Claim OwnershipAgapi Marketing/NEXsteps
Changing Perceptions... Transforming Lives
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Welcome to the Agapi/NEXsteps Podcast.
At NEXsteps, we help individuals and families prepare for the future with clarity and confidence. Whether you're creating a legacy plan, settling an estate, or navigating life transitions, our videos offer expert insights and practical support. Certified Executor Advisor Nancy Boisvert covers topics such as; legacy & lifestyle planning, executor guidance & estate administration, housing, health & legal considerations, and offers real-life stories & planning tips. Disclaimer: Content is for informational purposes only.
At NEXsteps, we help individuals and families prepare for the future with clarity and confidence. Whether you're creating a legacy plan, settling an estate, or navigating life transitions, our videos offer expert insights and practical support. Certified Executor Advisor Nancy Boisvert covers topics such as; legacy & lifestyle planning, executor guidance & estate administration, housing, health & legal considerations, and offers real-life stories & planning tips. Disclaimer: Content is for informational purposes only.
146 Episodes
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Filing the final tax return is one of the most misunderstood executor duties, and one of the most important. This week, we discuss what executors must do, when to file, and how to avoid costly CRA mistakes.We’ll also talk about optional returns, clearance certificates, and how planning ahead can prevent major delays.Listen now, then read the companion article for full details: https://agapimarketing.com/nexsteps/the-executors-guide-to-the-final-return/#nexsteps #executor #estateplanning #taxplanning#financialliteracy #estateadmin
You’ve named your executor, but have you prepared them?In this episode, I discuss what every testator and executor should understand about the practical side of estate administration. We’ll look at key responsibilities, common emotional hurdles, and why clarity before death can make all the difference afterward.The article that accompanies this episode includes more detail and real-life examples that show how preparation can prevent family conflict and confusion.Listen to the conversation, then read the full article for those stories and practical guidance:Learn more at NEXsteps#nexsteps #executor #estateplanning #probate #legacyplanning
Preparing your will does not have to be stressful or complicated. In this week's episode, we introduce you to "9 essential steps to help you prepare your will" with clarity and confidence so your wishes are honoured and your loved ones are protected.In the full article on the website, you will learn how to choose the right executor, what to include, how to manage sentimental items like grandma’s vase, and why honest conversations now can prevent conflict later.After listening, read the full article to learn more and access the free downloadable checklist that accompanies this episode.Learn more at NEXsteps or read all our articles at AgapiWe're also now on Substack. Subscribe to The Estate Files.#nexsteps #estateplanning #willsandestates #legacyplanning #canada #peaceofmind #familyharmony
In this episode, I talk about why so many people avoid discussing death, money, and legacy , and how secrecy often creates confusion and conflict. See how honest, compassionate conversations can bring clarity, peace of mind, and lasting understanding for your family.Learn more by reading the full article.Visit NEXsteps to learn how we help.#nexsteps #thesecretswekeep #estateplanning #legacyplanning#talkingaboutdeathandmoney #CertifiedExecutorAdvisor
Being named executor is an honour, but it can also be one of the toughest roles you’ll ever take on. In this episode we explore the emotional side of being an executor. Learn how executor duties often collide with family emotions, and learn practical ways to manage communication, reduce tension, and stay organized while honouring your loved one’s wishes. If you’ve been named executor or expect to be, this conversation will help you approach the role with confidence, compassion, and clarity.Read the full article.Learn more at NEXsteps
Estate planning nightmares aren’t fiction — they happen every day. Certified Executor Advisor Nancy Boisvert shares real-life stories of what can go wrong when planning is incomplete or outdated. Learn how small mistakes can create big challenges, and how a well-prepared plan can bring comfort, clarity, and peace of mind to the people you care about most.Read the full article. Learn more at NEXsteps or Agapi
When Dr. Jane Goodall recorded her final reflections, meant to be heard only after her death, she created something far more powerful than a documentary. She created a legacy message.In this week's episode, we talk about the idea of “Heirlooms of the Heart” and how to leave a message that carries your voice, values, and love long after you are gone. A legacy message is not about money or possessions; it is about meaning. It can be a letter, a video, or a simple recording that becomes a living connection between you and those you care about most.Nancy Boisvert, Certified Executor Advisor and founder of NEXsteps, shares how to create your own legacy message, what to include, and how to ensure it endures for generations.Your greatest legacy is not what you owned. It is what you shared.Read the full article and explore our other legacy planning tools.
Estate planning isn’t just about death. It’s about livingwell today, protecting yourself if something happens tomorrow, and preparing your loved ones for the future.In this episode, "Estate Planning: By Design or By Disaster?", I explore the difference between planning ahead with intention and leaving things unprepared. Real-life stories illustrate how design leads to peace of mind, while disaster brings conflict and stress.Read the full article.Learn more at NEXsteps or Agapi. #EstatePlanning #nexsteps
Grief is never easy, but estate planning can make a world of difference in how families experience it. In this episode, we explore the idea of “good " grief; grief that, while still painful, isn’t weighed down by confusion, missing documents, or family disputes.You’ll hear how outdated or incomplete plans can create what "heavy" grief, when legal conflicts and unanswered questions make mourning harder. We’ll also talk about the steps you can take to help your loved ones avoid that burden, from keeping your will current to supporting the executor you choose.Estate planning isn’t only about money. It’s about giving your family clarity and peace of mind when they need it most. That’s the gift of "good " grief.Read the full article. Learn more at NEXsteps or Agapi
What can Netflix’s "My Life with the Walter Boys" teach us about estate planning? A lot more than you might think.In this episode, we unpack the Walter Boys estate planning storyline: from outdated wills to missing insurance, guardianship struggles, and the importance of communication. These fictional gaps create drama on screen, but in real life, they can cause real hardship for families left behind.You’ll learn:Why financial security for children isn’t automaticHow often wills should be updated (and why)The hidden burden of guardianship without supportWhy trusts and beneficiary designations matterThe conversations every family should be having nowPop culture may dramatize these issues, but the lessons are clear: estate planning protects your loved ones and prevents chaos.🎧 Listen now, then read the full article.Visit https://nexsteps.ca/ or https://agapimarketing.com/ to explore resources that help you plan with confidence.#nexsteps #estateplanning #WalterBoys
Executor duties aren’t just paperwork—they’re personal, stressful, and often overwhelming. In this episode, I explain what a Certified Executor Advisor (CEA) is, what the training covers, and how this designation helps families through estate settlement.Hear real-life examples of how CEAs provide clarity, reduce delays, and give executors the confidence to move forward.Whether you’re planning your estate or carrying out a loved one’s wishes, this episode will show you how a CEA can help.Read the full article.Learn more at https://agapimarketing.com/ or https://nexsteps.ca/#ExecutorSupport #EstateAdministration #nexsteps
What’s the real difference between a will and an estate plan? Too often, people think they’re the same thing, until their families are left dealing with delays, disputes, and unexpected costs. In this episode, I break down why a will is only a “die and distribute” tool, and why true estate planning is about much more: protecting loved ones, reducing conflict, and preserving your legacy. Through real-life stories in this week's article, I’ll show you how the right plan can make all the difference. Learn more about my services.#nexsteps
You’ve been named executor—now what? Executor duties aren’t just paperwork—they’re deeply personal. In this episode, I share a compassionate executor survival guide to help you manage the emotional, legal, and logistical weight of settling someone else’s estate. From grief and burnout to real-life examples and expert tips, you’ll learn how to protect your peace of mind while fulfilling one of life’s most important roles. Read the full articleLearn more at https://agapimarketing.com/ or https://nexsteps.ca
Some of the worst estate planning advice sounds simple — but it can cost your family dearly in time, money, and peace of mind.In this episode, I share the 7 most damaging estate planning myths I hear most often and explain why they’re so risky.Listen now to learn how smart planning can protect your loved ones and safeguard your legacy.Read the full article.Visit NEXsteps to learn more about our services.#EstatePlanning #LegacyPlanning #ExecutorSupport#WorstEstatePlanningAdvice #NEXsteps
DIY estate planning may sound like a smart, cost-saving move - but it can create more problems than it solves. In this episode, Certified Executor Advisor Nancy Boisvert explains the hidden risks of DIY wills and trusts, shares real-world examples of costly mistakes, and explores when tools like alter ego trusts make sense (and when they don’t).Estate planning is about more than documents; it’s about protecting your legacy.Read the article or watch the video.Learn more at https://nexsteps.ca/#DIYestateplanning #EstatePlanning #LegacyPlanning#ExecutorAdvisor #AvoidProbate #nexsteps
Having a will and powers of attorney in place doesn’t always guarantee a smooth estate settlement. Executors can still face months—or even years—of delays caused by missing details, outdated information, or disputes no one expected.In this episode, I explore the 7 most common problems that slow down estate settlement, including outdated beneficiary designations, hidden bank accounts, CRA tax filing delays, and more. You’ll hear real-life examples of how small oversights created big setbacks—and discover practical strategies to help your executor avoid these costly mistakes.If you want your estate plan to work in practice—not just on paper—this episode will show you how to close the gap between planning and reality.Listen now and take steps to ensure your loved ones aren’t left with stress, expense, and delays.Read the full article.#EstateSettlementDelays #EstatePlanning #ExecutorSupport #EstateAdministrationTips
Why do so many people put off estate planning—even when they know it’s essential?In this episode, we talk about the real reasons behind the delay. It’s not always procrastination or lack of knowledge—it’s emotional. Fear of death. Family conflict. Guilt. Denial. Even grief for things that haven’t happened yet.If you or someone you know has been avoiding estate planning, this episode will help you understand what’s really going on—and what you can do to move forward.Read the full article. Visit https://nexsteps.ca or contact me directly to learn how I can help.#EstatePlanning #LegacyPlanning #ExecutorSupport #Grief #EmotionalHealth #EndOfLifePlanning #SpotifyPodcast #NEXsteps #PlanWithPurpose
What happens if you don’t have anyone to name as your executor? No family, no friends, no one you trust to carry out your final wishes?In this episode, I share the reality of people who are aging solo — those who’ve outlived their family and friends or simply don’t have anyone willing or able to take on the legal and emotional burden of being an executor.This is a must-listen if you’re aging alone, supporting someone who is, or just unsure who to name in your will. Learn more at: https://nexsteps.ca or https://agapimarketing.com/Read the full article#EstatePlanning #AgingAlone #ExecutorSupport #LegacyPlanning #SoloAging #NEXsteps
Estate planning isn’t just about paperwork—it’s about protecting your wishes, your family, and your legacy. In this episode, I break down 3 of the most common estate planning mistakes and explain how to avoid them.Whether you already have a plan or don’t know where to start, this conversation will help you think critically about your will, your executor, and the conversations you may be avoiding. Planning wisely now can prevent stress, delay, and costly errors later.Read the article or visit NEXsteps to learn more.#EstatePlanning #ExecutorSupport #LegacyPlanning #WillsAndEstates #NEXsteps
Think you don’t need a will? In this episode, we dive into five “perfectly reasonable” reasons to avoid estate planning—tongue firmly in cheek. From trusting the government to assuming your teenager is ready to inherit everything, this light-hearted take reveals what really happens when you leave things to chance.Want real-life examples and deeper insight?Read the full article and explore how NEXsteps can help you plan wisely—for today and tomorrow.
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