The Hidden Dangers of DIY Estate Plans episode artwork

EPISODE · Aug 28, 2025 · 8 MIN

The Hidden Dangers of DIY Estate Plans

from Agapi Marketing/NEXsteps Changing Perceptions... Transforming Lives · host Nancy Boisvert

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

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

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The Hidden Dangers of DIY Estate Plans

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How long is this episode of Agapi Marketing/NEXsteps Changing Perceptions... Transforming Lives?

This episode is 8 minutes long.

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This episode was published on August 28, 2025.

What is this episode about?

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...

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