Holistic Estate Planners
An estate plan involves a lot more than a will. It’s about having a comprehensive plan that puts you in control of your assets. And it’s not just for the uber-rich. Everyone can benefit from having the right estate plan in place to protect their family, business and assets.
Benefits of Estate Planning with BlueRock
Take Control of Your Assets
Our Approach to Estate Planning
Detailed & Personalised Plans
Comprehensive Peace of Mind
Estate Planning Health Check
What Our Clients Say
"The online tool BlueRock has created took away the legal jargon and enabled us to work through the process knowing what each step entailed."
When my husband and I first spoke to Ryan and the team at BlueRock, we were ignorant of what was involved in the Estate planning process. With a blended family we had added complications we needed to cover to ensure everything was handled to our requirements.
The online tool BlueRock has created took away the legal jargon and enabled us to work through the process knowing what each step entailed. The easy-to-follow instructions allayed any concerns and allowed us to do the groundwork in our own environment. Being able to work online was easy and stopped any double handling. We could go back and check what we had done and update and change as required. It gave us a record of what was discussed which helped when we met to finalise the details. We loved the simplicity created in what was a complex plan.
Tanya Robertson, BlueRock client
"With my business finances being dealt with so professionally through BlueRock, I queried if estate planning fell under their umbrella. Fortunately, it does!"
Writing a will was something myself and my partner had been making attempts at for several years. After many faulted starts we would hit inevitable brick walls surrounding the details for our children and complexities of trusts etc.
From the beginning, Ryan was very personable and simplified the process to a point where we could focus on the correct decisions for ourselves and our families. Looking back, we were correct in that the process was daunting without help and Ryan brought up many other points we were totally ignorant of which could have had a huge impact on our estate management and wishes. We would highly recommend Ryan and the BlueRock team to anyone.
Dale Barnes and Lisa Jenkins, BlueRock clients.