Essential
For executors or estate representatives seeking support with probate.
Total:Included in this plan:
- Probate application prepared for submission to court
- Professional guidance and support up to grant of probate
- Two (2) virtual signature notarizations
- 24/7 online portal access
- Online chat support
Plus
For executors or estate representatives seeking support with probate and final tax filings.
Total:Everything in Essential, plus...
- Tax filings: ClearEstate prepares standard final tax returns
- Final 1040
- First Estate 1041
- Access to online beneficiary portal
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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.
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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?