Estate Settlement
May 01, 2025
What to Do When Someone Dies in California
Follow this step-by-step guide to navigate legal duties, probate, and estate tasks with clarity and confidence.
ClearEstate can help you save thousands of dollars while guiding you through every step of the estate settlement process.
Until someone close to you passes away and you’re named their estate executor, you probably haven’t given estate settlement much thought. But when that moment arrives, many find themselves scrambling for answers online or calling the first attorney they find. And while it’s completely understandable to want expert help—especially once you realize what settling an estate actually involves—we’re here to share why the traditional approach may not be the best one. Here’s why:
What many people don’t realize is that executors assume legal and financial responsibility for the estate. If something is overlooked—like unpaid taxes, misfiled paperwork, or missed deadlines—the executor can be held personally liable. That’s a serious burden to carry, especially during a time of grief, and it’s one more reason why clear guidance and reliable support are critical throughout the process.
If you decide to involve an attorney, expect multiple in-person consultations before finding someone experienced, available, and trustworthy. These initial meetings can be time-consuming, and they’re not always free.
Once hired, the attorney will typically handle the probate application, which can cost up to $1,500 right away. Then come the hourly rates, ranging from $200 to $600. Since estates can take months and require many hours of work to settle, those costs add up quickly.
You may also be advised to hire an accountant to file the deceased’s final tax return and manage any estate income during the process. Again, this can involve several meetings and incur additional fees of $1,500 to $3,000. In the end, total costs can easily exceed several thousand dollars.
ClearEstate helps you save time, money, and stress, while ensuring you’re supported every step of the way. How? We believe that with the right tools and the right amount of professional guidance to relieve much of the burden, you can navigate estate settlement quickly and confidently.
We provide a centralized platform with everything you need: executor checklists, a beneficiary portal, asset inventories, and more. And if you ever need help, our team is just a click away.
We’re also transparent about costs. We offer a range of service levels for you to choose from based on your needs. We clearly disclose our simple pricing upfront, with no hourly rates and no hidden fees.
Want to learn more about how ClearEstate is changing estate settlement for the better? Get in touch for a free consultation.
We empower estate executors by providing everything they need: From our innovative platform to executor checklists and an estate specialist to help guide you, we streamline the entire settlement journey. And if you do get stuck or need more assistance, then we’re only a message away. Think of us as a one-stop shop for all of your estate settlement needs.
We think our dedication to seamless, affordable and fair estate administration is changing the way Canadians are handling their estate matters. But, don’t take our word for it. This is what one our clients had to say about her experience:
“When my mom passed away without leaving a will, I was completely overwhelmed with the process of handling her estate. I knew I needed professional help as I was overwhelmed when trying to navigate the probate process on my own. That's when I discovered ClearEstate.
At first, I was a bit apprehensive about working with any company. I didn't want to involve others or grieve with anyone else as I found the process daunting, but I wasn't sure if I could do it alone and with what little she left behind. However, I was pleasantly surprised by their dedicated team. They took the extra time to explain everything to me in a way that was easy for me to understand, even for someone like me who had no prior knowledge of probate or legal jargon.”
We’ve helped thousands of Canadians over the past five years and are excited to help even more in the future. Want to know more about how we’re giving Canadians more power over their families’ financial legacy? Or want to learn more about our estate settlement pricing options? Get in touch for a free consultation today.
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