Maximize your legacy
Leverage planning strategies to save on taxes and fees, and maximize what you leave behind.
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
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
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.
If you have a will and a simple to somewhat complex estate.Total:
If you have a simple to somewhat complex estate and you are looking to get your affairs in order.Total:
If you have a somewhat complex estate and you are looking to get your affairs in order.Total:
1x 30-min session
Up to 2x hour sessions
Up to 3x hour sessions
$50 per year add-on
(asset ownership, blended families, multi-jurisdictions, financial obligations, marital breakdown protection, creditor protection, special needs, charitable giving, business interests, trusts, etc.)
Customized Add-On $
*Subject to approval by the buy-now-pay-later financing provider. Certain conditions apply.
"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
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.
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.
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.
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.
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.
We serve in English and French
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.