NEXsteps Services Summary

 

NEXsteps Services Summary

Services Overview

Managing the care of your loved one can be – and usually is – much more daunting than we expect.

At NEXsteps, we offer a wide range of services designed to support you through every aspect of aging and estate planning. Whether you’re just starting to think about the future or need help with something specific, we’ve got you covered.  Some of our services include:

  • Understanding Power of Attorney: We’ll help you understand the different types of POA, what’s involved, and how to choose the right person. Plus, we’ll walk you through potential risks and the time commitment required, so there are no surprises.
  • Medical Directives: Choosing the right person to make medical decisions for you is a big deal. We’ll help you figure out what’s required and how to make sure your wishes are honored.
  • MAiD (Medical Assistance in Dying): Considering MAiD? We’ll help you understand the process and assist you as you decide if it’s the right choice for you.
  • Wills and Estates: Crafting a will is about more than just paperwork—it’s about ensuring your loved ones are taken care of. We’ll help you create a will, choose an executor, and name beneficiaries while identifying any potential issues that might arise.
  • Future Housing Needs: Whether you’re thinking about downsizing, moving into a retirement community, or something else entirely, we’ll help you plan for your future housing needs with affordability and comfort in mind

Ensuring that a robust yet flexible Legacy & Lifestyle plan is in place can help alleviate much of the time, energy and stress that can be part of this process. Our experience navigating the expected and unexpected issues that arise allows you to benefit from our knowledge, saving you time and stress and enabling you to spend more of your time as your loved one’s family/friend and less time as an administrator.

This planning is critical, regardless of age! Imagine suffering a life-altering illness or accident without having a plan in place. By putting a Legacy & Lifestyle plan in place, you ensure that your wishes are clearly outlined, sparing your loved ones from the emotional and logistical strain of navigating difficult decisions without your guidance. As a Certified Executor Advisor and certified Personal Fiduciary, Nancy is equipped to assist with managing general affairs, Power of Attorney, and estate administration.

Contact us or visit our shop to  learn more about our service offerings.

You can also learn more about NEXsteps, your Legacy and Lifestyle Planning Experts, on our Why NEXsteps page, or watch our  video on YouTube.
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