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Empower your legacy. 

Prepare today for peace of mind tomorrow.

  • Maximize your legacy

    Leverage planning strategies to save on taxes and fees, and maximize what you leave behind.

  • Get advice from our experts

    Make smart decisions regarding executorship, guardianship, distribution, wills, trusts, and more.

  • Protect your family

    Lighten the burden on your loved ones and preserve family harmony when the time comes.

Modern-era estate planning solutions

Your values. Your goals. Your legacy.

Personalized estate plan

Elevate your estate planning

Your hard-earned wealth tells your unique story, and at ClearEstate, we respect that. Leverage planning strategies to save on taxes and fees, and maximize what you leave behind.

Unlimited Updates

Protect your family’s future

Our experts will guide you to make informed decisions about executorship, guardianship, distribution and more, with your goals and your beneficiaries’ best interests in mind.

Accessible Inventory

Plan for peace of mind

Rest easy and feel confident knowing that your loved ones will be taken care of and will have a clear path forward. Ensure a smooth and less stressful process for your executor when the time comes.

Why ClearEstate

A transformative approach to estate planning

  • Transfer your wealth efficiently 

    Having a clear plan in place can help your executor settle your estate months faster than average, and can save your estate thousands of dollars that would otherwise get eaten up by taxes and fees.

    Distribution
  • Know where you stand 

    Get peace of mind as you easily track your net worth, create a detailed list of assets and debts, and visualize your estate distribution plan. Know that everything is transparent and easily available for your executor when needed.

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  • Set clear intentions

    A planned estate will lighten the burden on your loved ones and preserve family harmony when the time comes. With your intentions made clear, there’s less room for conflict or misunderstandings.

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  • Stay up-to-date

    Unlimited access to your secure online vault and once-yearly review sessions means you can feel confident that your plan will always be up-to-date and reflective of your situation and goals.

    Visual Clarity for all EN

We help thousands of families every year.

Here is what some have to say about their experience with us.

Estate for:
  • Individual
  • Couple

Basic

Create your Will and POA documents with the support of an estate professional. Ideal for those with simple assets and estate distribution plans.

Total:
$ 595
$ 795

Included in this plan:

  • Create your last Will and Testament in a secure digital platform
  • Create your POAs for property and personal care
  • Assistance from our Customer Support Team
  • 24/7 online platform access
  • No add-on services available

Compare all features

Annual Fees:
Basic
Complete
Annual Fees - Individual

$19

$99

*Professional plan requires your appointment of Natcan trust Company, a wholly-owned subsidiary of National Bank of Canada, as your executor. For Complete and Professional Plans, should customized language be required in your estate planning documents, a lawyer from ClearEstate's Independent Attorney Network will be engaged to draft such language at an additional cost. For more information, see our privacy policy and terms of use.

It's not just an estate, it's your legacy.
Make the most of it.

Same day consultations available
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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 an estate plan and how can I and my loved ones access it?

An estate plan is a strategy put in place to ensure the transfer of your estate upon your death according to your wishes. It is tailored to your specific situation and needs. All documents supporting your estate plan (will, mandate of protection, financial statements, bank statements, property deeds, etc.) will be stored on our secure digital platform to facilitate the eventual settlement of your estate. The digital platform is accessible through a secure user ID and you are able to decide who has access to this information.

Can I update my estate plan after it is completed?

Yes. You have ongoing access to ClearEstate's digital platform and benefit from an annual appointment with a member of our team to review your estate plan and ensure it still meets your specific needs.

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

We offer a complete estate planning service. Writing a will is obviously part of this service. We offer a free 30-minute consultation with an estate professional if you wish 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 else you can use the information provided and continue by yourself.

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.