Save thousands of dollars
For your loved ones that would otherwise get eaten by fees and taxes
Here's how we help you
Personalized estate plan
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
ClearEstate vault ID
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
Real-time Inventory of Assets & Liabilities
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
Unlimited updates to your plan
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
Traditional Way
- Find attorneys to draft your will and power of attorney
- In person meetings
- Legal costs
- Determine important files to keep
- Organize files in safe location
- Extra cost for safe location of documents
- Identify your assets
- Aggregrate and optimize your inventory
- Manage all your dependents’ personal information
- Identify executors and comminicaye your plan
ClearEstate Way
- Dedicated support from an estate professional
- Communicate via email, zoom, chat, phone, from your home
- Easy transition to settlement
- All information in one place
Estate for:
- Individual
- Couple
Essential
If you have a will and a simple to somewhat complex estate.
Total:
$
588
Complete
If you have a somewhat complex estate and you are looking to get your affairs in order.
Total:
$
1,788
Essential
Complete
Pricing - Annual Fees:
Annual Fees - Individual
$29
$79
Annual Fees - Couple
$39
$129
Planning Services Included
Dedicated Estate Professional
Review of information and documents to store
1x 30-min session
Up to 3x hour sessions
Estate Inventory
Guidance & recommendation on executor appointment
Will document prepared and stored in ClearEstate registry once executed
Power of Attorneys for Property and Personal Care prepared and stored in registry once executed
Affidavit of execution of will
Mailed Paper Version of your Estate Plan
30 minutes touchpoint sessions per year with your Estate Professional
2x
Stored Original Will, POAs and affidavits
Complex needs (private corporations, complex distribution, multiple jurisdictions, inter-vivos Trusts, etc.)
Customized Add-On $
Online Tools Included:
Estate Planning Online Tool
Estate Planning Overview Dashboard
Estate Digital Vault (Financial Accounts, Profiles, Passwords, Cloud Storage Access etc.)
Online Access and Live support for your Executor or Power of Attorney for when the time comes
Online Family Tree
Digital Distribution & Liquidation Plan
*Subject to approval by the buy-now-pay-later financing provider. Certain conditions apply.
**Some estates are more complicated to settle than others. This is often the case when a trust has been established or if the property of the deceased is located in more than one jurisdiction or includes equity in a corporation, partnership or other legal body. If further to our review we believe that settling the estate requires additional, specific or more sophisticated professional services, we will mention it to you and we will suggest that you retain the services of third party professionals in order to settle the estate. We understand that you may however prefer that we continue to handle the settling of the estate for you. If that is the case, we will retain the services of professionals to address those specific issues. Additional fees will then apply. For more information, see our privacy policy and terms of use.
