Planning feels different when you understand what lies ahead

Whether you're planning your estate or settling one, we'll explain what to expect.

Estate Planning

Making it easier for the people you trust to step in

Your Legacy

How you want to be remembered and what you leave behind

Executor Support

Support for those stepping into the executor role

Meet Nancy

With experience in estate planning and estate administration, Nancy offers practical guidance for preparation and supports those stepping into executor responsibilities.
picture of Nancy Boisvert

Nancy Boisvert, CEA

Certified Executor Advisor and Founder of NEXsteps

Nancy’s work is grounded in personal experience. She stepped into the roles of Power of Attorney and Medical Representative for a close friend and saw firsthand how complex and demanding those responsibilities can be. That experience led to the creation of NEXsteps, to help others be better prepared before those moments arise.
Nancy’s background and experience are shared in more detail →

The Last Executor Guide You'll Ever Need

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What our clients say

Our clients’ experiences say more about our work than we ever could. Click an image to read more testimonials. We respect our clients’ privacy, so last names are withheld when requested.
Sarah W.

Sarah W.

“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.”

Dean B.

Dean B.

“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.”

Olivia H.

Olivia H.

“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.”

Blog

Read our latest articles
Three cream envelopes on a wooden kitchen table, with the middle envelope placed inside an open wooden keepsake box beside a pair of reading glasses and a gold pen.

When An Equal Share Isn’t Fair

An equal share of your estate could cost a child on disability benefits their monthly income and health coverage. Splitting everything evenly between your children feels like the fairest thing a parent can do, and the intention is right. Before you sign a will that divides everything equally, find out how to protect the support your child relies on.

Older woman at a dining table after a meal, talking with her adult daughter while holding a pen over a document

The Conversation Every Family Needs to Have

It was a small moment at the end of a family dinner, the kind everyone laughs off. But for Gail, it brought back the question she'd been putting off for years. Who would handle her mom's money if something happened? Who would talk to her doctors? And did anyone know where the papers were?

Empty chair at a dining table holding estate documents, reading glasses and a mug, with a snow-covered street through the window

Your Executor Lives Where?

Evelyn didn't hesitate. Her daughter Colette was organized, fair, and trusted by both her brothers, so naming her executor was easy. What nobody stopped to consider was where Colette lives, or the consequences that choice would bring for the whole family.