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

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ClearEstate offers you peace of mind. We help you build an estate plan that protects your family and ensures an efficient transfer of your assets to your loved ones.

  • 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.

We're here to change the way estates are planned. Even the pricing.

Personalized estate plan

Here's how we help you

Personalized estate plan

  • Get advice from our experienced team of estate and trust professionals, tax experts and accountants
  • Make the right decisions regarding executorship and guardianship, beneficiary designation, distribution of assets, etc.
  • Access an interactive, visual distribution plan for your loved ones’ inheritances
Book a free consultation
Clear Vault

ClearEstate Vault

  • Get a secure, online vault to store, protect and organize important family information

  • Protect IDs, property, passwords, accounts, financial and legal documents and more

  • Reduce the burden on your loved ones by having everything in one place when the time comes

Book a free consultation
Inventory

Real-time Inventory of Assets & Liabilities

  • Track your net worth and balance sheet at a glance in the ClearEstate platform

  • Build your inventory of assets and liabilities, in one place

  • Connect your financial accounts for real-time balances

Book a free consultation
Unlimited Updates

Unlimited updates to your plan

  • Life is unpredictable. Benefit from an estate plan that reflects your situation at all times and update it whenever you want

  • Review your estate plan with our team every year

  • Access your plan whenever it's convenient for you, 24 hours a day, 7 days a week.

Book a free consultation

Old Way

  • Find notary or lawyer with the right expertise to draft your will, power of attorney or protection mandate.
  • Find other professionals as needed (accountant, tax specialist, financial planner, trustee, etc.).
  • Coordinate information exchanges between the various parties involved.
  • Manage siloed, uncoordinated advice from distinct professionals
  • Get hit with significant, unplanned costs (legal, accounting, taxes, etc.)
  • Travel for in-person meetings.
  • Determine which information is important to store
  • Organize documentation in a safe location
  • Pay for an update to your will when your situation or goals change

ClearEstate Way

  • Get a holistic estate plan, with the help of a multi-disciplinary team of experts
  • Take advantage of our state-of-the-art technology platform.
  • Communicate with our experts via email, chat, video conference or telephone without leaving your home.
  • Benefit from an annual update of your estate plan.
  • Ensure a smooth transition for your executor when settling your estate.
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A man sitting on a couch petting a dog.
"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.