Add On Services
Add On Services are designed to complement your core NEXsteps planning or executor support package. They provide extra help in specific areas where you may want additional organization, guidance, or support.
These options can be added when you begin a service or later, as your needs become clearer. They are flexible enhancements that help you tailor your experience to your personal circumstances.
Personal Clarity Consultation
The Personal Clarity Consultation is a focused, one hour session that gives you space to talk through your current situation and receive tailored guidance. Whether you are planning your own estate, managing an estate for someone else, or navigating a lifestyle transition, this consultation helps you identify priorities and next steps.
- One hour virtual consultation by video or phone
- Personalized recommendations based on your circumstances
- Support in sorting out what needs attention now and what can wait
This add on is ideal if you feel unsure where to start, overwhelmed by options, or simply want a clear, professional perspective before making decisions.
Executor Digital Organizer
The Executor Digital Organizer is a comprehensive toolkit that helps you keep estate information and tasks in one organized place. It provides a practical structure for storing documents, tracking progress, and managing communication as you work through executor duties.
- Pre-built digital folder structure for estate records
- Printable and fillable checklists and task timelines
- Template letters for beneficiaries, banks, and lawyers
- Expense and reimbursement tracking sheets
- Guidance prompts for final reporting and executor notes
This add on is especially helpful for executors who prefer digital organization and want a clear system to reduce paperwork stress and prevent important details from being overlooked.
Estate Conflict Coaching
Estate Conflict Coaching provides a private, one on one session to help you prepare for or navigate difficult estate related conversations. It is designed to support executors, beneficiaries, or family members who are facing tension, misunderstandings, or emotional reactions around the estate.
- 60 minute private session by Zoom or phone
- Support for planning challenging conversations related to the estate
- Strategies for reducing tension and setting healthy boundaries
- Guidance for managing expectations and emotional triggers
This add on is ideal if you anticipate conflict, are already experiencing strain within the family, or want help communicating clearly and calmly about sensitive issues such as money, responsibilities, or perceived fairness.
Digital Legacy Memory Book
The Digital Legacy Memory Book is a thoughtfully curated digital keepsake that brings together stories, milestones, and meaningful memories to honour a life. It can be created as a tribute after someone has passed or as a legacy gift prepared in advance.
- Personal interview or guided prompts to gather stories and reflections
- Curation of memories, themes, and key moments based on your input
- Optional inclusion of photos, quotes, and milestone timelines
- Professionally formatted digital PDF suitable for sharing or printing
This add on is ideal for individuals and families who want to preserve more than financial and legal details, capturing the personality, values, and history that might otherwise be lost over time.
Housing and Downsizing Guidance
Housing and Downsizing Guidance helps you think through where and how you want to live as you age, and how those choices fit into your broader estate and legacy plan. It focuses on practical, emotional, and financial considerations around staying, moving, or downsizing.
- Discussion of current housing, future needs, and available options
- Support in considering health, safety, and support needs over time
- Exploration of downsizing or relocation in the context of your overall plan
- Suggestions to make future transitions smoother for you and your family
This add on is a good fit if you are starting to consider a move, downsizing, or planning for future care needs and want to understand how those choices align with your long term goals.
Annual Plan Review as an Add On
For clients who have chosen a planning package, the Annual Estate and Legacy Plan Review can be added at a preferred rate. This option is available when the review is purchased alongside another NEXsteps service and provides a cost effective way to keep your planning current over time.
The yearly review helps you maintain a plan that continues to reflect your wishes as life changes. It ensures that documents, appointments, and decisions remain aligned with your circumstances.
Who These Add On Services Are For
Add On Services are intended for clients who want a more personalized experience or who recognize that certain areas of their planning may need additional attention. They can be combined with any NEXsteps service to create a level of support that fits your situation.
- Individuals and couples who want more organization or clarity in specific areas
- Executors who need extra help with communication, planning, or information management
- Families preparing for future transitions and wanting to reduce stress later on
- Anyone who values a thoughtful, tailored approach to planning and legacy
How Add On Services Work
- Add ons are discussed and selected during your initial planning or executor support conversation, or added later as your needs become clearer
- Each add on is scheduled and delivered in a way that fits with your main service package
- Some add ons are one time sessions, while others involve tools or short projects that support you over a period of time
- All services are coordinated so that your overall plan remains clear and manageable
All services are provided by a Certified Executor Advisor, offering knowledgeable and compassionate support throughout the process.
Next Steps
If you would like to explore adding any of these services to your plan, or are unsure which add ons might be most helpful, please reach out for a conversation.
Disclaimer: NEXsteps provides education, guidance, and organizational support for estate planning, executor readiness, and estate administration preparation. These services are not legal, financial, medical, or tax advice. Please consult the appropriate licensed professionals for advice specific to your situation.
