Estate planning is one of those things everyone means to “get to someday”, until someday starts to feel a little too close.
At the Vanno Ort & Paul Jarvie team, we see estate planning as an extension of your life story. Our role is to turn “I hope it all works out” into “I know exactly what will happen and why”.
Estate planning that connects all the dots
Good estate planning is rarely just about a will. It is about how your companies are structured, how your investments are owned, how your insurance is set up, and how all of that plays with tax and Estate Transfer rules.
Estate planning for business owners means lining up shareholder agreements, buy–sell protections, and succession plans with your personal wishes. Estate planning for high-net-worth individuals means coordinating corporate structures, trusts, and philanthropy so nothing works against anything else.
Instead of separate advice in separate silos, you get one coordinated, practical picture.
Your legacy, designed on purpose
You have worked hard to build what you now have: business interests, properties, investments, maybe a cottage or farm. Estate planning is where you decide what all of that is actually for.
We spend time on questions that go beyond numbers:
- What do you want life to look like for your spouse if you are gone first?
- How do you want to support children or grandchildren, education, housing, starting a business?
- How do you want to handle “fair” when not everyone is involved in the company or the property?
From there, we work with your legal and tax partners to put real structure around those ideas: trusts where they make sense, gifting strategies, life insurance for tax liquidity, and clear instructions for the people who will be executing your plan.
A long-range plan that moves as life moves
The most effective estate plans are not one-and-done. Families evolve. Businesses are sold. New grandchildren arrive. Health changes. Tax rules shift.
We build estate planning as part of an intentional, long-range wealth strategy.
That means revisiting your plan as life unfolds, updating roles, beneficiaries, powers of attorney, and scenarios so your documents still match your reality.
Because we already understand your broader plan, it is easier to see how a new decision in one area ripples through the rest.
