Blog

Introducing Empathy to Estate Bureaucracy

ClearEstate’s origin story: how grief, inefficiency, and compassion inspired Alex to build a fintech that brings empathy and efficiency to estate planning and settlement

Thousands of Estates and One Lesson

ClearEstate’s CEO shares lessons from settling thousands of estates and redefining estate planning with empathy, innovation, and professional executorship

ClearEstate Achieves SOC 2 Type 2 Compliance – Your Data Security, Verified

ClearEstate again SOC 2 Type 2 compliant—proving our commitment to securing your most sensitive estate data, every day, with independently verified controls.

How Do Executors Mail Inheritance Checks?

Find out how inheritance checks are mailed, including security measures and what to do if there are delays in receiving them.

A Complete Guide to Probate in Canada

Learn how to handle probate in Canada, including costs, processes, and asset exemptions.

7 Critical Trust Fund Mistakes Parents Must Avoid in 2025

Setting up a trust fund? Learn the biggest mistake parents make and ensure your child's financial security with expert guidance.

Completing a Survivorship Application in Ontario: Key Steps

Learn how to navigate Ontario's survivorship application process effectively with our comprehensive guide.

Bare Trusts in Canada: Benefits & 2025 Tax Changes

Learn how bare trusts work in Canada. Discover key benefits, tax implications, and new 2025 CRA reporting exemptions.