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NEXT STEP EXECUTOR SERVICES

Certified Executor Advisors

ABOUT NEXT STEP

Who We Are

We aim to fill the gaps by providing information, guidance, products and services to Executors in all aspects of estate administration. Whether you want direction as a DIYer or you want someone to handle a portion or all of the administration of the estate for you, our Certified Executor Advisors are here to help. Our founders have over 35 years of combined experience in estate administration and estate planning and are members of the Canadian Institute or Certified Executor Advisors.

We can meet with you in person in our Edmonton or Calgary offices, at a public location throughout central Alberta or virtually online.

Disclaimer: Next Step Executor Services does not provide legal advice and is NOT a law firm.

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MEMBERSHIPS & ACCREDITATION
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WHY WORK WITH A CERTIFIED EXECUTOR ADVISOR?

Serving as an executor of an estate is a tough job. Executors may need the assistance of upwards of seventeen professions in order to get the job done. Certified Executor Advisors are experts in their own field but also have broad practical knowledge of everything the executor needs to know. As Certified Executor Advisors we are uniquely equipped to guide executors, steering them away from potential problems and towards the professionals and solutions they need.

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OUR TEAM

If you book an appointment with Next Step Executor Services, Certified Executor Advisors, you will meet one of our knowledgeable and compassionate founders who are the heart of our business. Our team is experienced, savvy, and most important of all, friendly.

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JESSICA BORTNICK

CERTIFIED EXECUTOR ADVISOR

Jessica is a Lawyer, Notary Public, Commissioner for Oaths and a member of the Canadian Institute of Certified Executor Advisors.

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DEBRA HORTON

CERTIFIED EXECUTOR ADVISOR

Debra is a Paralegal, Certified Legal Coach, Commissioner for Oaths and a member of the Canadian Institute for Certified Executor Advisors and The Legal Coaches Association.

SOME OF THE SERVICES AND PRODUCTS WE PROVIDE:

Check out our "Our Services" and "Our Products" pages for more details

PROBATE AND GRANT SERVICES

NOTARY SERVICES

COMMISSIONER FOR OATHS SERVICES

EXECUTOR GUIDANCE AND CONSULTATION SERVICES

BENEFICIARY AND WILL LOCATION

ESTATE ADMINISTRATION SERVICES

DOCUMENTS AND STANDARD LETTERS FOR DIY EXECUTORS

ESTATE DISTRIBUTION AND WIND DOWN SERVICES

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OUR HOURS

By Appointment Only

Monday - Friday: 8:30am - 4:30pm

Wednesday evenings: 6:30pm - 8:30pm

Saturdays: 12:00pm - 2:00pm

CONTACT US

If you are not an existing customer and have questions about an estate, please book an initial consultation on our website.

Please note that you must make an appointment.

53051 Range Road 224

Ardrossan, Alberta

T8E 2K4

Phone: (780) 670-0453

Fax: (780) 665-9506

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Disclaimer: Next Step Executor Services is a registered trade name of go Probate Inc.

Next Step Executor Services provides legal information, not legal advice and is NOT a law firm.

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