One-stop shop for estate settlement services
ClearEstate's mission is to empower estate executors by delivering transparent estate settlement solutions through the combination of highly trained professionals and state-of-the-art technology.
ClearEstate supports families by completely removing estate administration from their concerns.
We handle probate, tax filing, government agencies and financial institutions relation, and much more.
Our solutions can help save:
- Over 120 hours of paperwork
- More than $8,500 in all kinds of fees
- Countless headaches
Resources for you.
For any question you might have.
Resources for families.
Online and print material to send them.
FAQs
About ClearEstate
What is ClearEstate?
ClearEstate is a tech company that offers a one-stop-shop platform for estate planning and settlement. Our state-of-the-art technology allows us to offer different flat-fee plans for estate planning and settlement at a fraction of the cost.
We are now supporting all Canadian jurisdictions as well as some jurisdictions in the United States including Arizona, California, Nevada, New York, Tennessee and Texas.
Our Customer Service Specialists are available to help you navigate the platform, if needed.
How was ClearEstate born?
Alex, one of ClearEstate’s co-founders, had a lightbulb moment after his mother passed away in 2019, and he had to deal with her estate.
During this very difficult period that he was going through, he was even more frustrated by all the red tape he was encountering for estate settlement. He couldn’t understand why he had to submit the same information multiple times and how agencies didn’t share this information amongst themselves. Right then and there, he knew there had to be a better way and ClearEstate was born.
What does ClearEstate not offer?
Legal Advice (i.e. Litigation) and financial advice.
For most cases, legal advice won't be required. However, if during the 30 minute free consultation we identify a complex need in your client's situation, we can connect them with the relevant professional.
Why do you say that ClearEstate helps with efficiency?
Estate settlement involves repetition of tasks and recording of repetitive information in forms. We have solved this problem through our technology and will only ask your client to enter the information once. That way you can focus your time and energy on spending time with your loved ones.
Refer a family
Important notes before booking:
- Enter the client's information in the first 3 fields of the calendar booking form.
- After selecting a date and time, you will be prompted to fill out a short form where you can provide additional information about the referred client.
Support
Please do not send sensitive information or documentation such as wills, POAs, etc. to hello@clearestate.com. When ClearEstate is engaged by your clients, they can securely upload documents through our platform.
- Regarding a specific prospective client (not yet signed with ClearEstate): questions should be made out to the Estate Solutions Advisor who performed the consultation via their email address or phone number (provided at the time of the consultation).
- Regarding a specific client/estate: questions should be made out to the Estate Professional assigned to that estate (which can be done in the platform via chat or via their email).
- General use of the ClearEstate platform for After representatives: hello@clearestate.com