Settlement
For liquidators seeking a streamlined process and expert support to settle an estate
Starting at:Included in this plan:
- Online Platform
- Initial Death Notifications
- 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
Settlement & Taxes
For liquidators seeking a streamlined process and expert support to settle an estate, including filing taxes
Starting at:Everything in Settlement, 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 Representative¹
For families seeking a professional liquidator to be responsible for the estate settlement, with ClearEstate handling the administrative burden, providing total peace of mind
Everything in Settlement & Taxes, plus…
- ClearEstate's trust partner acts as liquidator, while ClearEstate acts as agent, to professionally manage the estate settlement¹
- 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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All amounts shown are in Canadian dollars (CAD$). Settlement plan fees do not include processing fees, including will search fees, registration of Notice of Closing of Inventory and Notice of Closing of Estate with Quebec government (RDPRM) and up to 4 title searches. It does not include the cost of newspaper publications.
Settlement plan fees do not include the cost of a notary or notarization of signatures or documents, registration fees, 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 liquidators, business interests, rental properties, trusts, multi-jurisdictions, non-notarial wills such as holograph or witnessed wills, or where legislation requires a Quebec notary or attorney or legal or tax advice or additional documents are 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.
¹Professional 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 estate settlement
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.
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.
An executor is responsible for carrying out the wishes outlined in a will and managing the legal and financial process of settling an estate. This includes gathering assets, paying debts and taxes, and distributing what remains to beneficiaries. ClearEstate supports executors every step of the way—from preparing probate applications to organizing key documents and timelines. Our platform, combined with expert human guidance, simplifies the process and helps executors avoid common mistakes, delays, and stress. We offer a range of estate settlement services to meet your needs.
ClearEstate offers Professional Estate Representative 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 or representative. ClearEstate acts as the agent, delivering all day-to-day administration 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.
During your 30-minute consultation, you'll speak with an experienced estate specialist who will review your situation, answer any questions you have, and walk you through potential next steps. Whether you're planning ahead or navigating a recent loss, this no-obligation session is designed to help you understand your options and determine if ClearEstate is the right fit for your needs.