ABOUT THIS PODCAST 🔗
ClearEstate's podcast brings together estate experts to discuss the challenges and solutions in estate planning and settlement. Learn how to protect your family, navigate probate efficiently, and ensure your legacy is handled with care.
Hosts:
Update frequency:
biweekly
Average audio length:
55 minutes
Guest interviews
English
Canada
23 episodes
since Oct. 1, 2025
episodic
LATEST EPISODE 🔗
Charitable giving can be about much more than writing a cheque. For families with significant wealth, a major gift can become part of an estate plan and ultimately an intergenerational legacy.
Julie Quenneville joins Sara Hillier to explore how major philanthropy can help families turn wealth into…
PREVIOUS EPISODES 🔗
Most Canadians expect executorship to be difficult. Most would still sign up for the job.
Pollster Will Daley joins Davide Pisanu to unpack ClearEstate's 2026 national survey of more than 3,000 adults on estate administration and executorship. They discuss why trust continues to shape family decis…
As AI takes on more of the administrative work behind financial advice, what becomes most valuable about the advisor?
Financial planner and Fintech Impact podcaster Jason Pereira, also a partner at Toronto's Woodgate Financial, joins Sara to discuss the rise of the AI-augmented advisor, why techno…
Assets and liabilities may form part of a legacy but they are rarely the whole story.
Sara Hillier is joined by Elena Iacono, founder of LegacyNex, to discuss what Elena describes as human inheritance: the stories, values, judgment and life lessons that traditional estate documents were never desi…
When a relationship with a wealth advisor is working, over time, the impact can extend far beyond one portfolio or generation. If optimized, these professional relationships can "change your family tree".
Brent Allen, a veteran wealth manager, head of sales at IG Wealth and member of ClearEstate's…
End-of-life planning is about assets but can also include the rituals, customs and cultural expectations families hope will live on.
Sara Hillier is joined by Pandit Roopnauth Sharma, founder and spiritual leader of Mississauga's Ram Mandir and president of the Hindu Federation of Canada, for a co…
At a certain level of wealth, legacy planning becomes a question of enoughness: what a family wants, what it needs and what it can share.
Philanthropist, investor and activist Claire Trottier joins Davide to discuss her personal reconciling of intergenerational wealth, social responsibility and fa…
Great legacies are rarely built alone.
Journalist Eric Andrew-Gee joins Davide to discuss Dr. Wilder Penfield, the celebrated neurosurgeon whose work helped map the human brain, and William Cone, the brilliant but largely forgotten collaborator beside him at the Montréal Neurological Institute. Dr…
Grief is universal but mourning is shaped by culture, ritual and community. In the first of many episodes on diverse end-of-life traditions, Sara explores Jewish mourning practices.
She is joined by writer and death educator Simcha Paull Raphael, author of the bestseller Jewish Views of the Afterl…
Heirlooms like fine art can create real value, and real complications for families when it's time to settle an estate.
A former appraiser joins Davide and Sara to explain how art, jewelry and collectibles are handled in estate administration, from provenance to probate. Drawing on over a decade of…
Disclaimer: The podcast and artwork embedded on this page are from ClearEstate, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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