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Efficient probate support

and end-to-end estate settlement solutions

  • Time saving technology

  • No surprises, no disappointments

  • Get all the expert support you need

Streamlined estate settlement solutions

Settle an estate with convenience and confidence

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Time-saving technology

One-click form filling, centralized access to all important documents and easy online communication saves you valuable time so you can focus on what matters most.

Beneficiary Portal

Transparent process, transparent price

Our easy-to-use online platform guides you through every step of the process so you always know exactly what to do and what comes next. An efficient process means no hidden costs.

Probate 3x Update

Streamlined estate settlement

We do this all day, every day. Settling estates is our priority and we will be with you every step of the way: We’ll guide you from applying for probate and filing the right paperwork to taking care of taxes and closing the estate

Why ClearEstate

We ease the burden of estate settlement while saving you time and money

  • Take it step by step

    Estate settlement is simplified with our all-in-one online platform. Keep everything in one place, and easily track your progress with clear next steps, helping you move through the process quickly and confidently.

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  • Get expert support

    ClearEstate assists more families with their estate settlement needs per month than most lawyers do per year. Navigate estate settlement confidently with the help of our specialized team.

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  • Lighten your load

    In times of grief, navigating estate settlement can be emotionally draining. We support families by easing the burden of estate administration.

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  • Save with transparent pricing

    Our goal is to clarify the complex settlement process, starting with our pricing. We fully disclose our simple pricing upfront; no hidden costs or hourly fees.

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We help thousands of families every year.

Here is what some have to say about their experience with us.

Essential

For executors or estate representatives seeking support settling their estate

Total:
$ 2,995
$

Plus

For executors or estate representatives seeking support settling their estate

Total:
$ 4,295
$

Compare all features

Services Included:
Essential
Plus
Complete
Professional Guidance & Support
Probate application

Judicial process whereby the representative of the estate and the will, if there is one, is validated

1 jurisdiction

1 jurisdiction

1 jurisdiction

Automated form filing
Document notarization

Applicable for virtual notarizations only

2 notarizations

2 notarizations

5 notarizations

Continued support after probate

When we say end-to-end estate settlement process, we mean it.

¹Based on a purchase price of $650 you could pay a down payment of just $53.81 today, followed by 12 monthly payments of $53.81 at 15% APR. Well-qualified applicants may be eligible for 0% APR. Minimum $100 purchase required. Actual terms are based on your credit score and other factors, and may vary. Not everyone is eligible. Loans made through Uplift are offered by these lending partners: uplift.com/lenders

Any fees payable for services rendered to other professionals, such as appraisers, property managers, etc., and all estate expenses such as court filing fees, probate fees, etc. are not included. Some estates are more complicated to settle, such as where there are business interests, trusts, multi-jurisdictions, or where legislation requires the services of an attorney. In such cases, it may be necessary to engage other professional services at an additional cost to the estate. Estates must be solvent and free from claims in order to qualify.

For more information, see our privacy policy and terms of use.

Get dependable, compassionate guidance from ClearEstate, your all-in-one hub for estate settlement.

Meet an estate specialist, today.
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"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
"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
"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

Frequently Asked Questions

Do I need a lawyer for the estate to probate the will?

Legally, no, you do not need a lawyer to do the probate application, though it's actually really hard to fill it out without an experienced professional. That's one of the things that ClearEstate helps executors with.

Our experienced Estate Administrators will support you through the estate settlement process and prepare your probate application. If the circumstances require, we may have an estate attorney review the application, before submitting it.

What is Probate?

Probate is the legal process of proving that a will is the Last Will and Testament of a deceased person. This process also confirms the appointment of an Executor - the person legally responsible for settling the estate.

Does ClearEstate help with filing probate to the court?

Yes - we file the probate forms in your name, and if additional petitions are required we can also support you through our professionals

How do we ensure that we get independant legal advice?

We are not a law firm but we do work with a network of licensed legal professionals across Canada that help us draft wills and POAs. They will be outsourced by CE to draft the required documentation. Should you need independent legal advice for a specific matter, we can put you in touch with one of these legal professionals. Please note that our liability for any third party advice is limited as per our Terms of Use.

What happens during a free consultation?

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

How is ClearEstate different than my lawyer?

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.

What does the automated fill in process consist of?

Using the information you provide, we can automatically fill the petition for probate and ancillary documents. We can also prepare the required notification to the government agencies.

Do I need prior knowledge in estate settlement?

At ClearEstate we understand that a vast amount of people are going through this experience for the first time. Thus, it is not necessary for you to have prior experience because we created our services based on the fact that most people are inexperienced in Estate Settlements.

What languages do we serve in?

We serve in English and French

What exactly is an estate specialist and what qualifications do they have ?

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.