Your wishes, your assets and the story you leave behind
Who decides for you if you can’t speak for yourself
What the role involves, and what to do first
Guided tools for planning ahead and for Executors. Work through them at your own pace, on a computer, tablet or phone.
“As the founder of NEXsteps Nancy empowers you to deeply consider taking on the job of being an executor. She is no-nonsense with the facts yet sensitive to your situation and provides you with the tools to discover what you didn’t realize you needed to know.”
“What I appreciated most about NEXsteps was the attention to my family’s specific situation. Estate planning isn’t one-size-fits-all. Nancy took time to understand what we needed with our special family circumstances and blended family issues, and helped us customize our plan accordingly.”
“Nancy you don’t know the impact you have made on Summerland, the residents, staff and me.”
You've shared a home, a bank account and years of your life. Everyone treats you as a couple, including the tax department. So what happens if one of you dies without a will? Most common-law couples are sure they know. The answer depends on where you live, and it may not be the one you expect.
If your will leaves everything to your spouse, and your spouse’s leaves everything to you, a few days could decide where all of it goes. For some families, it means a long wait. For others, the people you meant to provide for get nothing. One question to your lawyer could prevent it.
A friend told you that you don’t need a lawyer to apply for probate anymore, because you can do it online. They’re partly right. But one missed account can send you back to court, and the grant is only the start of an executor’s job. Find out what to sort out first, and what’s still ahead after the court says yes.
