Zach Hoehle has been a cornerstone of ClearEstate's settlement team since April 2022, bringing with him a background forged inside one of Canada's most respected institutional trust services. Before joining ClearEstate, Zach served as a Trust Officer at Scotiabank — home to Scotiatrust, one of the country's largest professional executor operations — where he administered trust accounts and guided clients through the practical and financial dimensions of estate settlement. He also worked as a Financial Advisor at Scotiabank, giving him a rounded view of how personal finances intersect with estate and succession planning.
At ClearEstate, Zach applies this institutional knowledge in a direct, hands-on way. As Senior Professional Executor and Tax Solutions Manager, he leads professional executor engagements for families who need a reliable, experienced hand to navigate the responsibilities of settling an estate. His work spans the full spectrum of the settlement process: from opening estate accounts and managing estate assets, to coordinating final tax returns and ensuring that executors meet their legal obligations under Canadian law.
Zach's Scotiatrust background is a meaningful differentiator — it gives him a first-hand understanding of what institutional executor services look like at scale, and how families can access that same level of rigour through ClearEstate's platform. His direct approach and practical expertise make him a trusted authority for executors facing the unfamiliar terrain of estate administration.
Zach’s areas of expertise at ClearEstate:
Professional executor services in Canada
Executor duties and responsibilities
Estate tax filings (T1 Final Return, T3 Estate Return)
Probate procedures across Canadian provinces
Trust and estate administration
Estate accounts and banking
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