Streamlined estate settlement solutions
Settle an estate with convenience and confidence
Time-saving technology
One-click form filling, centralized access to all important documents and easy online communication saves you valuable time so you can focus on what matters most.
Transparent process, transparent price
Our easy-to-use online platform guides you through every step of the process so you always know exactly what to do and what comes next. An efficient process means no hidden costs.
Streamlined estate settlement
We do this all day, every day. Settling estates is our priority and we will be with you every step of the way: We’ll guide you from applying for probate and filing the right paperwork to taking care of taxes and closing the estate
Why ClearEstate
We ease the burden of estate settlement while saving you time and money
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Take it step by step
Estate settlement is simplified with our all-in-one online platform. Keep everything in one place, and easily track your progress with clear next steps, helping you move through the process quickly and confidently.
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Get specialized support
ClearEstate assists more families with their estate settlement needs per month than most lawyers do per year. Navigate estate settlement confidently with the help of our specialized team.
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Lighten your load
In times of grief, navigating estate settlement can be emotionally draining. We support families by easing the burden of estate administration.
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Save with transparent pricing
Our goal is to clarify the complex settlement process, starting with our pricing. We fully disclose our simple pricing upfront; no hidden costs or hourly fees.
We help thousands of families every year.
Here is what some have to say about their experience with us.
Essential
For executors or estate representatives seeking support with probate.
Starting at:Included in this plan:
- Probate application prepared for submission to court
- Professional guidance and support up to grant of probate
- Two (2) virtual signature notarizations
- 24/7 online platform access
- Online chat support
Plus
For executors or estate representatives seeking support with probate and final tax filings.
Starting at:Everything in Essential, plus...
- Tax filings: ClearEstate prepares standard final tax returns
- Terminal T1
- First Estate T3
- Access to online beneficiary portal
Professional*
Appoint a professional* and let ClearEstate do all the work to settle the estate, for your total peace of mind.
Everything in Complete, plus..
- ClearEstate’s trust partner acts as estate representative, while ClearEstate acts as agent, to professionally manage the estate settlement*
- ClearEstate carries out entire estate administration process, typically 200+ hours over 12-24 months
- ClearEstate handles all communications with beneficiaries and 3rd parties
- Up to (10) virtual signature notarizations
- Discovery of assets and liabilities
- Data entry of all estate information
- Facilitate set up of estate bank account
- Facilitate liquidation of assets
Compare all features
Any fees payable for services rendered to other professionals, such as appraisers, property managers, etc., and all estate expenses such as court filing fees, probate fees, etc. are not included. Some estates are more complicated to settle, such as where there are business interests, trusts, multi-jurisdictions, or where legislation requires the services of an attorney. In such cases, it may be necessary to engage other professional services at an additional cost to the estate.
*Professional plan is subject to review and approval of ClearEstate's fiduciary partner. Estates must be solvent and free from claims in order to qualify.
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