Agapi Marketing/NEXsteps Changing Perceptions... Transforming Lives

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.

  1. Forget Resolutions: New Years Revolution 2026

    6D AGO

    Forget Resolutions: New Years Revolution 2026

    As we step into 2026, it’s time to rethink the idea of New Year’s resolutions. In this New Year’s message, Nancy Boisvert invites you to consider a different approach: a New Year’s Revolution rooted in clarity, intention, and peace of mind. Instead of goals that fade within weeks, this episode focuses on making thoughtful decisions that truly support the life you want to live and the people you care about. Nancy reflects on why estate planning conversations are so often postponed, why clarity matters more than motivation, and how creating a solid foundation with a will, power of attorney, and medical directive can be an empowering step forward. This episode is not about pressure or fear. It is about confidence, communication, and choosing to plan with intention. You can also read the full article. If 2026 is the year you are ready to stop avoiding and start planning, this message is for you. Learn more at https://nexsteps.ca/ Disclaimer: This content is for general informational purposes only and is not legal, financial, medical, or tax advice. #nexsteps #estateplanning #legacyplanning #newyearmessage #planningahead #peaceofmind

    2 min
  2. A Holiday Message of Gratitude and Reflection

    12/23/2025

    A Holiday Message of Gratitude and Reflection

    This is a simple holiday message to say thank you. The holidays are often a time for reflection, connection, and thinking about the people we care about most. In this short episode, I share a message of gratitude along with a gentle reminder that planning is an act of care, not something to be feared or avoided. There's also a light-hearted message from a familiar holiday guest, encouraging thoughtful conversations and written plans that can bring clarity and peace of mind to the people we love. Wishing you warmth, rest, and meaningful moments this holiday season. Read the article here. #nexsteps #Aholidaymessage #estateplanning #legacyplanning #holidayreflection Disclaimer: This content is for general information only and is not legal, financial, medical, or tax advice.

    3 min
  3. Plans are Worthless, but Planning is Everything

    12/18/2025

    Plans are Worthless, but Planning is Everything

    Dwight D. Eisenhower’s quote, “Plans are worthless, butplanning is everything,” captures the heart of today’s episode. Estate planning is not a one time task. Even the best drafted documents can become outdated long before they become invalid. When that happens, families face unnecessary stress, executors are left without clear direction, and important decisions become much harder. In this episode, we explore why your estate plan should evolve as your life evolves, the risks of leaving documents untouched, and the simple steps that help keep your wishes clear and easy to follow. If your estate plan hasn’t been reviewed in a while, this conversation is for you. Read the full article. #EstatePlanning #PodcastForSeniors #ExecutorHelp#LegacyPlanning #AgingAndCare #PlanningAhead #nexsteps

    7 min
  4. How to Talk About Your Estate Plan to Prevent Family Conflict

    12/11/2025

    How to Talk About Your Estate Plan to Prevent Family Conflict

    Many people who complete their estate plan never actually talk about it. Unfortunately, silence can cause confusion and conflict for the families left behind. In this episode, we discuss how open conversations about your estate plan can bring clarity, protect relationships, and prevent misunderstandings. In our article, you’ll read real examples of families who turned potential disputes into opportunities for trust and connection. Estate planning is not just about dividing assets. It’s about sharing intentions, values, and love. Read the article to learn more. #nexsteps #estateplanning #estateconversations#familycommunication #conflictprevention #trustbuilding

    7 min
  5. The Executor’s Guide to the Final Return

    12/04/2025

    The Executor’s Guide to the Final Return

    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

    10 min
  6. How to Prepare Your Executor (and Protect Your Legacy)

    11/27/2025

    How to Prepare Your Executor (and Protect Your Legacy)

    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

    8 min
  7. How to Prepare Your Will: 9 Steps to Keep the Peace in the Family

    11/20/2025

    How to Prepare Your Will: 9 Steps to Keep the Peace in the Family

    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 Agapi We're also now on Substack. Subscribe to The Estate Files. #nexsteps #estateplanning #willsandestates #legacyplanning #canada #peaceofmind #familyharmony

    9 min
  8. The Secrets We Keep: Talking About Death and Money

    11/13/2025

    The Secrets We Keep: Talking About Death and Money

    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

    8 min
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About

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.

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