Maximize your legacy
Preserve estate value through thoughtful planning strategies and low professional settlement fees—saving your estate thousands of dollars.
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.
Learn about Professional Liquidator services
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, together with esteemed Quebec law firm Cain Lamarre (lawyers, notaries and tax specialists) do the heavy lifting behind the scenes to create your optimized estate plan.
Book a free 30-min 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 plans & pricingWhy plan your estate with ClearEstate
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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.
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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.
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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.
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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.
Viewing Pricing for:
Quebec
Estate for:
- Individual
- Couple
Core
Create an optimized estate plan with the support of multidisciplinary experts. Best for those looking for comprehensive guidance or have more complex estate dynamics. (Plan formerly known as "Complete.")
Starting at:
$
2,125
Included in this plan:
- **Notarial will
- **Protection Mandate
- 24/7 online platform access
- Support from our Estate Professionals
- Plan optimization with multidisciplinary experts
- Online chat support
- Estate Plan Report
- Add-on services available**
Professional Liquidator*
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:
$
4,125
Everything in Core, plus:
- Professional liquidator* appointed in your future estate settlement
- Professional mandatary for property* appointed in case of incapacity (optional)
- Add-on services available**
Compare all features
*The professional plan requires your appointment of Natcan Trust Company, a wholly-owned subsidiary of the National Bank of Canada, as your liquidator. Upon settlement, the fair market value of assets under administration is subject to a minimum of $16,000. **In Quebec, the drafting of notarial wills and protection mandates is provided by ClearEstate's independent notary partner. Discounts cannot be applied to 3rd party services.
All amounts shown are in Canadian dollars (CAD$). All prices are subject to change without notice and are not guaranteed unless the selected plan has already been paid.
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It's not just an estate, it's your legacy. Make the most of it.
Meet with an estate specialist todayFrequently 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 liquidator. 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 liquidator 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.
Liquidator 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 liquidator.
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 liquidator. 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.
*The professional plan requires your appointment of Natcan Trust Company, a wholly-owned subsidiary of the National Bank of Canada, as your liquidator.
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. We combine technology with expert human guidance to simplify the estate planning process, including a centralized platform where clients can access documents, track progress, and communicate with our team.
In Quebec, ClearEstate’s estate planning services are offered in collaboration with Cain Lamarre, one of Quebec’s leading notarial law firms.
In Quebec, ClearEstate’s estate planning services are offered in collaboration with Cain Lamarre, one of Quebec’s leading notarial law firms.
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 a Professional Executor plan, we'll also provide your lawyer with the specific clauses related to the executor appointment to ensure everything aligns with your overall legal plan.