Maximize your legacy
Leverage planning strategies to save on taxes and fees, and maximize what you leave behind.
Your hard-earned wealth tells your unique story, and at ClearEstate, we respect that. Leverage planning strategies to save on taxes and fees, and maximize what you leave behind.
Our specialists will guide you to make informed decisions about executorship, guardianship, distribution and more, with your goals and your beneficiaries’ best interests in mind.
Rest easy and feel confident knowing that your loved ones will be taken care of and will have a clear path forward. Ensure a smooth and less stressful process for your executor when the time comes.
Having a clear plan in place can help your executor settle your estate months faster than average, and can save your estate thousands of dollars that would otherwise get eaten up by taxes and fees.
Get peace of mind as you easily track your net worth, create a detailed list of assets and debts, and visualize your estate distribution plan. Know that everything is transparent and easily available for your executor when needed.
A planned estate will lighten the burden on your loved ones and preserve family harmony when the time comes. With your intentions made clear, there’s less room for conflict or misunderstandings.
Unlimited access to your secure online vault and once-yearly review sessions means you can feel confident that your plan will always be up-to-date and reflective of your situation and goals.
Here is what some have to say about their experience with us.
Create an optimized estate plan with the support of multidisciplinary experts. Best for those looking for comprehensive guidance or have more complex estate dynamics.
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*Professional plan requires your appointment of Natcan trust Company, a wholly-owned subsidiary of National Bank of Canada, as your liquidator. **In Quebec, the drafting of notarial wills and protection mandates is provided by ClearEstate's independent notary partner. For more information, see our privacy policy and terms of use.
Through our platform and our team of professionals, we are able to lessen the administration hours and therefore save the estate from large settlement costs (incl legal fees). We also help you navigate the entire estate settlement process from beginning to end.
An estate plan is a strategy put in place to ensure the transfer of your estate upon your death according to your wishes. It is tailored to your specific situation and needs. All documents supporting your estate plan (will, mandate of protection, financial statements, bank statements, property deeds, etc.) will be stored on our secure digital platform to facilitate the eventual settlement of your estate. The digital platform is accessible through a secure user ID and you are able to decide who has access to this information.
Yes. You have ongoing access to ClearEstate's digital platform and benefit from an annual appointment with a member of our team to review your estate plan and ensure it still meets your specific needs.
We offer a complete estate planning service. Writing a will is obviously part of this service. We offer a free 30-minute consultation with an estate professional if you wish to discuss this matter.
We offer a thirty -minute free consultation with one of our estate specialists. They will review your situation and make suggestions for the best path forward. It is a free consultation so you can choose to proceed with our services afterwards if you believe they are a good value or else you can use the information provided and continue by yourself.
We serve in English and French
We have a team of estate administrators, lawyers and accountants to handle all of your needs, as well as developers who have built a series of tools to support estate settlement.