The deceased purchased two retirement savings plans and designated family members as beneficiaries.
Shortly before her death, she executed a holograph will listing her assets, including the plans, and leaving bequests to various individuals and charities.
The estate trustee argued the will implicitly revoked the prior designations.
The Court of Appeal dismissed the appeal, holding that under sections 51 and 52 of the Succession Law Reform Act, a revocation or designation in a will must relate expressly to the plan or the prior designation.
The holograph will failed to meet these statutory requirements, so the original beneficiary designations remained valid.