Estate Planning Pricing and Costs

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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**

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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**

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Compare all features

ClearEstate Online Platforme: Core

Professional Liquidator*

Estate planning dashboard

Connect and track financial accounts

Net worth tracker

Document builder

Document storage

Distribution tree - visualize your estate 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

Estate Plan Inclusions: Core

Professional Liquidator*

**Notarial will

**Protection Mandate and (optional) power of attorney

Professional liquidator* appointed in your future estate settlement

Professional mandatary for property* appointed in case of incapacity (optional)

Support & Guidance: Core

Professional Liquidator*

Assistance from our Customer Support Team

Meet with dedicated Estate Professionals

Estate Plan optimization with multidisciplinary experts
Review of goals, impact of probate, tax considerations, family dynamics, etc.

Annual review with an estate professional
In Quebec, the annual review does not include new drafting and notarization of documents.

Professional Trust Services: Core

Professional Liquidator*

ClearEstate’s trust partner acts as liquidator, while ClearEstate acts as agent, to professionally manage the estate settlement*. Responsibilities upon death:
- Secure, inventory and arrange valuation of assets

- Submit probate application, if applicable

- File appropriate tax returns

- Handle discretionary decisions prudently

- Arrange to liquidate assets as applicable

- Settle debts and liabilities

- Communicate with beneficiaries and third parties

- Distribute specific gifts and estate balance

- Accounting and record keeping

n/a

1% of FMV upon your passing (min. $20k)

ClearEstate’s trust partner acts as trustee, while ClearEstate acts as agent, to professionally manage any ongoing trusts*.
Responsibilities upon trust creation:

- Carry out terms of the trust as outlined

- Ensure appropriate investment management

- File tax returns annually

- Handle discretionary decisions prudently

- Communicate with beneficiaries and third parties

- Make distributions as appropriate

- Accounting and record keeping

- Wind up trust upon its final distribution

n/a

0.75% per year after your passing

ClearEstate’s trust partner acts as mandatary for property, while ClearEstate acts as agent, to professionally manage your financial affairs in the event of incapacity*. Responsibilities upon incapacity:
- Carry out terms of the Protection Mandate as outlined

- Protect assets for your use and benefit

- Arrange for bill payments

- Ensure appropriate investment management

- File tax returns annually

- Handle discretionary decisions prudently

- Communicate with third parties as needed

- Accounting and record keeping

n/a

1% in the event of incapacity +0.5%/year

Add-ons: Core

Professional Liquidator*

Add-on services and complex drafting available** (at additional cost) based on your needs and circumstances

Available

Available

Annual Fee: Core

Professional Liquidator*

Annual fee

$99

$129

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.
*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 $20,000.
**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. For more information, see our privacy policy and terms of use.

Protect what matters most with guided estate planning solutions

Core

Professional Liquidator*