Estate Planning

Should a Family Member Be an Executor? Key Considerations and Alternatives

Family members are the people we trust the most, but are they a good fit to handle our estates when we pass?

Bank Executor Services Versus Independent Executors: Understanding Your Executor Options

Want to work with a corporate executor but not sure where to start? ClearEstate compares professional executors from banks and other institutions.

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

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.

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.

How to Set Up a Power of Attorney in Saskatchewan

Create a valid power of attorney in Saskatchewan with our 5-step guide. Learn legal requirements, types of POA, and attorney duties.