A Guided First Step Into Estate Planning
The Essentials Package is a 75-minute one-on-one session to help you see where your planning stands, find the gaps, and leave with a clear list of next steps.
It works whether you’re updating documents you’ve had for years or starting from nothing.
A Practical Place to Start
If you’ve been meaning to deal with this for a while, this is a manageable place to start. It isn’t a generic checklist. The guidance is based on your situation, and you’ll know what to do next when we’re done.
What’s Included
- 75-minute private consultation by video call, or in person in the Calgary area. If you’ve sent your documents ahead, a phone call works too.
- Review of the planning documents you already have
- Legacy Readiness Self-Assessment to help you see where you stand today
- Customized checklist of legal, financial, and personal planning gaps
- Educational handouts on wills, powers of attorney and health care directives
- Email summary with personalized recommendations and suggested next steps
Who This Service Is For
- Individuals or couples just starting their estate planning
- Those who aren’t sure their current documents are still valid or complete
- Anyone who wants a second set of experienced eyes on their plan
- People who feel stuck and want a clear, manageable first step
Why This Service Matters
Estate planning is about more than documents. It’s about making sure your wishes are clear and the people you count on aren’t left guessing. A lot of people put it off because they don’t know where to start, or aren’t sure what they already have in place.
This session helps you see what may be missing and what matters most to you, so you’re ready when it’s time to put your wishes in writing with a lawyer or notary.
Led by a Certified Executor Advisor
This service is led by Nancy Boisvert, a Certified Executor Advisor (CEA), who has acted as an Executor, a Power of Attorney and a Medical Representative more than once. The session covers the main planning documents: a will, a power of attorney for your finances and a health care directive.
It’s a good first step before you meet with a lawyer or notary to draft or update your documents.
Next Steps
If you’d like to find out whether the Essentials Package is right for you, please reach out to book a conversation.
Disclaimer: NEXsteps provides education, guidance, and organizational support for estate planning and executor readiness. These services are not legal, financial, medical, or tax advice. Please consult the appropriate licensed professionals for advice specific to your situation.
