Knowing what’s next keeps you one step ahead.
We are not just an online checklist. We’re real, helpful people who’ve thought through every step, so you’ll always be one step ahead.
Everything you need to settle your loved one’s estate is right here Book your free consultation
Joanna Hanson
Being an executor is hard. Hard, but not impossible.
We’re ClearEstate, and we’re here to lend a hand when you need it most.
How? By putting everything you need—every step, form, meeting, and estate professional—all in one place.
We’ll give it to you straight — it’s going to be a lot of work. But that’s where we come in.
ClearEstate Settlement
- Dedicated Estate Professional
- Automated probate filing
- Assets, liabilities and inventory aggregation tools
- Terminal and estate tax filing
- Beneficiary portal
- Automated estate accounting
ClearEstate Planning
- Guided Estate organization
- Executor Selection Advice
- Documented estate wishes
- Asset transfer optimization
- Ecosystem of Financial Planners
- Final arrangements portal
- Will reviewed by independent 3rd party wills & estate attorney
Did you know?
On average, an estate can take 16 months to settle. With ClearEstate, you can save over 120 hours and $8,500 in fees on average.
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