You have an estate to settle? Let us help.

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ClearEstate is a one-stop-shop for all estate-related services. Our team of trust officers, paralegals, wills & estate attorneys and tax accountants will carry you through the entire estate settlement process at a third of what other professionals will charge you!

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Talk to an Estate Expert and find out how we'll save you $8,500 on legal and accounting fees.

Estate settlement can be a daunting process, but a conversation with us isn't.

Probate Plus

$2,500

For Executors with a valid will who want a solution for probate and support throughout the entire process.

Premium Estate

$6,500

For Executors with a valid will managing a complex estate and seeking total peace of mind.

Probate Plus
Premium Estate

Services Included:

Dedicated Estate Professional
Probate application

Judicial process whereby a will is accepted in a court of law as the true last testament of the deceased

1 jurisdiction

2 jurisdictions

Application review by a Wills & Estate Attorney, if required
Submission of Probate to Court
Automated form filing
Document notarization

Applicable for virtual notarizations only

2 notarizations

10 notarizations

Continued support after probate

When we say end-to-end estate settlement process, we mean it.

Assets & Liabilities

Inventory of assets and liabilities
Discovery of assets & liabilities

Guided by ClearEstate

Done by ClearEstate

Automated asset discovery

Pull recurring transaction automatically by linking credit card accounts

Data entry

Done by you

Done by ClearEstate

Asset liquidation

Guided by ClearEstate

Done by ClearEstate

Other Services

Beneficiary Portal
Estate taxes

Final Tax report, Estate Tax Report, and Clearance Certificate

Estate Accounting Reports

Passing of Accounts report, Transaction

*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.

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Probate Application.

We believe in a clear path forward, and the first thing we do is prepare your path towards probate. In order to apply, we guide and support you in doing the inventory of the estate and then we expertly prepare all the paperwork that is required for the application. An estate attorney then reviews the application and ClearEstate submits it once we have your final approval.

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Automated form filling and activity log.

Being an estate executor means filling out a lot of forms—usually over 50 of them! We streamline the process with an automated fill-in process and easy, one-click submission. Plus, our activity log gives you great overview of what you’ve submitted and what’s still pending.

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

We're a team of estate settlement professionals who have harnessed technology to make it work for you. We've got lawyers, notaries, and accountants galore; but on an only-when-you-actually-need-them basis.

  • Probate Applications
  • Final and Estate taxes
  • Late taxes and dual citizenship
  • Assets liquidation

We actually do the work lawyers tell you to do, for a transparent and affordable flat rate.

Talk to an Expert Now
Clear Estate’s centralized estate settlement dashboard, accesible on your desktop, laptop, or smartphone.

Executor Companion Tool

The entire process is always at your fingertips: access your centralized estate settlement dashboard on your desktop, laptop, or smartphone, and focus on the tasks at hand without losing sight of your progress or the bigger picture.

Clear Estate’s real-time assets and liabilities inventory dashboard, to simplify the estate planning and execution processes.

Inventory of assets and liabilities.

Keep track of assets and debts or other liabilities with our inventory service. It’s critical to have a precise and up-to-date consolidated financial portrait of an estate and we're here to make that process so much easier.

Beneficiary portal.

An often underestimated responsibility of the executor is communicating with beneficiaries to let them know what they’re inheriting, managing their expectations, and overseeing the transfer of assets.

Our beneficiary portal creates full transparency for both beneficiaries and executors by allowing beneficiaries to view the progress of the settlement, receive a summary of what assets they’re entitled to, and keep detailed records of all communications. Building trust and maintaining transparency is key for a smooth process—and we’ll make sure it happens.

Clear Estate’s beneficiary portal allows beneficiaries to view the progress of the settlement.
  • Cost estimates and inheritance calculator

    Keep track of all fees, expenses, probate tax, and exactly how the estate is being split up. We use the latest calculations rules for all supported jurisdictions.

  • Closing the estate.

    When we say we’ll be with you to the end, we mean it. We’ll double-check every to-do list and every form submission to make sure you’re ready to liquidate the appropriate assets, distribute funds to beneficiaries, and close the estate.

  • Centralized communications

    All of your communications with your estate administrator, professionals and beneficiaries, all in one place. We believe in creating transparency through clear and timely communication with all stakeholders.

  • Where there's a Will (or not), there's a way

    Our system will help you determine whether probate is required or not, and in which jurisdiction. Our team of estate professionals will prepare applications and simplify the whole process for you.

  • Clear Distribution plan

    Based on the estate's will or the rules of the jurisdiction, we create a clear distribution plan which is shared with the appropriate beneficiaries. This plan is automatically updated every time an asset or liability is added to the estate.

  • Digital Documents Vault

    You'll need to keep track of every asset, liability, or beneficiary. Our digital documents vault allows you to store all of this information in one place. Plus, it's safe: Only those who are authorized can access it.

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"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
"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
"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

Frequently Asked Questions

How long does estate settlement take to complete from start to finish?

It depends on several factors such as the complexity of the estate, the types of assets and the diligence of the executor, but it's safe to assume that the whole process will take between 12 and 18 months.

Do I have to pay before we start?

For most services, we get paid by the estate, as a creditor of the estate. Once we have received the grant of probate, we start liquidating the assets and paying the creditors.

Can I speak to a real person or an accountant about my case?

Absolutely! We're a one-stop shop for everything estate settlement. In fact, you can book a free consultation with an Estate Specialist right now: Book a free consultation.

Does ClearEstate provide legal advice?

ClearEstate does not provide legal advice. We are an estate settlement solution and we may call on legal or accounting professionals to guide you on an only-when-you-need-it basis. Why should you pay north of $250 per hour to have a lawyer fill out forms?