NEXsteps Services Overview
Planning for the future is about more than documents. It is about clarity, preparation, and support during life’s most important transitions. NEXsteps provides guidance to help you organize your affairs, reduce stress for your loved ones, and make informed decisions with confidence.
Every person’s situation is unique, which is why each service is tailored to individual needs. Fees are determined after an initial conversation to ensure you receive the right level of support for your circumstances.
Below is an overview of the services available through NEXsteps.
All services are provided by a Certified Executor Advisor, offering knowledgeable
and compassionate support through every stage of your planning or estate administration journey.
Essentials Package
A foundational planning service for individuals who want to understand the key components of an effective estate plan. This service provides clarity on what you have in place, identifies gaps, and helps you prepare before meeting with a lawyer.
- Review of core planning documents
- Beneficiary and designation overview
- Guidance on organizing important information
- Recommendations for strengthening your estate plan
Comprehensive Legacy Package
A complete legacy and lifestyle planning service for individuals or couples seeking a holistic approach to future planning. This service examines legal, financial, medical, and housing considerations to create a well rounded, personalized roadmap.
- Review of wills, enduring powers of attorney, and personal directives
- Comprehensive review of assets, liabilities, and beneficiary arrangements
- Evaluation of aging, health, and future housing needs
- A customized legacy map outlining next steps and areas of focus
- Strategies to reduce stress for family members and future executors
Annual Estate and Legacy Plan Review
Life changes quickly. Regular reviews help ensure your plan continues to reflect your current circumstances. This service provides an annual checkup to confirm your documents and decisions remain current and aligned.
- Review of existing estate planning documents
- Updates based on recent life events
- Beneficiary and financial alignment assessment
- Summary of recommended next steps
Executor Essentials
Executor Essentials is designed for individuals who have been named as an executor or are about to take on the role and want a focused consultation rather than full ongoing support. This service provides a clear overview of your responsibilities and a practical roadmap so you know what to do and in what order.
- Overview of executor duties and legal responsibilities
- High level timeline of key steps in the estate administration process
- Review of the will and key documents from an executor’s perspective
- Initial estate information and document checklist
- Personalized action plan and priority list for moving forward
Executor Ally Plus
Serving as an executor can be overwhelming, especially while managing personal grief. Executor Ally Plus provides compassionate, practical support to help executors meet their responsibilities with clarity and confidence.
- Guidance through each step of the estate administration process
- Help with understanding timelines and legal requirements
- Tools for organizing documents and estate information
- Support preparing materials for lawyers, accountants, and financial institutions
- Assistance with CRA requirements, including preparing for clearance
Add On Services
NEXsteps offers several optional services that can be added to any planning or executor support package. These services provide additional clarity, organization, and guidance when you need more focused support in specific areas.
- Personal Clarity Consultation
A focused one hour session to help you clarify priorities, understand your options, and determine your next steps. - Digital Legacy Organizer
Support gathering online accounts, digital assets, and passwords for secure planning. - Conflict Coaching
Assistance navigating sensitive conversations or family dynamics during planning or estate administration. - Memory and Legacy Book
Help capturing personal reflections, messages, and stories for loved ones. - Document Organization Support
Hands on assistance organizing, categorizing, and safely storing your important records. - Housing and Downsizing Guidance
Practical support evaluating housing options, preparing for transitions, and planning for aging in place.
Workshops and Speaking Engagements
Educational sessions are available for community organizations, financial professionals, seniors’ groups, and other audiences. Topics include executor readiness, estate planning fundamentals, future housing considerations, and family communication strategies. Sessions can be tailored to meet the needs of your group.
Why NEXsteps Does Not List Pricing
The complexity of planning and estate administration differs from person to person, depending on family structure, assets, and goals. For this reason, pricing is discussed during an initial conversation so the level of support is aligned with your specific needs.
This approach ensures fairness, transparency, and a plan tailored to your circumstances.
Ready to Take the Next Step?
If you would like support, have questions, or want to explore which service is the best fit for you, please reach out. Together, we will create a plan that brings clarity, confidence, and peace of mind.
