Probate
For executors seeking a streamlined process and expert support to apply for probate and settle an estate
Starting at:Included in this plan:
- Online Platform
- Initial Death Notifications
- Probate application prepared from information provided
- Guided discovery of assets & liabilities
- Up to 20 hrs of communications with financial institutions
- Up to 10 hrs of communications with other 3rd parties
- ClearEstate prepares liquidation and distribution instructions
Probate & Taxes
For executors seeking a streamlined process and expert support to apply for probate and settle an estate, including filing taxes
Starting at:Everything in Probate, plus...
- Tax Preparation of Final 1040 Return
- Tax Preparation of First Estate 1041 Return
- Data entry of personal & financial information
- Additional 5 hrs of communications with financial institutions
- Additional 5 hrs of communications with other 3rd parties
- ClearEstate sends your liquidation and distribution instructions
- Estate transaction report (where possible)
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All acting executors must agree to engaging ClearEstate and estate must be free from conflicts or claims.
Settlement plan fees do not include the cost of notarization of signatures or documents, notice to creditors, estate administration tax, costs to transfer real title, services rendered to other professionals, such as appraisers, property managers, etc., or other estate expenses unless otherwise specified.
Some estates are more complicated to settle, such as where there are multiple executors, business interests, trusts, multi-jurisdictions, or where legislation requires an attorney or there is legal or tax advice or additional documents needed. In such cases, add-ons may apply and/or it may be necessary to engage external professionals 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?