Estate Planning and Executor Support, Done Differently
Maybe you’ve been meaning to get your affairs in order for years and life keeps getting in the way. Maybe you just got a call telling you that you’ve been named executor and you have no idea where to start. Or maybe you’ve done some planning but you’re not sure if what you have is actually enough.
Whatever brought you here, you don’t have to figure it out alone. As a Certified Executor Advisor, Nancy Boisvert provides personalized guidance for Canadians navigating estate planning and estate administration — at whatever stage they find themselves.
Every situation is different, which is why services and fees are discussed in an initial conversation. What’s below is an overview of what’s available.
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 Clarity Consultation
This consultation is not for executors who are already mid-process and need ongoing help (that’s what Executor Ally Plus is for). It is for someone who has just been named, feels uncertain about what they are walking into, and wants a clear picture of the role before taking any action.
- Clarification of the executor role and responsibilities
- Distinction between urgent tasks and those that can wait
- Overview of common executor risks and pressure points
- Guidance on documents, timelines, and professional involvement
- Direction on next steps based on your specific situation
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
Some situations call for a little more support in a specific area. These optional services can be added to any package.
For Planning and Preparation
- 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.
- Memory and Legacy Book: Help capturing personal reflections, messages, and stories for loved ones.
- Housing and Downsizing Guidance: Practical support evaluating housing options, preparing for transitions, and planning for aging in place.
For Estate Administration
- Document Organization Support: Hands on assistance organizing, categorizing, and safely storing important records.
- Conflict Coaching: Assistance navigating sensitive conversations or family dynamics during estate administration.
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.
Not Ready for a Consultation Yet?
The NEXsteps Planning Toolkit offers a suite of self-guided tools for estate planning and executor preparation. Whether you’re just starting to think about your plan or want to get organized before a conversation, there’s a tool designed for where you are right now.
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.
