Access our free probate or estate planning checklist. Instantly access now.

Access our free probate or estate planning checklist. Instantly access now.

Protect what matters most with guided estate planning solutions

Get personalized guidance from estate professionals and the flexibility to update your plan as life evolves, with annual reviews included.

Estate Planning Estate Settlement Online Will
Viewing Pricing for:
Estate for:
  • Individual
  • Couple

Core

Create an optimized estate plan with the support of multidisciplinary experts. Best for those looking for comprehensive guidance or have more complex estate dynamics. (Plan formerly known as "Complete.")

Starting at:
$ 2,125 +$99/year. Unsubscribe anytime.
$ 3,125 +$99/year. Unsubscribe anytime.

Included:

  • Create your last will and testament
  • Create your powers of attorney for property & personal care
  • 24/7 access to the ClearEstate online platform: estate planning dashboard, connect & track financial accounts, net worth tracker, document builder, document storage
  • Make unlimited edits to your documents
  • Professional guidance from our Estate Professionals
  • Meetings to review your goals and consider the impact of probate, tax implications and family dynamics
  • Online chat support
  • Estate Plan Report
  • Add-on services available (+$)
Get started

Professional*

Create your optimized estate plan with a professional executor* named for your estate settlement. Best for those with enhanced needs and/or who don't have a suitable candidate to act as executor or do not want to burden family.

Starting at:
$ 4,125 +$129/year. Unsubscribe anytime.
$ 4,995 +$129/year. Unsubscribe anytime.

Everything in Core, plus:

  • Professional executor* appointed in your future estate settlement
  • Storage of original will and POA, subject to annual fee
  • Professional POA for property* appointed in case of incapacity (optional)
  • Add-on services available (+$)
Get started

Compare all features

ClearEstate Online Platform
Core
Professional*
Estate planning dashboard
Connect and track financial accounts
Net worth tracker
Document builder
Document storage
Distribution tree - visualize your estate plan
Information access for your executor when you pass away
Online chat with our Estate Professionals
Estate Plan Report - review a summary of your plan


*Professional plans require your appointment of Natcan Trust Company, a wholly-owned subsidiary of National Bank of Canada, as fiduciary. ClearEstate acts solely as agent and is not a trust company. Upon settlement, the fair market value of assets under administration is subject to a minimum of $16,000. Trust and PoA administration subject to an annual fee of 0.75%, minimum $6,000.

Testamentary documents are generated by the ClearEstate platform using standardized templates reviewed by lawyers. If legal advice or additional drafting is required, ClearEstate's Independent Attorney Network (CEIAN) will provide it as an add-on service at an additional cost. Commissioning or notarizing signatures, if applicable, is not included in the above plans or annual fees. ClearEstate does not provide legal advice and is not a law firm.

All amounts shown are in Canadian dollars (CAD$). All prices are subject to change without notice and are not guaranteed unless the selected plan has already been paid.


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