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Segregated Fund

An insurance-based investment that can name a beneficiary.

Draft — pending review. This page has been prepared but has not yet been reviewed by a Canadian estates lawyer or a qualified scholar. Treat it as a starting point for questions, not as advice you should act on.

An insurance-based investment that can name a beneficiary.

In Islamic law

Another instrument that quietly removes value from the pool the shares apply to.

In Canadian law

Passes outside the estate like a life insurance policy, avoiding probate.

Across the madhahib

No significant difference between the four Sunni schools is recorded on this point in the sources reviewed. Where a specific case turns on it, ask a qualified scholar rather than relying on a general summary.

Canadian legal detail

Treadstone Law, an Ontario firm with a wills and estates practice, covers the Canadian side of this in more depth:

Important

This entry is general information, not legal or religious advice. Inheritance turns on the exact family circumstances. Confirm Canadian law with a lawyer in your province, and any religious ruling with a qualified scholar.

Citations & sources

Every factual claim on this page traces to one of the references below. Legislation and dollar thresholds change — verify against the primary source before relying on any figure.

Canadian legislation & government
  1. What to do when someone has died — Canada Revenue Agency
  2. Death of an RRSP annuitant — Canada Revenue Agency
Canadian legal commentary
  1. Tfsa withdrawal and recontribution rules ontario — Treadstone Law
  2. Can executor also be beneficiary ontario — Treadstone Law
  3. Notifying beneficiaries before probate application ontario — Treadstone Law
  4. Fix tfsa over contribution withdraw immediately — Treadstone Law
  5. Acb inherited securities ontario beneficiary — Treadstone Law
  6. Wills & estates practice — Treadstone Law