• Professional Executors to the Rescue with Christine Van Cauwenberghe
    Dec 2 2025

    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 and fairness. Plus, we tackle costs, common misconceptions, and whether a pro can also serve as your Power of Attorney.

    For more guidance, insight and resources on estate planning and administration, visit www.clearestate.com.

    Mehr anzeigen Weniger anzeigen
    1 Std.
  • The Executor's Burden with Carey Abma
    Oct 1 2025

    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, TEP, MTI, Head of Estate Planning & Settlement Solutions at ClearEstate—Sara will add technical expertise and advice to our discussions throughout the series.

    For more guidance, insight and resources on estate planning and administration, visit www.clearestate.com.

    Mehr anzeigen Weniger anzeigen
    1 Std. und 11 Min.
  • Know Your Assets with Doris Bonora
    Oct 1 2025

    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 left with a scavenger hunt.

    For more guidance, insight and resources on estate planning and administration, visit www.clearestate.com.

    Mehr anzeigen Weniger anzeigen
    1 Std. und 3 Min.
  • You Need a Will with Alex Gauthier
    Oct 1 2025

    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 from erupting.

    Subscribe to the ClearEstate Podcast for real-life stories, surprising lessons, and easy tips to get estate planning right—because your future shouldn't be left to chance.

    For more guidance, insight and resources on estate planning and administration, visit www.clearestate.com.

    Mehr anzeigen Weniger anzeigen
    59 Min.
  • Welcome & A Short History of Probate
    Oct 1 2025

    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 historically been viewed as prestigious, modern bureaucracies make the experience a frustrating ordeal that drags on for one or two years under the best of circumstances.

    Founded five years ago this fall, ClearEstate was created to fill a critical gap in estate guidance. Our team is dedicated to modernizing the process, making it accessible, affordable and as stress-free as possible for families.

    For more guidance, insight and resources on estate planning and administration, visit www.clearestate.com.

    Mehr anzeigen Weniger anzeigen
    14 Min.