Maximize your legacy
Thoughtful planning strategies will save taxes and fees, while our dramatically low professional settlement fee will save thousands of dollars to your estate.
Your legacy deserves professional care
Plan with purpose for a lasting legacy
Your hard-earned wealth tells your unique story, and at ClearEstate, we respect that. Get peace of mind knowing that a comprehensive estate plan will preserve family harmony and ease the burden on loved ones while maximizing what you leave behind.
Sophisticated solutions with a seamless experience
Start with a 30-minute call to explore your needs. Then, just a few hours of your time over a few weeks is all it takes. ClearEstate’s specialists do the heavy lifting behind the scenes to create your optimized estate plan.
Book a free consultation
A modernized approach means exceptional value
ClearEstate’s upfront, flat-fee pricing delivers comprehensive estate planning, specialized guidance and annual updates, without the unpredictable costs of hourly fees. Plus, our dramatically low professional settlement fee will save thousands of dollars to your estate, saving you thousands while protecting your legacy long-term.
View pricingWhy ClearEstate
Modernized estate planning and professional executor services
-
Maximize your legacy
Tailored planning strategies, skillfully crafted to meet your unique needs—like protective trusts for your beneficiaries or strategies for private company shares—will help to transfer your wealth efficiently and optimize the impact of your enduring legacy.
-
Safeguard your wealth
Our efficient, technology-first approach means we can professionally administer estates of all sizes at a fraction of the cost of traditional trust offices, saving thousands of dollars to your estate upon settlement.
-
Lift the burden
Alleviate liability, duties and significant burden from loved ones during what will be a very difficult time. A professionally managed estate will lighten the burden on your loved ones and preserve family harmony when the time comes.
-
Ensure continuity and care
With dedicated professionals at the helm and annual reviews included, you can trust that your legacy will be carefully managed over time, bringing lasting comfort and confidence to you and your beneficiaries.
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
+$99/year. Unsubscribe anytime.
Included:
- Create your last will and testament
- Create your powers of attorney for property & personal care
- 24/7 access to the ClearEstate online platform: estate planning dashboard, connect & track financial accounts, net worth tracker, document builder, document storage
- Make unlimited edits to your documents
- Professional guidance from our Estate Professionals
- Meetings to review your goals and consider the impact of probate, tax implications and family dynamics
- Online chat support
- Estate Plan Report
- Add-on services available (+$)
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
+$129/year. Unsubscribe anytime.
Everything in Complete, plus:
- Professional executor* appointed in your future estate settlement
- Storage of original will and POA, subject to annual fee
- Professional POA for property* appointed in case of incapacity (optional)
- Add-on services available (+$)
Compare all features
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.
Frequently asked questions about estate planning
Anyone who wants to ensure their estate is managed efficiently, objectively, and without burdening loved ones can benefit from appointing a professional executor. This option is especially helpful if:
Your estate is complex — involving multiple properties, investments, or business interests.
Family dynamics could make decision-making difficult or emotional.
You don’t have someone close who is willing or able to take on the role.
You want to ensure neutral, expert administration and peace of mind for your beneficiaries.
A professional executor brings the expertise, transparency, and efficiency needed to settle estates properly, while relieving family members of the stress and legal responsibility that often come with the role.
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. ClearEstate offers Professional Executor services. Delivered through our partner, Natcan Trust Company (a wholly owned subsidiary of National Bank of Canada), these services allow families to appoint a professional, impartial executor. ClearEstate acts as the agent, delivering all day-to-day administration work on behalf of Natcan Trust—including probate filing, asset distribution, tax preparation, and beneficiary communication. This option ensures a streamlined, conflict-free estate settlement experience. Find out more by booking a free consultation.
Yes. ClearEstate has the expertise and tools to support complex estate situations. Whether you are a business owner, are part of a blended family, or have other nuanced needs, our team will work closely with you to identify the right estate planning strategies, such as testamentary trusts, secondary wills, and other advanced planning options. If the situation requires additional legal support, we can involve a lawyer from the ClearEstate Independent Attorney Network to ensure your plan is comprehensive and fully compliant.
ClearEstate offers a modern, technology-driven alternative to traditional legal services for estate planning. With ClearEstate, you can create a legally valid online will in minutes, or work with ClearEstate’s multidisciplinary team for a fully guided estate plan — all through a secure digital platform with transparent, fixed pricing.
Unlike traditional lawyers who charge hourly and work independently, ClearEstate combines multidisciplinary team support with a secure digital platform to store your documents, all with transparent, upfront pricing with no retainers or hidden fees. The result is a faster, clearer, and more affordable way to plan your legacy.
Yes. ClearEstate is designed to work alongside the professionals you already trust. You can add your lawyer—or any other advisor—to your ClearEstate account to give them access to relevant documents and planning details. If you choose to purchase one of our Professional Executor plans, we'll also provide your lawyer with the specific clauses related to the executor appointment to ensure everything aligns with your overall legal plan.