate about estate planning because it allows people to care for their loved ones and achieve peace of mind. She is always happy to discuss and explore with prospective clients their planning intentions and needs, in order to help them navigate their next steps.
Prior to joining Solus Trust, Jessica practiced at a regional full-service law firm in the areas of estate and incapacity planning, as well as estate administration. With respect to Jessica’s previous estate planning practice, she assisted clients of diverse backgrounds to help identify their objectives and concerns, and created estate plans tailored for their unique circumstances. To implement this planning, she regularly prepared a variety of supporting documents as may be needed in each case – these included wills, powers of attorney, representation agreements, advance directives, trust documents, and various others. Regarding estate administration matters, she advised and guided executors and other personal representatives in administering estates of various sizes and complexities.
Jessica was born and raised in Vancouver. In addition to fluency in English, she is also proficient in both Cantonese and Mandarin.