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.
Viewing Pricing for:
Estate for:
- Individual
- Couple
Essential
If you have a will and a simple to somewhat complex estate.
Total:
$
588
Complete
If you have a somewhat complex estate and you are looking to get your affairs in order.
Total:
$
1,788
Essential
Complete
Pricing - Annual Fees:
Annual Fees - Individual
$29
$79
Annual Fees - Couple
$39
$129
Planning Services Included
Dedicated Estate Professional
Review of information and documents to store
1x 30-min session
Up to 3x hour sessions
Estate Inventory
Guidance & recommendation on executor appointment
Will document prepared and stored in ClearEstate registry once executed
Power of Attorneys for Property and Personal Care prepared and stored in registry once executed
Affidavit of execution of will
Mailed Paper Version of your Estate Plan
30 minutes touchpoint sessions per year with your Estate Professional
2x
Stored Original Will, POAs and affidavits
Personalized strategies
(asset ownership, blended families, multi-jurisdictions, financial obligations, marital breakdown protection, creditor protection, special needs, charitable giving, business interests, trusts, etc.)
Customized Add-On $
Online Tools Included:
Estate Planning Online Tool
Estate Planning Overview Dashboard
Estate Digital Vault (Financial Accounts, Profiles, Passwords, Cloud Storage Access etc.)
Online Access and Live support for your Executor or Power of Attorney for when the time comes
Online Family Tree
Digital Distribution & Liquidation Plan
*Subject to approval by the buy-now-pay-later financing provider. Certain conditions apply.
**Some estates are more complicated to settle than others. This is often the case when a trust has been established or if the property of the deceased is located in more than one jurisdiction or includes equity in a corporation, partnership or other legal body. If further to our review we believe that settling the estate requires additional, specific or more sophisticated professional services, we will mention it to you and we will suggest that you retain the services of third party professionals in order to settle the estate. We understand that you may however prefer that we continue to handle the settling of the estate for you. If that is the case, we will retain the services of professionals to address those specific issues. Additional fees will then apply. For more information, see our privacy policy and terms of use.
