Maximize your legacy
Leverage planning strategies to save on taxes and fees, and maximize what you leave behind.
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
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
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
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.
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.
To view pricing, select your region
