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

Estate planning

It always feels too early to plan ahead, until it's too late. Our estate professionals will provide transparent, one-on-one support to help you set your affairs in order. When at need, your estate executor will be able to call on us to guide them on the best path to estate settlement. A planned estate can cut the average time to distribution by 6 months and save tens of thousands of dollars!

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.

vault icon with ID string

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.

Settling an estate means lawyers, accountants, trust services, repetitive paperwork, a lot of time and a lot of money. Or, ClearEstate.

All our estate plans include our base estate settlement package. Our professionals have harnessed technology to make this process a breeze. We've got lawyers, notaries, and accountants galore; but on an only-when-you-actually-need-them basis.

  • Probate applications
  • Terminal and Estate tax returns
  • Late taxes and dual citizenship
  • Foreign assets liquidation
  • End-to-end guidance

We actually do the work lawyers tell you to do.

Talk to an Expert
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.


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.

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.

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.