Description
Executor Ally Plus: Full-Service Support From Start to Finish
Settling an estate is a major responsibility. Executors are expected to handle legal paperwork, coordinate with financial institutions, file taxes, and communicate with beneficiaries—all while ensuring the estate is managed according to the law and the deceased’s wishes.
Executor Ally Plus offers comprehensive, expert support from probate to final distribution. You’ll receive consistent guidance, checklists, templates, and ongoing support to help you stay on track, avoid costly missteps, and fulfill your role with confidence.
Whether you’re managing a complex estate, dealing with cross-border issues, or simply want peace of mind that nothing will be overlooked, this service ensures you’re supported every step of the way.
✅ What’s Included:
- 90-minute kickoff session – to review the estate, clarify your responsibilities, and map out a timeline
- Monthly 45-minute check-ins (up to 12 months) – structured support as the estate progresses
- Support with:
- Probate applications and legal steps
- CRA filings and final tax returns
- Bank accounts, investment accounts, insurance claims, and pension benefits
- Final asset distribution and recordkeeping
- Communication templates – to help you provide clear, professional updates to beneficiaries
- Executor tools:
- Checklists for each phase of administration
- Documentation tracking templates
- Email support between sessions – when you need quick answers or help with forms
➕ Optional Add-Ons:
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- Executor Digital Organizer – $149
- Conflict Coaching Session – $225
- Legacy Memory Book or Family Summary – starting at $295
👥 Ideal For:
- Executors handling larger or multi-jurisdiction estates
- First-time executors who want confidence and clarity
- Out-of-province executors needing regular guidance
- Families wanting to reduce risk, stress, or conflict
💡Why It Matters
Executors are personally responsible for the accurate and timely settlement of an estate. One missed step, misfiled document, or delayed distribution can lead to legal consequences, tax penalties, or fractured family relationships.
With Executor Ally Plus, you’re not just checking boxes—you’re fulfilling a fiduciary role with care, clarity, and confidence. This service exists to make sure nothing gets missed, no detail is overlooked, and you’re supported through every milestone of the process—from the first court filing to the final distribution of assets.
💳 Flexible Payment Options:
- One-time payment (starting at $2,750)
- Monthly retainer (starting at $299/month)
- Tiered milestone payments (example based on starting price of $2750):
- $1,250 at engagement
- $1,000 after probate
- $500 before final distribution
🎓 Delivered by a Trusted Estate Professional
You’ll be working with Nancy Boisvert, CEA, a Certified Executor Advisor and founder of NEXsteps. With extensive expertise in estate administration, aging transitions, and family legacy planning, Nancy brings both knowledge and empathy to the table. She understands that settling an estate is not just about legal steps—it’s about guiding real people through one of life’s most stressful responsibilities. Nancy’s approach combines structure, clarity, and hands-on support so executors feel empowered, informed, and never alone in the process. Learn more about how we support individuals and families or watch our videos for insights.
🔗 Need less ongoing support? See the Executor Essentials package.
