Incapacity and Planning for the Unexpected with Dr. Daren Heyland
The End Game
We all plan for the future, but what happens if you can’t make decisions for yourself? Joining Davide and Sara is Dr. Daren Heyland, founder of the Plan Well Guide and Professor of Medicine and Epidemiology at Queen's University. The emergency care physician, and advocate for medical care plans that cover serious injury or illness, speaks about the tough reality of incapacity, common mistakes, and why so many put off this crucial part of planning. We cover important scenarios you might not expect—including how Medical Assistance in Dying (MAID) fits into the picture. For more...
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Professional Executors to the Rescue with Christine Van Cauwenberghe
The End Game
When estate matters get complex, emotions run high, or family dynamics get tricky, a professional executor can be a game changer. Joining host and ClearEstate CEO Davide Pisanu is Christine Van Cauwenberghe, one of Canada's foremost experts on such matters and the co-author, with Blair Evans, of Wealth Planning Strategies for Canadians, which will soon print its 20th edition. Christine is the head of Financial Planning for IG Wealth Management. We break down what a professional executor does, when it’s worth bringing one on board, and how they handle tough situations with expertise...
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The Executor's Burden with Carey Abma
The End Game
Being an executor is more than just signing papers—it’s a demanding, often emotional job that few fully understand. With the help of two certified estate professionals, we dive into the real workload, time commitment, and risks executors face; plus hear stories of when things got unexpectedly complicated. Learn the common pitfalls, how to handle conflicts of interest, and get practical tips for executors to protect themselves and keep family peace during a tough time. Joining ClearEstate CEO Davide Pisanu to discuss their challenging work are colleagues Carey Abma, TEP and Sara Hillier,...
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Know Your Assets with Doris Bonora
The End Game
Think you know everything you own? Think again. Joining ClearEstate CEO Davide Pisanu is Doris Bonora, TEP, KC—Partner, National Leader for Estates and Trusts at KPMG Law Canada. From forgotten bank accounts to digital assets you didn’t realize mattered, we explore what people overlook in their estate plans and why it can cause big headaches later. Hear about the most surprising things ever left in a Will (yes, pets are on the list), how joint ownership and beneficiary designations can completely change who gets what, and the smartest way to organize your estate so your executor isn’t...
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You Need a Will with Alex Gauthier
The End Game
No Will? Big mistake. Whether you own a house, have kids, or just a few keepsakes, you need one—and we’ll explain why. ClearEstate co-founder and CEO Davide Pisanu begins this discussion series by speaking with colleague, friend and fellow co-founder Alex Gauthier, whose personal estate horror stories inspired the creation of ClearEstate. Estate planning is one of the most underrated acts of empathy and goodwill toward your closest loved ones. We’ll discover the must-haves and unexpected options that belong in your will, the most common DIY slip-ups, and how to keep family feuds...
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Welcome & A Short History of Probate
The End Game
No one wants to think about death. Let alone talk about it. Or plan for it. But that's precisely what we'll be doing here on the ClearEstate Podcast. Join co-founder and CEO Davide Pisanu for a discussion series where we get real about estate planning and administration, and our efforts to disrupt old systems with new technology, and a good dose of empathy. In this introductory episode, Davide explains how the process of estate settlement hasn't fundamentally changed in centuries, with the roots of probate dating back to the Middle Ages. While being named as an estate's executor has...
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Joining ClearEstate CEO Davide Pisanu is Doris Bonora, TEP, KC—Partner, National Leader for Estates and Trusts at KPMG Law Canada.
From forgotten bank accounts to digital assets you didn’t realize mattered, we explore what people overlook in their estate plans and why it can cause big headaches later.
Hear about the most surprising things ever left in a Will (yes, pets are on the list), how joint ownership and beneficiary designations can completely change who gets what, and the smartest way to organize your estate so your executor isn’t left with a scavenger hunt.
For more guidance, insight and resources on estate planning and administration, visit www.clearestate.com.