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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 Interest-free payments also available
$ Interest-free payments also available

Plus

For executors or estate representatives seeking support settling their estate

Total:
$ 4,295 Interest-free payments also available
$ Interest-free payments also available

Premium

For executors or estate representatives who want total peace of mind

Total:
$ 7,388 Interest-free payments also available
$ Interest-free payments also available
Essential
Plus
Premium

Pricing Options:

Intestate

No will or invalid will

Additional $650 or $55/mo for 12 months

Additional $650 or $55/mo for 12 months

Additional $650 or $55/mo for 12 months

Services Included:

Dedicated Estate Professional
Probate application

Judicial process whereby a will is accepted in a court of law as the true last testament of the deceased

1 jurisdiction

1 jurisdiction

2 jurisdictions

Application review by a Wills & Estate Attorney, if required
Submission of Probate to Court
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

Guided by ClearEstate

Done by ClearEstate

Automated asset discovery

Pull recurring transaction automatically by linking credit card accounts

Representation with financial institutions

up to 50h

Representation with other 3rd parties

up to 25h

Data entry
Asset liquidation

Guided by ClearEstate

Guided by ClearEstate

Done by ClearEstate

Other Services

Estate taxes

Final Tax report, Estate Tax Report, and Clearance Certificate

Estate Accounting Reports

Passing of Accounts report, Transaction

*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; if the property of the deceased is located in more than one jurisdiction; if the assets of the deceased includes equity in a corporation, partnership or other legal body; or if the estate is settled in a jurisdiction where the law requires the services of an attorney. 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.

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?