Plan Your Legacy with Confidence

At NEXsteps, we provide holistic legacy and lifestyle planning to ensure your values and assets are preserved for generations. Our service include:

Meet Our Resident Expert

Our Founder is here to guide you through every step of your legacy and lifestyle planning journey.

Nancy Boisvert

Founder and CEO

Nancy understands firsthand the challenges and commitments of serving as a Power of Attorney and Medical Representative after assuming these roles for a close friend. This experience led to the establishment of NEXsteps, with the mission of guiding others to be prepared.

What our clients say

We believe in the power of the voices of our clients to tell our story. Click on the images below to see more testimonials.
Sarah W.

Sarah W.

"NEXsteps has been instrumental in securing our family's future. Their holistic approach to planning is unmatched."

Dean B.

Dean B.

"NEXsteps has been a lifesaver for our family. Their personalized aging plans and expert guidance have made all the difference in caring for our aging parents"

Olivia H.

Olivia H.

“I had no idea where to start with planning for my parents’ aging. The experts at NEXsteps made the process so much easier.”

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