For the Person Who Wants to Leave Nothing to Chance
The Comprehensive Legacy & Lifestyle Planning Package is for individuals, couples and families who want to plan for more than what happens to their assets. It looks at the legal, financial, medical and housing decisions that come with getting older, whether you’re preparing for future care or simply want your wishes clearly written down.
It goes well beyond a document review, and it happens while you’re still the one making the decisions.
More Than a Will
A will and naming an Executor are important. But a will only comes into play after you die. While you’re alive, it’s more likely that your health, or your ability to manage your own affairs, will become the issue. A will doesn’t cover financial decisions, health decisions, housing, day-to-day care, or how your wishes get explained to the people who’ll carry them out.
This package helps you look at the whole picture, so these decisions get made on your terms instead of in a crisis.
What’s Included
The Comprehensive Legacy & Lifestyle Planning Package includes everything in the Essentials Package, plus additional support and tools for more complex situations.
- Two additional 45-minute planning sessions for deeper follow-up and adjustment
- A customized legacy map covering legal, financial, medical, and housing considerations
- A family communication strategy guide to support conversations with loved ones
- A document organizer (printable or digital) to keep everything in one place
- Referral support to vetted legal, financial, and housing professionals where appropriate
- Access to an optional Annual Estate & Legacy Plan Review at a preferred rate for the first year
Who This Service Is For
This package is ideal for:
- Individuals who want a complete review of their will, power of attorney and health care directive
- People who know legal documents are only one part of a complete plan, and want guidance on the financial, medical and housing pieces as well
- Families preparing for a move, future care decisions or other changes that come with getting older
- Anyone who wants clarity and structure in their overall planning
- Adult children supporting aging parents who want to reduce stress, conflict and confusion later
Why This Service Matters
Without a plan that covers more than the will, families end up making hard decisions under pressure. Nobody’s sure what care you’d want, where you’d want to live or how you’d want your finances handled. That leads to stress, disagreements and delays at a time when everyone’s already dealing with a lot.
The Comprehensive Legacy & Lifestyle Planning Package helps you:
- Make your wishes clear before an emergency
- Prepare for health care and housing needs in a thoughtful way
- Make sure the people you count on know what to do, and why you’ve made the choices you have
- Reduce the risk of unnecessary stress, confusion or legal delays later on
Certified Support You Can Trust
This service is delivered by Nancy Boisvert, Certified Executor Advisor (CEA). Nancy has acted as an Executor, a Power of Attorney and a Medical Representative more than once, so she knows what these decisions look like when they actually have to be made.
The work happens over several sessions, not one meeting. You can ask questions, take your time, and bring family members in when it makes sense.
What You Can Expect
- An initial conversation to clarify your goals, concerns, and family dynamics
- A review of your existing documents and current arrangements
- Guided planning sessions focused on legal, financial, medical, and housing considerations
- A customized legacy map that outlines your key decisions and next steps
- Tools and suggestions to help you communicate your plan to those who need to know
- Meetings are available in every province and territory by video call, and in person in the Calgary area. If you’ve sent your documents ahead, a phone call works too.
By the end, you’ll have a clearer, more complete picture of your plan, and practical next steps to take to your legal and financial professionals.
Next Steps
If you’d like to find out whether this package is right for you or your family, 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.
