Maximize your legacy
Thoughtful planning strategies will save taxes and fees, while our dramatically low professional settlement fee will save thousands of dollars to your estate.
Your legacy deserves professional care
Plan with purpose for a lasting legacy
Your hard-earned wealth tells your unique story, and at ClearEstate, we respect that. Get peace of mind knowing that a comprehensive estate plan will preserve family harmony and ease the burden on loved ones while maximizing what you leave behind.
Sophisticated solutions with a seamless experience
Start with a 30-minute call to explore your needs. Then, just a few hours of your time over a few weeks is all it takes. ClearEstate’s specialists do the heavy lifting behind the scenes to create your optimized estate plan.
Book a free consultation
A modernized approach means exceptional value
ClearEstate’s upfront, flat-fee pricing delivers comprehensive estate planning, specialized guidance and annual updates, without the unpredictable costs of hourly fees. Plus, our dramatically low professional settlement fee will save thousands of dollars to your estate, saving you thousands while protecting your legacy long-term.
View pricingWhy ClearEstate
Modernized estate planning and professional executor services
-
Maximize your legacy
Tailored planning strategies, skillfully crafted to meet your unique needs—like protective trusts for your beneficiaries or strategies for private company shares—will help to transfer your wealth efficiently and optimize the impact of your enduring legacy.
-
Safeguard your wealth
Our efficient, technology-first approach means we can professionally administer estates of all sizes at a fraction of the cost of traditional trust offices, saving thousands of dollars to your estate upon settlement.
-
Lift the burden
Alleviate liability, duties and significant burden from loved ones during what will be a very difficult time. A professionally managed estate will lighten the burden on your loved ones and preserve family harmony when the time comes.
-
Ensure continuity and care
With dedicated professionals at the helm and annual reviews included, you can trust that your legacy will be carefully managed over time, bringing lasting comfort and confidence to you and your beneficiaries.
Viewing Pricing for:
Estate for:
- Individual
- Couple
Frequently asked questions about estate planning