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Find an estate settlement plan that best suits your needs.

Get started now and pay later. All plans are payable by the estate. If you require assistance, do not hesitate to contact 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
$

Premium

For executors or estate representatives who want total peace of mind

Total:
$ 7,388
$
Essential
Plus
Premium

Pricing Options:

Intestate

No will or invalid will

Additional $650 or $54/mo for 12 months¹

Additional $650 or $54/mo for 12 months¹

Additional $650 or $54/mo for 12 months¹

Services Included:

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

2 jurisdictions

Automated form filing
Document notarization

Applicable for virtual notarizations only

2 notarizations

2 notarizations

10 notarizations

Continued support after probate

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

Online Tools

Executor Companion Tool
Estate Overview Dashboard
Estate Accounting Dashboard
Dedicated online chat for estate members and professionals
Beneficiary Portal

Assets & Liabilities

Inventory of assets and liabilities
Discovery of assets & liabilities

Guided by ClearEstate

Representation with financial institutions

up to 50h for notifications & follow-ups

Representation with other 3rd parties

up to 25h + 2 written follow-ups/each

Data entry
Asset liquidation

Initiated by ClearEstate

Other Services

Tax filings

Year of death, estate tax return and clearance

Estate transaction report

Available where online access is permitted by the financial institution

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.

Frequently Asked Questions

How long does estate settlement take to complete from start to finish?

It depends on several factors such as the complexity of the estate, the types of assets and the diligence of the executor, but it's safe to assume that the whole process will take between 12 and 18 months.

Do I have to pay before we start?

For most services, we get paid by the estate, as a creditor of the estate. Once we have received the grant of probate, we start liquidating the assets and paying the creditors.

Can I speak to a real person or an accountant about my case?

Absolutely! We're a one-stop shop for everything estate settlement. In fact, you can book a free consultation with an Estate Specialist right now: Book a free consultation.

Does ClearEstate provide legal advice?

ClearEstate does not provide legal advice. We are an estate settlement solution and we may call on legal or accounting professionals to guide you on an only-when-you-need-it basis. Why should you pay north of $250 per hour to have a lawyer fill out forms?