Blog

Untangling Bureaucracy for the Great Wealth Transfer

Estate settlement is brutal. It must be redesigned for Gen Z.

A Will Is Not an Estate Plan

Why this distinction matters more than most Canadians—and their advisors—realize

Executor of a Will: What the Role Involves and When to Seek Professional Help

Preparing an estate plan and feeling unsure about who to name as executor, or even what the role entails? We explain below.

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.