Estates & Trusts
Planning for the people you care about most
Estate planning is not just about assets and taxes – it is about taking care of the people and causes that matter most to you, in a way that feels organized, thoughtful, and calm. Our team helps individuals, families, and business owners across Vancouver Island design practical, tax-smart estate plans that reflect their real lives, relationships, and values.
Clear, practical guidance for wills, estates, and trusts
Behind every spreadsheet is a family, a story, and often a business – and we never lose sight of that. We work with you (and your legal and financial advisors, when needed) to build and maintain an estate plan that fits your situation, not someone else’s template.
Some of the ways we help:
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Planning to reduce taxes upon death and over the long term
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Reviewing and commenting on existing wills from a tax perspective
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Effective use of alter ego, joint spousal, and other trusts
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Planning for liquidity of the estate so taxes and debts can be paid
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Estate and trust income tax returns and related filings
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Support for charitable giving as part of your legacy
What it’s like to work with us
Estate planning conversations can feel heavy, emotional, or overwhelming. You get a steady, patient team that meets you where you are.
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Plain-language explanations instead of technical lectures.
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Space to ask every question, big or small, with no judgment.
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Senior professionals who make time to understand your family, business, and wishes.
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A collaborative approach – we are happy to work alongside your lawyer, financial advisor, and other professionals.
Because our firm culture is genuinely family-oriented and team-based, clients often tell us these conversations feel more like talking with trusted guides than going through a cold checklist.
Business owners and estate planning
When you own a business, your estate plan has another layer: employees, customers, and a legacy in the community. We help business owners with:
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Succession planning and ownership transition
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Estate freezes and other tax strategies to shift future growth
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Coordinating corporate structure and estate goals
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Planning for the liquidity needed to fund taxes and buyouts
The goal is continuity – for your family, your team, and the community that relies on your business.
Rooted in community, focused on legacy
Many of the people we work with support the same local organizations we do – from youth sports and health causes to arts, trails, and community events in the surrouding communities. That shared connection makes legacy conversations very real: when you talk about supporting a charity, passing on a family cabin, or transitioning a local business, we understand the impact those choices will have on the community.
Let’s start the conversation
A good estate plan doesn’t have to be perfect or complicated – it just has to be started and kept up to date.
Whether you are putting a plan in place for the first time or revisiting one after a life change, reach out to book a conversation with our team and explore what makes sense for you and your family.
Get in touch today to learn more about how we can help your business succeed.
+1 (250) 724-5717
When you reach out to us by email or the form below, remember electronic communication is not always secure. Please avoid sending any highly sensitive personal information (such as full SINs or full credit card numbers) by email or through this form. For sensitive documents, we recommend using our secure client portal or another secure method of transmission that we have agreed on together.