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The best gift you can give your loved ones is a well-planned estate.

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Estate planning doesn’t have to be expensive or difficult. We’ll help you create a comprehensive will, appraise and create an inventory of your estate, and develop strategies to ensure that your loved ones’ inheritance doesn’t get eaten up by taxes and fees.

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Clear Estate’s personalized estate planning software

Personalized estate plan.

We help you plan, organize and securely store information tied to your estate, making the process so much easier on your executor.

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ClearEstate vault ID.

Our secure Vault ID allows executors to access their loved one's estate plan in minutes, saving them days of digging for information.

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Executor coaching as part of your estate planning

Executor coaching.

Our team of estate professionals can provide guidance in your selection of an estate executor and provide coaching as part of your estate plan.

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Clear Estate’s real-time assets and liabilities inventory dashboard, to simplify the estate planning and execution processes.

Real-time inventory of assets & liabilities.

We connect to your financial institutions to maintain a real-time inventory of your assets and liabilities.

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Clear Estate’s dashboard with a visual representation of your estate’s distribution plan.

A clear and visual distribution plan.

Once we have completed an inventory of your estate, we are able to provide a visual representation of your distribution plan, according to your wishes.

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Clear Estate gives you 24/7 access to your estate plan.

Unlimited updates to your plan.

Our team will conduct an annual review of your estate plan and you have 24/7 access to your estate plan.

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"Working with ClearEstate has helped me so much. I felt at a complete loss when it came to all the paperwork and they accompanied me through it and made it feel easy."
Kimberley J., Estate Executrix, Saskatchewan
"We see so much usefulness in this platform - elegant, focused on the families, and a great vehicle for us to extend our offering and build long term relationships"
Todd L., Funeral Home Owner, Saskatchewan
"Thank you so much for your help. It takes a big weight off my shoulders. I’ve really appreciated your help and Thandy did a great job."
Robert E., Estate Administrator, Ontario

Frequently Asked Questions

How is ClearEstate different than my lawyer?

Through our platform and our team of professionals, we are able to lessen the administration hours and therefore save the estate from large settlement costs (incl legal fees). We also help you navigate the entire estate settlement process from beginning to end.

What is the digital vault and how do I or my loved ones access my plan?

ClearVault securely stores your will, POAs, financial account information, profiles and muchmore. The vault safeguards your information until you or your authorized loved ones need access. We will provide a secure vault ID and you can use that to access your plan anytime.

Can I update my estate plan after it is completed?

Yes, we provide continious access to the vault and exper assitance anytime you would like to update your estate plan.

I am trying to write a will. Can you help?

We do estate planning, and writing will is part of it of course. We offer a free 30-minute consultation with an Estate Specialist if you would like to discuss this matter.

What happens during a free consultation?

We offer a thirty minute free consultation with our estate experts. They will review your situation and make suggestions for the best path forward. It is a free consultation so you can choose to proceed with our services afterwards if you believe they are a good value or you can take the advice/information and go forward on your own

What languages do we serve in?

We serve in English and French

What exactly is an estate specialist and what qualifications do they have?

We have a team of estate administrators, lawyers and accountants to handle all of your needs, as well as developers who have built a series of tools to support estate settlement.