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Online Wills

Viewing Pricing for:
Estate for:
  • Individual
  • Couple

Online Will

Answer simple questions and create your lawyer-approved will and POA documents online in minutes. (Individual pricing only)

Starting at:
$ 249 +$19/year. Unsubscribe anytime. Plan available for Canada only, exception of Quebec.
$ +$19/year. Unsubscribe anytime. Plan available for Canada only, exception of Quebec.

Included:

  • Create your last will and testament
  • Create your powers of attorney for property & personal care
  • 24/7 access to the ClearEstate online platform: estate planning dashboard, connect & track financial accounts, net worth tracker, document builder, document storage
  • Make unlimited edits to your documents

Basic Plan (Online Will with extra support)

Create your Will and POA documents online with assistance from our Customer Support Team. Ideal for those with simple assets and estate distribution plans.

Starting at:
$ 535 +$19/year. Unsubscribe anytime. Plan available for Canada only, exception of Quebec.
$ 795 +$19/year. Unsubscribe anytime. Plan available for Canada only, exception of Quebec.

Everything in the Online Will, plus:

  • Assistance from our Customer Support Team
  • Build your family tree in the online platform to visualize your distribution plan

Compare all features

Estate plan inclusions:
Online Will
Basic Plan (Online Will with extra support)
Create your last Will and Testament in a secure digital platform
Create your power of attorney for property and personal care
Receive detailed instructions for signing your documents

All prices are subject to change without notice and are not guaranteed unless the selected plan has already been paid.

Estate Planning Services

Viewing Pricing for:
Estate for:
  • Individual
  • Couple

Complete

Create an optimized estate plan with the support of multidisciplinary experts. Best for those looking for comprehensive guidance or have more complex estate dynamics.

Starting at:
$ 1,795 +$99/year. Unsubscribe anytime.
$ 2,995 +$99/year. Unsubscribe anytime.

Included:

  • Create your last will and testament
  • Create your powers of attorney for property & personal care
  • 24/7 access to the ClearEstate online platform: estate planning dashboard, connect & track financial accounts, net worth tracker, document builder, document storage
  • Make unlimited edits to your documents
  • Professional guidance from our Estate Professionals
  • Meetings to review your goals and consider the impact of probate, tax implications and family dynamics
  • Online chat support
  • Estate Plan Report
  • Add-on services available (+$)

Professional*

Create your optimized estate plan with a professional executor* named for your estate settlement. Best for those with enhanced needs and/or who don't have a suitable candidate to act as executor or do not want to burden family.

Starting at:
$ 3,995 +$129/year. Unsubscribe anytime.
$ 4,595 +$129/year. Unsubscribe anytime.

Everything in Complete, plus:

  • Professional executor* appointed in your future estate settlement
  • Storage of original will and POA, subject to annual fee
  • Professional POA for property* appointed in case of incapacity (optional)
  • Add-on services available (+$)

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ClearEstate Online Platform
Complete
Professional*
Estate planning dashboard
Connect and track financial accounts
Net worth tracker
Document builder
Document storage
Distribution tree - visualize your distribution plan
Information access for your executor when you pass away
Online chat with our Estate Professionals
Estate Plan Report - review a summary of your plan

All prices are subject to change without notice and are not guaranteed unless the selected plan has already been paid. For Complete and Professional Plans, should customized language be required in your estate planning documents, a lawyer from ClearEstate's Independent Attorney Network will be engaged to draft such language at an additional cost.
*The professional plan requires your appointment of Natcan Trust Company, a wholly-owned subsidiary of the National Bank of Canada, as your executor. All prices are subject to change without notice and are not guaranteed unless the selected plan has already been paid. Commissioning or notarizing signatures, if applicable, is not included in the above plans or annual fees. Should customized language be required in your estate planning documents, a lawyer from ClearEstate's Independant Attorney Network will be engaged to draft such language at an additional cost. Upon settlement, the fair market value of assets under administration is subject to a minimum of $15,000. For more information, see our privacy policy and terms of use.

Estate Settlement Services

Probate

For executors seeking a streamlined process and expert support to apply for probate and settle an estate

Starting at:
$ 4,948
$

Included in this plan:

  • Online Platform
  • Initial Death Notifications
  • Probate application prepared from information provided
  • Guided discovery of assets & liabilities
  • Up to 20 hrs of communications with financial institutions
  • Up to 10 hrs of communications with other 3rd parties
  • ClearEstate prepares liquidation and distribution instructions

Probate & Taxes

For executors seeking a streamlined process and expert support to apply for probate and settle an estate, including filing taxes

Starting at:
$ 9,648
$

Everything in Probate, plus…

  • Tax preparation of Final T1 Return
  • Tax preparation of First Estate T3 Return
  • Tax Clearance Certificate application
  • Data entry of personal & financial information
  • Additional 5 hrs of communications with financial institutions
  • Additional 5 hrs of communications with other 3rd parties
  • ClearEstate sends your liquidation and distribution instructions
  • Estate transaction report (where possible)

Professional Representative*

For families seeking a professional executor to be responsible for the estate settlement, with ClearEstate handling the administrative burden, providing total peace of mind

1.75 % of fair market value of estate assets

ClearEstate's fee: 1.75% of fair market value of the estate assets as of date of death, subject to a minimum fee of $20,000.


How does ClearEstate compare to the alternatives?
Lawyers and other professionals often charge standard executor compensation; 5% of the fair market value of the estate assets. Trust companies typically offer tiered fee schedules starting around 4% with minimums in the range of $25,000. These providers typically also engage other professionals like lawyers and accountants at an additional cost to the estate.

Everything in Probate & Taxes, plus…

  • ClearEstate's trust partner acts as estate representative, while ClearEstate acts as agent, to professionally manage the estate settlement*
  • ClearEstate carries out entire estate settlement process, typically 200+ hours over 12-18 months
  • ClearEstate handles all communications with beneficiaries and 3rd parties
  • ClearEstate handles data entry of all estate information
  • ClearEstate facilitates the set up of the estate bank account
  • ClearEstate facilitates liquidation of assets, payments of liabilities
  • ClearEstate arranges the estate distribution and releases

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Pricing option:
Probate
Probate & Taxes
Professional Representative*
No will or complex probate

+ $650

+ $650

+ $650

Settlement plan fees do not include the cost of notarization of signatures or documents, notice to creditors, estate administration tax, costs to transfer real title, services rendered to other professionals, such as appraisers, property managers, etc., or other estate expenses unless otherwise specified.

Some estates are more complicated to settle, such as where there are multiple executors, business interests, trusts, multi-jurisdictions, or where legislation requires an attorney or there is legal or tax advice or additional documents needed. In such cases, add-ons may apply and/or it may be necessary to engage external professionals at an additional cost to the estate.

*Professional Representative plan is provided in partnership with ClearEstate's trust partner and is subject to partner and court approval. Estates must be solvent and free from claims in order to qualify.

For more information, see our privacy policy and terms of use.

FAQs about online wills and estate planning

Yes. ClearEstate's online will is legally valid across Canada, as long as it is executed properly according to your province's laws. This typically means signing the will in the presence of two adult witnesses who are not beneficiaries or spouses of beneficiaries. Both witnesses must also sign the will in your presence. ClearEstate provides clear, step-by-step instructions to help ensure your will is signed and witnessed correctly, so it's legally recognized and enforceable.

Most people take 20-30 minutes to complete their will, but you can spread this across several sessions if preferred. The platform is designed for you to work at your own pace across multiple sessions. Your progress is saved automatically, so you can take breaks, gather information, or discuss decisions with family members before continuing. Simply log back in to continue where you left off.

The annual fee gives you continuous value and peace of mind. It includes unlimited updates to your will, secure storage in your personal digital vault, and access to our support team. For clients of our guided plans, it also includes an annual check-in with an estate professional to make sure your plan stays aligned with your life. Unlike traditional lawyers who charge each time you make a change, our model ensures your will remains current, valid, and reflective of your wishes—without unexpected costs.

Executor fees are typically calculated as a percentage of the estate’s total value. In Canada, a friend or family member acting as executor is usually entitled to claim up to 5% of the estate’s value as compensation for their time and responsibilities. The same rate often applies when a lawyer takes on the role of executor.

By comparison, bank trust companies generally charge around 4% of the estate’s value for their executor services.

With ClearEstate’s Professional Executor Service*, the fee is a transparent 1% of the estate’s value — offering the same expertise, objectivity, and peace of mind as traditional executors, but at a fraction of the cost.

*The professional plan requires your appointment of Natcan Trust Company, a wholly-owned subsidiary of the National Bank of Canada, as your executor.

Yes, you can upgrade your plan at any time to access additional features and services. Whether you're moving from an online will to a comprehensive estate plan, or adding professional executor services, upgrades are easy and flexible.

You can upgrade directly within the ClearEstate platform, or contact our support team for help. Any payments you've already made will be credited toward your new plan, ensuring a smooth and cost-effective transition.

Yes. You can cancel your yearly subscription at any time by visiting the **Billing** section of the ClearEstate platform. You'll continue to have access to your platform and documents until the end of your current billing cycle.

After cancellation, your access will be disabled, but your documents remain securely stored. You can reactivate your account at any time by resubscribing.

FAQs about estate settlement

Probate is the legal process that confirms a will is valid and officially appoints the executor who will manage the estate. This step gives the executor the authority to collect assets, pay debts, and distribute what's left according to the will. ClearEstate helps simplify and guide you through this often complex process.

The length of the probate process can vary widely depending on the complexity of the estate and the rules in the jurisdiction where it’s being settled. In general, probate can usually take several weeks to several months. The entire estate settlement process can take anywhere from 6 to 18 months.

Probate fees are charged by the court when applying for probate. The amount varies by province and is usually based on the total value of the estate.

For example:

  • Ontario charges roughly 1.5% of the estate’s value (with the first $50,000 exempt).
  • British Columbia charges about 1.4% after a small exemption.
  • Alberta uses a flat fee structure, generally capped at a few hundred dollars.

Because every jurisdiction has its own rules and thresholds, the total amount can differ significantly. To make it easier, ClearEstate offers a free Probate Fee Calculator so you can estimate costs quickly and accurately based on where you live and the size of the estate.

Not at all. ClearEstate was built specifically for people going through this process for the first time. One of our founders experienced the frustration of navigating estate settlement alone after losing a loved one—and that personal journey inspired the creation of ClearEstate. Our platform offers step-by-step guidance, supported by a team of experts, so you're never left figuring it out on your own.

Yes. ClearEstate can prepare and file all necessary probate documents on your behalf, ensuring they meet the legal requirements of your jurisdiction. If your case involves additional legal steps or complexities, we'll coordinate with legal professionals from our partner network to support you every step of the way.

ClearEstate's platform uses the information you provide to automatically generate key documents such as probate petitions, government notifications, and estate inventories, based on your jurisdiction’s requirements. This automation streamlines complex paperwork, reduces manual errors, and saves you hours of administrative work. Behind the scenes, our team helps review to ensure accuracy and compliance before submission.