Making it easier for the people you trust to step in
How you want to be remembered and what you leave behind
Support for those stepping into the executor role
“I’d never heard of a Certified Executor Advisor before working with Nancy. She helped us look at the bigger picture, organize the details, and make estate planning feel much more manageable.”
“NEXsteps has been a real help to our family. Working with Nancy gave us the guidance and practical support we needed to get our estate plans organized and in place.”
“I had no idea where to start with my parents’ estate planning. Working with Nancy made the process so much easier and gave us the guidance we needed to move forward.”
Not every estate gets the CPP death benefit, but the ones that do can now receive up to $5,000. It isn't automatic and it isn't guaranteed. Someone who spent much of their working life outside Canada, or who only worked here a few years, can leave an estate that qualifies for nothing.
There's $1.6 billion sitting in a federal registry most Canadian executors have never heard of, and some of it belongs to estates that were closed years ago. Here's where a dormant bank account ends up after ten years, how to search for it at no cost, and what happens if you find one too late.
Maureen had done everything right, and she had the paperwork to prove it. The grant of probate. A stack of death certificates. A lawyer who'd walked her through the whole process. And on the kitchen table in front of her, a small black device her father once called "where the Bitcoin lives."
