The estate planning partner that keeps you in the loop.
ClearEstate handles the estate planning; you stay your client's primary advisor. We cover the full continuum, from an online will to a 1% professional executor service (banks charge 4 to 5%). With your client's consent, you see every milestone.
Sign up for the free Advisor PortalFree, no credit card. Explore the portal at your own pace, refer clients when you're ready.
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Client onboarded
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Track progress on estate file
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Review opportunities
Professional executor at 1%
When a client needs a professional executor, ClearEstate serves as the named executor in the Will and administers the estate when the time comes.
One partner. Every kind of client.
From online wills to complex estate planning strategies and professional executor services, ClearEstate covers the full estate planning continuum.
Online Wills
For clients who need the documents.
Full estate plans
For clients with more complex pictures. POAs, multi-province estates, blended families.
Professional executor at 1%
Available with the Professional plan. The role banks and trust companies have charged 4 to 5% for.
What this changes for your practice
Estate planning becomes a service you own, not one you refer out.
Bring estate planning into your annual reviews instead of handing it to a lawyer you barely coordinate with. One partner across every level of complexity, and a service line your firm didn't have before.
Lead the estate conversation, with the right insight at the right time.
Pair the free portal with Advisor Pro, and you'll know per client where there's a gap or an opportunity worth raising. You walk into the review with the conversation already framed: credible, prepared, on-topic.
See every milestone, because that's how the plan actually works.
When the client consents, you see the milestones in their estate plan as they happen: Will signed, POA in draft, executor appointed. The estate plan aligned with the rest of their financial life is the one that does its job.
Understand your client's estate before you have the estate conversation.
Advisor Pro shows you, per client, where there's a gap or an opportunity worth flagging. You walk into the review with the conversation already framed, and you're the one starting it.
Get familiar before you recommend
The Advisor Portal is free. Spend time inside it, see how referrals and coordination work, and recommend ClearEstate when you're ready.