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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FAQs about estate settlement
Probate is the legal process that confirms a will is valid and officially appoints the executor who will manage the estate. This step gives the executor the authority to collect assets, pay debts, and distribute what's left according to the will. ClearEstate helps simplify and guide you through this often complex process.
The length of the probate process can vary widely depending on the complexity of the estate and the rules in the jurisdiction where it’s being settled. In general, probate can usually take several weeks to several months. The entire estate settlement process can take anywhere from 6 to 18 months.
Yes. ClearEstate can prepare and file all necessary probate documents on your behalf, ensuring they meet the legal requirements of your jurisdiction. If your case involves additional legal steps or complexities, we'll coordinate with legal professionals from our partner network to support you every step of the way.
During your 30-minute consultation, you'll speak with an experienced estate specialist who will review your situation, answer any questions you have, and walk you through potential next steps. Whether you're planning ahead or navigating a recent loss, this no-obligation session is designed to help you understand your options and determine if ClearEstate is the right fit for your needs.
ClearEstate proudly serves families across all Canadian provinces and select U.S. states, including California, Arizona, Nevada, New York, Tennessee, and Texas.
Our services are available in English and French.
ClearEstate proudly serves families across all Canadian provinces and select U.S. states, including California, Arizona, Nevada, New York, Tennessee, and Texas.
Our services are available in English and French.