A professional executor alleviates the burden placed on loved ones by acting as a neutral third-party expert, sparing them from untold amounts of stress, while saving your estate thousands of dollars in fees.
Name ClearEstate's fiduciary partner as executor and ClearEstate as agent to professionally manage your estate and benefit from:
• End-to-end estate planning and settlement services provided by industry-leading experts
• Thousands of dollars worth of savings in settlement fees
• Objective and transparent communication with beneficiaries
Plus…
Spare your loved ones from countless hours of work, allowing them to take their time to grieve
Estate planning services include:
• Estate inventory
• Wills and codicils
• Power of Attorney
• Healthcare directives
• Final arrangements
• Dedicated estate professional
• Stored Original Will, POAs and affidavits
• 3 x 30 minute touchpoint sessions per year with your Estate Professional
• 24/7 access and unlimited updates
Online tools included:
• Dedicated estate specialist
• Secure digital vault
• Estate overview dashboard
• Real-time inventory of assets and liabilities
• Family tree
• Visual distribution plan
• Beneficiaries portal
When the time comes, ClearEstate will ensure that professional executors are handling your estate, saving your estate thousands of dollars in legal and accounting fees, and sparing your loved ones from the complicated and stressful work of settling the estate.
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