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.
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.
Our team of estate professionals can provide guidance in your selection of an estate executor and provide coaching as part of your estate plan.
Real-time inventory of assets & liabilities.
We connect to your financial institutions to maintain a real-time inventory of your assets and liabilities.
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.
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.