DiscoverAgapi Marketing/NEXsteps Changing Perceptions... Transforming Lives
Agapi Marketing/NEXsteps
 Changing Perceptions... Transforming Lives
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Agapi Marketing/NEXsteps Changing Perceptions... Transforming Lives

Author: Nancy Boisvert

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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.


140 Episodes
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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.
What happens when you don’t have a spouse, children, or nearby family to speak for you? In this episode, Certified Executor Advisor Nancy Boisvert shares practical, compassionate guidance for those living solo who want to plan ahead with confidence.We explore how to:✅ Appoint the right Power of Attorney and executor✅ Build a trusted circle of support—even without family✅ Prepare for housing transitions on your terms✅ Keep your plan up to date with regular reviewsWhether you’re solo by choice or circumstance, this episode offers empowering insights to help you protect your voice, your values, and your future.Learn more at https://nexsteps.ca or book a consultation at https://agapimarketing.com/#SoloLiving #EstatePlanning #PowerOfAttorney #CertifiedExecutorAdvisor #LifePlanning #NEXsteps
What would you say if you had five minutes to tell your loved ones what matters most? In this episode, we explore the power of legacy letters—personal messages that outlive us and speak to the hearts of those we care about.You’ll learn what a legacy letter is, why it matters, and how it can become one of the most meaningful parts of your legacy planning. In my article, I’ll share real-life examples, offer ideas for what to include, and give you a simple starting point if you’re ready to write your own.Whether you’re planning for the future or simply reflecting on what matters most, this conversation will inspire you to put your thoughts into words that last.For more on legacy planning and resources to help you get started, visit NEXsteps.ca or read the full article.
What really happens when someone dies without a will in Canada? In this episode, I break down the legal consequences of dying intestate, what the law says about who inherits, and why assuming “my family will figure it out” can lead to conflict, delays, and even court battles.I also share real-world insights from my work as a Certified Executor Advisor and Personal Fiduciary—plus steps you can take right now to protect your loved ones and your legacy.📌 If you’ve been putting off your will, or you’re not sure what would happen to your estate today, this episode is for you.👉 Learn more at https://www.nexsteps.ca🔗 Book a consultation or explore our services#EstatePlanning #LegacyPlanning #NoWill #ExecutorSupport #NEXsteps
You’ve got a will—but is your plan really complete?In this episode, we explore what most wills miss—from digital assets and caregiving wishes to sentimental keepsakes and family values. A legal will covers your assets, but a true legacy plan captures so much more.I’ll walk you through:Why your will may be legally sound but personally incompleteThe emotional and practical gaps most families discover too lateA checklist of what a complete legacy plan should includeHow to make things easier for your loved ones—and your executor📘 Read the full article:👉 https://agapimarketing.com/nexsteps/what-most-wills-miss/🌐 Learn more about Legacy & Lifestyle Planning:👉 https://nexsteps.caWhether you’ve already written a will or are just getting started, this episode will help you think beyond the paperwork and leave behind something that truly reflects your life.🎧 Tune in—and let’s make your legacy more than just legal.#LegacyPlanning #EstatePlanning #WhatMostWillsMiss #ExecutorSupport #DigitalLegacy #NEXsteps
The Power of Purpose

The Power of Purpose

2025-06-1905:25

What happens when retirement arrives—or when caregiving ends—and you’re left wondering, “Now what?”In this episode, we explore how purpose evolves through life’s transitions. You’ll hear the moving story of a man who walked his wife in her wheelchair every day—until her passing. But his story didn’t end there. Today, he’s volunteering, bringing the same quiet compassion to others in need.We also spotlight a second act you might not expect: a retired tech professional who became a published fiction writer. From caregiving to creativity, these stories show how meaning and purpose can be reignited at any stage of life.Whether you're planning for retirement, grieving a loss, or seeking a more intentional future—this episode will inspire you to think differently about what comes next.🧭 Learn more about legacy and lifestyle planning at nexsteps.ca
Ontario has rolled out sweeping changes to its probate laws: making virtual witnessing of wills permanent, redefining spousal inheritance rights, and giving courts new powers to validate improperly signed documents.But these reforms aren’t just Ontario’s business. They reflect a larger shift in estate planning law that could impact Canadians from coast to coast.In this episode, we unpack what’s changed, why it matters, and what steps you should take to make sure your estate plan still works—especially if it hasn’t been reviewed in a while.🎧 Whether you're an executor, a legal professional, or someone simply thinking ahead, this episode will help you stay informed and proactive.Read the full article.🔗 Learn more at: https://nexsteps.ca#EstatePlanning #ProbateReform #OntarioLaw #ExecutorSupport #DigitalWills #CanadianLaw #LegacyPlanning #NEXsteps
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