Wealth & insurance
Estate Planning Advisory
Our Wealth & Insurance team provides estate planning advisory services to help clients protect their assets, reduce tax exposure, structure inheritances, and create long-term financial security for their families.
A Bluestar Concierge will guide you to the right next step.
What’s Included
Foundational estate planning guidance
Estate planning starts with understanding your assets, goals, and family situation. We provide clear, structured guidance to help you think through estate planning decisions with confidence.
Estate planning for business owners
Business ownership adds complexity to estate planning decisions. We help business owners consider how succession, liquidity, and continuity fit into their estate plans.
Estate planning for families and retirees
Family dynamics and retirement planning often shape estate planning priorities. We help individuals and families think through estate planning in the context of long-term financial security.
Estate plan reviews and updates
Estate plans should be reviewed periodically as circumstances change. We provide advisory support to review existing plans and identify areas that may need updating.
How it works
Speak with a Bluestar Concierge
Tell us what you're trying to do, and share a few high level details. The Concierge will assess your needs internally with the right service professionals and confirm if anything is required before a consultation is booked, saving you time and money.
We confirm the next steps
If additional information is needed, the Concierge will follow up with any questions. Then they will confirm the next step, including whether your matter needs a paid consultation or an upfront retainer. You will know all the requirements before anything is scheduled.
Your single point of contact
Once we know what you need, the Concierge will coordinate everything for you. They will connect you with the right professional, keep the timeline moving, and handle cross-service follow-up when it helps. If your situation involves more than one professional, you won't have to call around or repeat yourself. the Concierge will keep everything aligned so nothing is missed.
Our offices
Local support when you want it, with Canada-wide services when you need it.
Not sure where to start?
Tell us what you are dealing with. We will route you to the right service and outline a clear next step.
A calmer way to handle complex situations, whether your needs are straightforward or involve more than one service area.
Talk to us