Testimonials

Stefan Rasporich, Director of OPs, Infinite Mind Pictures

“As the founder of NEXsteps Nancy empowers you to deeply consider taking on the job of being an executor. She is no-nonsense with the facts yet sensitive to your situation and provides you with the tools to discover what you didn’t realize you needed to know. Her in-house developed Will assessment tool is comprehensive and asks you vetted questions. The whole experience of working with Nancy gives you a sense of being prepared for your own legacy while also feeling prepared for the challenges of your concurrent executor duties.”

Jonathan C.

“I was overwhelmed by all the legal paperwork and the complexity of estate planning. Working with Nancy made everything so much clearer. She guided me step by step, answered all my questions, and gave me peace of mind knowing that my wishes are properly documented. I feel secure and confident about the future thanks to her expertise.”

Tammy Deausy, Regional Director of Operations – West Coast Seniors Housing Management (On why NEXsteps exists)

“You have hit every nail on the head when it comes to the confusion, stress, barriers and road blocks that occur to navigate this complex system, when it should be so easy. There are so many layered challenges. People think they are speaking the same language and yet we come to find we are not. You add the residential care regulations alongside the community care and assisted living act, peoples heads explode. Now let’s add the POA, which differs from a medical rep agreement and then talk about a MOST. Having a personalized tour guide, who has had first hand experience and broad understanding not just of interprovincial regulations but the politics that can be associated would be beneficial not just to those caring and or looking out for this vulnerable sector but also being an advocate for those seniors themselves.”

Joey Beltrano, Vice President Operations – West Coast Seniors Housing Management (Who nominated Nancy for the 2023 Family Champion Award – BC Care Providers Association and EngAgeBC)

“Nancy you don’t know the impact you have made on Summerland, the residents, staff and me. You inspire me and when I read the family champion, you are the champion in so many ways.”

Nicole G.

“What I appreciated most about NEXsteps was the attention to my family’s specific situation. Estate planning isn’t one-size-fits-all. Nancy took time to understand what we needed with our special family circumstances and blended family issues, and helped us customize our plan accordingly.”

James T.

“After my father passed, dealing with estate administration felt like navigating a maze. Nancy helped me through probate, the creditor notifications, the tax and accounting requirements, and helped me understand and stay on top of the legal filings with professionalism and compassion. I was kept informed throughout, and I could trust that nothing was being overlooked.” 

Patricia S.

“I was overwhelmed by everything involved in settling my mom’s estate. Nancy’s knowledge and expertise helped me understand what needed to be done, stay organized, and move through the process with confidence.”

Michael B.

“Working with Nancy made estate planning much clearer for our family. Her experience as a Certified Executor Advisor helped us look at the details we might otherwise have overlooked and get our plans in order.”

Sarah W.

“I’d never heard of a Certified Executor Advisor before working with Nancy. She helped us look at the bigger picture, organize the details, and make estate planning feel much more manageable.”

David L.

“Working with Nancy gave us peace of mind knowing our estate plan was in order and our wishes were clearly documented.”

Teresa B.

“I highly recommend NEXsteps to anyone who wants peace of mind knowing their estate is properly planned.”

Olivia H.

“I had no idea where to start with my parents’ estate planning. Working with Nancy made the process so much easier and gave us the guidance we needed to move forward.”

Luke I.

“I don’t know where my family and I would be without the guidance and support of NEXsteps. They have truly made a positive impact on our lives.”

Dean B.

“NEXsteps has been a real help to our family. Working with Nancy gave us the guidance and practical support we needed to get our estate plans organized and in place.”

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Nancy’s work in service of others goes back further than NEXsteps.