Comprehensive Legacy and Lifestyle Planning Package
The Comprehensive Legacy and Lifestyle Planning Package is designed for individuals or families who want to ensure nothing important is left to chance. Whether you are navigating aging transitions, preparing for future care, or simply want your values and wishes clearly documented, this service delivers expert guidance and practical structure across every key area.
This is more than basic estate planning. It is full-spectrum support for a life well-planned and a legacy well-protected.
Plan Every Aspect of Your Legacy Before Life Makes the Decisions for You
Most people think having a will is enough. Simply put, it’s not. A will is important, but it does not cover financial decisions and considerations, health decisions, housing choices, day-to-day care, or how your wishes will be communicated to the people who need to carry them out.
This package helps you understand the broader picture of legacy and lifestyle planning so you can act with intention rather than reacting in a crisis.
What Is Included
The Comprehensive Legacy and Lifestyle Planning Package includes everything in the Essentials Package, plus additional support and tools to address more complex considerations.
- Everything included in the Essentials Package
- Two additional 45-minute planning sessions for deeper follow up and adjustment
- A customized legacy map covering legal, financial, medical, and housing considerations
- A family communication strategy guide to support conversations with loved ones
- A document organizer (printable or digital) to keep everything in one place
- Referral support to vetted legal, financial, and housing professionals where appropriate
- Access to an optional Annual Estate and Legacy Plan Review at a preferred rate for the first year
Who This Service Is For
This package is ideal for:
- Individuals who want a complete review of their will, enduring power of attorney, and personal directive
- People who recognize that legal documents are only one part of a complete legacy plan and want guidance through the financial, medical, and housing elements as well
- Families preparing for aging transitions or future care decisions
- Anyone who wants clarity, structure, and confidence in their overall planning process
- Those supporting aging parents and wanting to reduce stress, conflict, and confusion later
Why This Service Matters
Without a clear legacy and lifestyle plan, families are often left to make difficult decisions under pressure. Important preferences about care, housing, finances, and end-of-life wishes may be unknown or unclear. This can lead to stress, conflict, and delays at a time when loved ones are already coping with change or loss.
The Comprehensive Legacy and Lifestyle Planning Package helps you:
- Clarify your wishes before emergencies arise
- Prepare for healthcare and housing needs in a thoughtful way
- Ensure your loved ones know what to do and why you have made certain choices
- Reduce the risk of unnecessary stress, confusion, or legal delays later on
Certified Support You Can Trust
This service is delivered by Nancy Boisvert, Certified Executor Advisor (CEA), specializing in legacy planning, aging transitions, and estate readiness. You receive guidance from someone who understands both the practical steps and the emotional realities of planning for the future.
NEXsteps provides a supportive, organized process rather than a one-time transaction. You are encouraged to ask questions, explore options, and involve family members where appropriate.
What You Can Expect
- An initial conversation to clarify your goals, concerns, and family dynamics
- A review of your existing documents and current arrangements
- Guided planning sessions focused on legal, financial, medical, and housing considerations
- A customized legacy map that outlines your key decisions and next steps
- Tools and suggestions to help you communicate your plan to those who need to know
By the end of the process, you will have a more complete, integrated view of your legacy and lifestyle plan, along with practical next steps to move forward with your legal and financial professionals.
Next Steps
If you would like to explore whether the Comprehensive Legacy and Lifestyle Planning Package is right for you or your family, please reach out to book a conversation.
Disclaimer: NEXsteps provides education, guidance, and organizational support for estate planning and executor readiness. These services are not legal, financial, medical, or tax advice. Please consult the appropriate licensed professionals for advice specific to your situation.
