Testimonials

Stefan Rasporich, Director of OPs, Infinite Mind Pictures

” 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. Her in-house developed Will assessment tool is comprehensive and asks you vetted questions. The whole experience of working with Nancy gives you a sense of being prepared for your own legacy while also feeling prepared for the challenges of your concurrent executor duties.”

Jonathan C.

“I was overwhelmed by all the legal paperwork and the complexity of estate planning. Working with Nancy made everything so much clearer. She guided me step by step, answered all my questions, and gave me peace of mind knowing that my wishes are properly documented. I feel secure and confident about the future thanks to her expertise.”

Tammy Deausy, Regional Director of Operations – West Coast Seniors Housing Management

“You have hit every nail on the head when it comes to the confusion, stress, barriers and road blocks that occur to navigate this complex system, when it should be so easy. There are so many layered challenges, BC with the 5 health authorities, and different funding structure, Alberta slightly different and offering an in between model with SLD4, just so many grey areas, people think they are speaking the same language and yet we come to find we are not. You add the residential care regulations alongside the community care and assisted living act, peoples heads explode. Now let’s add the POA, which differs from a medical rep agreement and then talk about a MOST. Having a personalized tour guide, who has had first hand experience and broad understanding not just of interprovincial regulations but the politics that can be associated would be beneficial not just to those caring and or looking out for this vulnerable sector but also being an advocate for those seniors themselves.”

Joey Beltrano, Vice President Operations – West Coast Seniors Housing Management

“Nancy you don’t know the impact you have made on Summerland, the residents, staff and me. You inspire me and when I read the family champion, you are the champion in so many ways.”

Nicole G.

“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 customized our plan accordingly.”

James T.

“After my father passed, dealing with estate administration felt like navigating a maze. NEXsteps helped me through probate, the creditor notifications, the tax and accounting requirements, and all the legal filings with professionalism and compassion. I was kept informed throughout, and I could trust that nothing was being overlooked.”

Patricia S.

“I was overwhelmed by all the legal paperwork. The support I received made a painful time much more manageable.”

Michael B.

“NEXsteps has been instrumental in securing our family’s future. Their holistic approach to planning is unmatched.”

Sarah W.

“The team at NEXsteps is professional, knowledgeable, and truly cares about their clients’ well-being.”

David L.

“Thanks to NEXsteps, we have peace of mind knowing our legacy is in good hands.”

Teresa B.

“I highly recommend NEXsteps to anyone who wants to have peace of mind about their loved ones’ aging.”

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.”

Luke I.

“I don’t know where my family and I would be without the guidance and support of NEXsteps. They have truly made a positive impact on our lives.”

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.”

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Nancy’s work in service of others goes back further than NEXsteps.