Resources
A Place To Orient
People come to NEXsteps for many different reasons.
You may be thinking about estate planning, facing a life transition, or starting to look ahead at responsibilities you haven’t had to consider before. Or you may simply be gathering information, without a clear plan yet.
This page isn’t meant to give you answers all at once. It’s here to help you orient yourself and point you toward a few trusted places when that feels helpful.
There’s no expectation to explore everything, or to take action right now.
Trusted connections
Over time, I’ve come to know professionals whose work I respect and whose approach aligns with the values behind NEXsteps: clarity, care, and thoughtful decision-making.
The people listed here are not sponsors or affiliates. They are individuals I trust and refer to when someone needs support beyond what I provide directly.
You may never need to contact anyone listed here. If you do, these connections are offered as options, not expectations.
*****************************************************************************
When Legal Guidance Is Helpful
Some questions are best addressed with legal guidance, particularly when documents, authority, or formal decisions are involved.
Christina Hassan is an accomplished Estates Practitioner specializing in Estate Planning, Administration, Guardianship, Trusteeship, and Estate Litigation. With a strong professional network in Calgary, she has earned recognition as one of Avenue Magazine’s “Top 40 under 40.” In addition to her legal career, Christina is a dedicated Rotarian, actively contributing to her community and embodying the Rotary motto of “service above self.” Christina is known for her diligence, creativity, and compassion, and is deeply involved in the legal community, contributing to the Estate Bar and broader industry.
_________________________________________________________________________
When Financial Perspective Adds Clarity
At certain points, it can be useful to speak with someone who understands long-term planning, the financial aspects of legacy and responsibility, and how tax considerations can shape those decisions.
Connor, Clark & Lunn Private Capital Ltd.
Tom Stachiw has a decade of experience in the financial industry, with prior roles at Matco Financial Inc. and CWB Wealth Partners as a portfolio manager. He has developed a strong passion for stewarding client wealth and developing trusted relationships, with a focus on providing personalized client service to individuals, families, and small institutions. Tom is passionate about educating all his clients, including the next generation. He holds the Chartered Investment Management (CIM) designation and has a B.A.A. Finance from the University of Wisconsin University – Eau Claire.
_________________________________________________________________________
When Navigating Change Becomes Practical
Life transitions often raise practical questions about living arrangements, downsizing, or next steps. Having the right support can make those conversations easier to approach.
Your Senior’s Concierge
Feeling overwhelmed or short on time as you help a loved one or a client relocate? Your Senior’s Concierge takes the stress out of moving by providing seamless, full-service support—from move management to contractor coordination and paperwork assistance. We help seniors and their families navigate this transition with ease, so they can focus on what matters most: living their best lives. Reach out to see how Lisa Maragh and her team can help.
***************************************************
Organize My Space
Our “home-to-home” Seniors Transition Services are fully customizable and designed to make the decluttering, downsizing and moving process as smooth and stress-free as possible. Explore the possibilities and find the perfect solution for you!
Learning and reflection
Some people prefer to spend time understanding an issue on their own before speaking with anyone. If that’s your approach, these spaces offer context and perspective without requiring you to take action.
- The Estate Files on Substack
Longer-form reflections and real-world insight on estate planning, executor responsibilities, and legacy decisions, written for people who want clarity without jargon. - Articles and insights
Written pieces that explore common questions, misconceptions, and planning considerations related to estate planning, executors, and life transitions. - NEXsteps on YouTube
Videos that walk through common topics and questions, offering explanation and perspective in a conversational format.
These resources are meant to support your thinking, not to tell you what to do or when to do it.
A closing note
Resources can be useful at different points. Sometimes they help clarify a question. Sometimes they simply confirm that you’re thinking about the right things.
There’s no requirement to explore everything here, and no timeline you need to follow. What matters is finding information and support that fits your situation, when it makes sense for you.
If you’d like to take the next step
If questions begin to feel more personal, or if you’d like support thinking through your own circumstances, you’re welcome to learn more about how NEXsteps works or reach out for an initial conversation.
That conversation is simply a place to talk things through and see what, if anything, would be helpful next.
