Save thousands of dollars
For your loved ones that would otherwise get eaten by fees and taxes
Never lose sight of your goal with your personalized estate roadmap
Receive guidance and coaching from our estate professionals at every step of the way
Access a clear and visual distribution plan for your loved ones’ inheritances
Our secure, online vault allows you to safely store important documents in one place
Executors can find everything they need here in minutes, eliminating the need to go hunting for documents or records
No more scrambling for receipts, notes, and other financial documents. Now it’s all in one place
We sync up with your bank and other financial institutions to allow you to see your assets in real time
Keep track of debts, high-value items, and personal property
Life is unpredictable, stuff happens. Your estate plan should be as dynamic as you are, so change it whenever you want
Additionally, we’ll conduct an annual review of your plan and suggest changes and improvements
Access your plan whenever it suits you, 24 hours a day, 7 days a week
If you have a will and a simple to somewhat complex estate.Total:
If you have a simple to somewhat complex estate and you are looking to get your affairs in order.Total:
If you have a somewhat complex estate and you are looking to get your affairs in order.Total:
1x 30-min session
Up to 2x hour sessions
Up to 3x hour sessions
$50 per year add-on
Customized Add-On $
*Subject to approval by the buy-now-pay-later financing provider. Certain conditions apply.
"Working with ClearEstate has helped me so much. I felt at a complete loss when it came to all the paperwork and they accompanied me through it and made it feel easy."Kimberley J., Estate Executrix, Saskatchewan
"We see so much usefulness in this platform - elegant, focused on the families, and a great vehicle for us to extend our offering and build long term relationships"Todd L., Funeral Home Owner, Saskatchewan
"Thank you so much for your help. It takes a big weight off my shoulders. I’ve really appreciated your help and Thandy did a great job."Robert E., Estate Administrator, Ontario
Frequently Asked Questions
Through our platform and our team of professionals, we are able to lessen the administration hours and therefore save the estate from large settlement costs (incl legal fees). We also help you navigate the entire estate settlement process from beginning to end.
ClearVault securely stores your will, POAs, financial account information, profiles and muchmore. The vault safeguards your information until you or your authorized loved ones need access. We will provide a secure vault ID and you can use that to access your plan anytime.
Yes, we provide continious access to the vault and exper assitance anytime you would like to update your estate plan.
We do estate planning, and writing will is part of it of course. We offer a free 30-minute consultation with an Estate Specialist if you would like to discuss this matter.
We offer a thirty minute free consultation with our estate experts. They will review your situation and make suggestions for the best path forward. It is a free consultation so you can choose to proceed with our services afterwards if you believe they are a good value or you can take the advice/information and go forward on your own
We serve in English and French
We have a team of estate administrators, lawyers and accountants to handle all of your needs, as well as developers who have built a series of tools to support estate settlement.