Dayna Charlebois is a highly credentialed Estate Professional who plays a pivotal role at ClearEstate in shaping and strengthening the company’s estate planning and settlement solutions. With ten years of specialized experience in the estate and trust industry, and designations including Trust and Estate Practitioner (TEP) and Certified Estate Specialist (CES), Dayna ensures that ClearEstate’s product offering is both comprehensive and aligned with industry best practices.
Internally, Dayna serves as a trusted advisor and point of reference for ClearEstate’s teams, offering guidance on complex estate matters and helping refine processes that make estate administration more efficient and compassionate. Her blend of technical expertise and practical insight enables ClearEstate to continuously improve its platform and services for families navigating the estate process.
Beyond her work at ClearEstate, Dayna is the Deputy Chair of the STEP Ottawa Branch (Society of Trust and Estate Practitioners), reflecting her leadership and recognition within the broader estate planning community. Known for her energetic and approachable personality, she combines professional rigor with a passion for making estate planning and settlement more transparent and less burdensome.