NexuServe
SECURE • A Kirby Legacy Group Company

Protect What You've Built.
Secure What Comes Next.

NexuServe helps individuals, families, and businesses identify protection needs and connect with appropriate solutions for the people, assets, organizations, and legacies that matter most.

Explore Insurance & Protection Explore Wills & Legacy

Insurance & Protection Solutions

Start with the protection need that matters to you. When insurance is appropriate, NexuServe can connect clients with appropriately licensed independent insurance professionals and third-party providers.

Life Insurance

Explore available life insurance options that may help provide financial protection for the people who depend on you. Eligibility, rates, benefits, and availability depend on the issuing carrier, product, application, and underwriting.

Retirement & Long-Term Protection

Connect with licensed professionals to discuss available insurance-based strategies that may support long-term protection or retirement objectives, including products such as Indexed Universal Life when appropriate to the client's circumstances.

Business Insurance

Connect with commercial insurance professionals who can evaluate available coverage options for operations, property, liability, people, and other business risks based on the needs of the organization.

Specialized Protection Connections

Some needs require specialized licensed or professional assistance. NexuServe can help identify the appropriate type of provider and facilitate a connection rather than treating every protection need as the same.

NexuServe Legacy Services

Online Will & Legacy Document Services

NexuServe is developing a guided self-service experience designed to help individuals organize essential legacy information and prepare supported document packages based on the information they provide.

  • Guided, step-by-step online intake for essential will and legacy information
  • Supported document-preparation workflows based on the selected service and jurisdiction
  • Signing, witness, and notarization guidance applicable to the document and jurisdiction
  • Secure handling of sensitive intake and document information
  • Review of the intake for issues that may fall outside the scope of a self-service document offering
  • Optional connection to an independent attorney when individualized legal advice, review, or representation is needed

Important: NexuServe is not a law firm and does not provide legal advice or attorney representation. The online will and legacy-document service is being developed as a self-service document-preparation and guidance offering. Service availability, supported documents, and execution requirements may vary by jurisdiction.

COMING SOON • ONLINE WILL & LEGACY DOCUMENT SERVICE
NexuServe Branded Smart Intake

Your need determines your path.

Our client experience is being designed to begin with a simple question: What would you like to protect? From there, the guided intake will present only the questions relevant to the selected need. The technology stays backstage; the client experiences NexuServe.

Insurance products are offered through appropriately licensed third-party insurance professionals and issuing carriers. NexuServe is not an insurance carrier and does not underwrite insurance policies. Coverage is subject to carrier eligibility, application, underwriting, product availability, terms, and approval. Rates, benefits, coverage, and terms are not guaranteed. Full Disclosure
Insurance inquiries may be referred or connected to appropriately licensed independent insurance professionals, brokers, agencies, carriers, or other authorized providers as appropriate. Product availability, licensing requirements, underwriting standards, rates, benefits, and terms vary by state, provider, product, and applicant circumstances. Submission of an inquiry does not constitute an insurance application, offer, approval, or guarantee of coverage.

NexuServe's planned online will and legacy-document services are separate from insurance services. NexuServe is not a law firm and does not provide legal advice, tax advice, attorney representation, or individualized legal conclusions. Legal matters requiring individualized advice, document interpretation, complex estate planning, or representation should be handled by an appropriately licensed attorney. Supported services, document options, execution requirements, and professional referrals may vary by jurisdiction.