Wealth & insurance
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.
A Bluestar Concierge will guide you to the right next step.
What’s included
Family situation review
We review family structure, dependants, and intended beneficiaries. This helps estate planning discussions reflect real family considerations.
Retirement income alignment
We consider how retirement income plans interact with estate goals. This supports planning that balances lifetime needs with legacy objectives.
Clarity around roles and responsibilities
We discuss roles such as executors and trustees at a high level. Understanding these roles helps inform estate planning decisions.
Coordinated planning perspective
We help connect estate planning with broader financial planning discussions. This supports a more cohesive long-term strategy.
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