Essentials Package
Start your estate and legacy planning with clarity and confidence. The Essentials Package is a 75-minute guided session that helps you get organized, identify key gaps, and move forward with support from a Certified Executor Advisor.
Whether you are updating old documents or beginning from scratch, this one-on-one session helps you get clear about your priorities and equipped with practical next steps.
Take control of your future, one step at a time
The Essentials Package is the perfect starting point for anyone who wants to stop procrastinating and start planning. It is designed to be supportive and practical, not overwhelming. This is not a generic checklist. It is personalized guidance, backed by experience, delivered with care.
What Is Included
- 75-minute private consultation (Zoom, Teams or in-person, where available)
- Legacy Readiness Self-Assessment to help you see where you stand today
- Customized checklist of legal, financial, and personal planning gaps
- Educational handouts on wills, enduring power of attorney, and personal directives
- Email summary with personalized recommendations and suggested next steps
Ideal For
- Individuals or couples just beginning estate and legacy planning
- Those who are unsure if their current documents are still valid or complete
- Anyone who wants a second set of experienced eyes on their plan
- People who feel stuck and want a clear, manageable first step
Why This Service Matters
Estate and legacy planning is not just about documents. It is about clarity, control, and easing the burden on those you care about. Many people delay planning because they do not know where to start or feel unsure about what they already have in place.
The Essentials Package gives you the confidence to take that first step with support and structure. It helps you uncover what may be missing, understand what matters most, and begin putting your wishes in writing so your future is not left to chance or guesswork.
Led by a Certified Executor Advisor
This service is led by Nancy Boisvert, a Certified Executor Advisor (CEA), trained to guide individuals and families through estate planning and administration with professionalism and compassion. The session includes education on wills, enduring power of attorney, and personal directives, which are key elements in every Canadian’s estate plan.
Build a strong foundation before jumping into complicated legal documents. The Essentials Package gives you clarity, confidence, and peace of mind without overwhelm.
Next Steps
If you would like to explore whether the Essentials Package is right for you, 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.
