Our Comprehensive Services

We take a holistic approach to legacy and lifestyle planning. If you’re exploring options, feel free to browse our service packages or get in touch.

Ready for clarity? Use the button below to book your complimentary 20‑minute consultation.

Ready to gain clarity?

Book Your Complimentary 20‑Minute Consultation

A no-pressure conversation to explore your estate questions, executor responsibilities, or family concerns—and discover how NEXsteps may support you.

Financial Review

Ensure your financial future. We offer a thorough financial review with personalized suggestions. If you aren’t working with a financial professional, we’ll connect you with one who aligns with your specific needs.

Personal Wellbeing

We take a holistic approach to legacy & lifestyle planning, helping you preserve your values, protect your assets, and enjoy the quality of life you’ve earned at every stage of life.

Housing Transitions

housing transitions

We help you plan your future housing needs with affordability and comfort, whether you’re downsizing, moving into a retirement community, or exploring other options.

Legal Preparation

legal preparations

Creating your legal documents is more than just completing paperwork—it’s about securing your loved ones’ future. We’re here to help you navigate these important documents.

Estate Administration Services

We provide professional estate administration services, helping executors and families navigate the legal and financial responsibilities of settling an estate with clarity and efficiency. Certification as a Certified Executor Advisor ensures not only that your legacy and lifestyle are thoughtfully aligned with your values and goals for the future, but that your estate is settled with clarity, efficiency and care.