No Will? The Courts Already Have a Plan for You

Watch on YouTube: Download Your Free Estate Planning Quick Reference form: In Episode 9 of our Second Act Retirement series, I look at why estate planning matters more than most people realize. I break down how having a will, powers of attorney, and beneficiary designations can spare your family stress, conflict, and legal headaches. Also in this episode: 📄 Learn the essential tools every Canadian retiree should include in their estate plan. 📱 See why digital assets and account access are the new must-haves in modern estate planning. 🏥 Learn about advanced medical directives and how they give you a voice when you can’t speak. 📁 Learn how to build an “estate binder” that keeps everything organized and accessible. ✅ Get practical next steps and a free checklist to help you take action today. Thank you to Harvest ETFs for supporting this important series. Learn more about the Harvest Low Volatility Canadian Equity Income ETF: Stay informed with topical insights from Harvest ETFs professionals: Chapters 00:00 Intro 00:52 The Big Challenge 01:41 Your Will 03:12 Powers of Attorney 04:32 Beneficiary Designations 05:54 Digital Assets 06:59 Retirement Investing with Harvest ETFs 08:39 Advanced Tools 09:03 Trusts 10:14 Taxes & Strategies 11:47 Medical Directives 12:49 Communication & Accessibility 13:40 Taking Action 14:08 Free Estate Planning Essentials Checklist 14:29 Next Episode: Investing in Retirement 📥

You can listen to No Will? The Courts Already Have a Plan for You online on Radio and Podcast. Open the player on this page to stream the available audio.

No Will? The Courts Already Have a Plan for You is an episode from The Investing Academy Podcast by Brandon Beavis, Marc Beavis.

This episode is 15:51 long.

This episode was published on Oct 31, 2025.

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