Focused Support Where You Need It Most
Add-on services give you extra help in one specific area, alongside your planning or executor support.
You can add them when you start a service or later, as your needs become clearer. Each one can also be booked on its own.
For Planning and Preparation
Personal Clarity Consultation
The Personal Clarity Consultation is a focused, one-hour session that gives you space to talk through your current situation and receive tailored guidance. Whether you’re planning your own estate, managing an estate for someone else, or navigating a lifestyle transition, this consultation helps you identify priorities and next steps.
- One-hour consultation by video call or phone, or in person in the Calgary area (a travel fee may apply)
- Personalized recommendations based on your circumstances
- Support in sorting out what needs attention now and what can wait
This service is ideal if you feel unsure where to start, overwhelmed by options, or simply want a clear, professional perspective before making decisions.
Digital Legacy Organizer
The Digital Legacy Organizer helps you gather your online accounts, digital assets and passwords in one place, so the people you’ve named can find what they need.
- A checklist of common online accounts and digital assets to work through
- A template for recording your accounts and where your access information is kept
- Guidance on what to share with your Executor or Power of Attorney, and how
This service is especially helpful if much of your life is managed online and nobody else would know where to start.
Digital Legacy Memory Book
The Digital Legacy Memory Book is a thoughtfully curated digital keepsake that brings together stories, milestones, and meaningful memories to honour a life. It can be created as a tribute after someone has passed or as a legacy gift prepared in advance.
- Personal interview or guided prompts to gather stories and reflections
- Curation of memories, themes, and key moments based on your input
- Optional inclusion of photos, quotes, and milestone timelines
- Professionally formatted digital PDF suitable for sharing or printing
This service is ideal for individuals and families who want to preserve more than financial and legal details, capturing the personality, values, and history that might otherwise be lost over time.
Housing and Downsizing Guidance
Housing and Downsizing Guidance helps you think through where and how you want to live as you age, and how those choices fit into your broader estate and legacy plan. It focuses on practical, emotional, and financial considerations around staying, moving, or downsizing.
- Discussion of current housing, future needs, and available options
- Support in considering health, safety, and support needs over time
- Exploration of downsizing or relocation in the context of your overall plan
- Suggestions to make future transitions smoother for you and your family
This service is a good fit if you’re starting to consider a move, downsizing, or planning for future care needs and want to understand how those choices align with your long-term goals.
For Estate Administration
Document Organization Support
Document Organization Support is hands-on help sorting the estate’s important records, so you can find what you need as you work through the estate.
- Sorting estate records into clear categories
- Setting up a filing system, paper or digital, that suits how you work
- Guidance on which records to keep and how to store them safely
This service is especially helpful for Executors facing boxes of paperwork and not sure where to begin.
Executor Digital Organizer
The Executor Digital Organizer is a comprehensive toolkit that helps you keep estate information and tasks in one organized place. It provides a practical structure for storing documents, tracking progress, and managing communication as you work through executor duties.
- Pre-built digital folder structure for estate records
- Printable and fillable checklists and task timelines
- Template letters for beneficiaries, banks, and lawyers
- Expense and reimbursement tracking sheets
- Guidance prompts for final reporting and executor notes
This service is especially helpful for Executors who prefer digital organization and want a clear system to reduce paperwork stress and prevent important details from being overlooked.
Estate Conflict Coaching
Estate Conflict Coaching provides a private, one-on-one session to help you prepare for or navigate difficult estate-related conversations. It’s designed to support Executors, beneficiaries, or family members who are facing tension, misunderstandings, or emotional reactions around the estate.
- One-hour session by video call or phone, or in person in the Calgary area (a travel fee may apply)
- Support for planning challenging conversations related to the estate
- Strategies for reducing tension and setting healthy boundaries
- Guidance for managing expectations and emotional triggers
This service is ideal if you anticipate conflict, are already experiencing strain within the family, or want help communicating clearly and calmly about sensitive issues such as money, responsibilities, or perceived fairness.
Who These Add-On Services Are For
Each of these services can be booked on its own, but they’re meant to be added to a NEXsteps package when one part of your planning or the estate needs more attention. They’re a good fit for:
- Individuals and couples who want more organization or clarity in specific areas
- Executors who need extra help with communication, planning, or information management
- Families preparing for future transitions and wanting to reduce stress later on
- Anyone who values a thoughtful, tailored approach to planning and legacy
How Add-On Services Work
- Add-ons are discussed and selected during your initial planning or executor support conversation, or added later as your needs become clearer
- Each add-on is scheduled and delivered in a way that fits with your main service package
- Some add-ons are one-time sessions, while others involve tools or short projects that support you over a period of time
- All services are coordinated so that your overall plan remains clear and manageable
Every add-on service is provided by Nancy Boisvert, Certified Executor Advisor (CEA).
Next Steps
If you’d like to explore adding any of these services to your plan, or are unsure which add-ons might be most helpful, please reach out for a conversation.
Disclaimer: NEXsteps provides education, guidance, and organizational support for estate planning, executor readiness, and estate administration preparation. These services are not legal, financial, medical, or tax advice. Please consult the appropriate licensed professionals for advice specific to your situation.
