Professional executor at 1%
When a client needs a professional executor, ClearEstate serves as the named executor in the Will and administers the estate when the time comes.
One partner. Complete support.
From online wills to complex estate planning strategies and professional executor services. One referral path, for any client situation.
Online Wills
For clients who need the documents.
Full estate plans
For clients with more complex pictures. POAs, multi-province estates, blended families.
Professional executor at 1%
Available with the Professional plan. The role banks and trust companies have charged 4 to 5% for.
What this changes for your practice
Estate planning becomes a service you offer, not one you refer out.
Bring estate planning into your service offering without adding coordination work. More for your clients, without more on your plate. ClearEstate covers every level of complexity, and you stay the primary relationship.
Lead the estate conversation, with the right insight at the right time.
Pair the free portal with Advisor Pro, and you'll know per client where there's a gap or an opportunity worth raising. You walk into the review with the conversation already framed: credible, prepared, on-topic.
See every milestone, because that's how the plan actually works.
When the client consents, you see the milestones in their estate plan as they happen: Will signed, POA in draft, executor appointed. The estate plan aligned with the rest of their financial life is the one that does its job.
Understand your client's estate before you have the estate conversation.
Advisor Pro shows you, per client, where there's a gap or an opportunity worth flagging. You walk into the review with the conversation already framed, and you're the one starting it.
Get familiar before you recommend
The Advisor Portal is free. Spend time inside it, see how referrals and coordination work, and recommend ClearEstate when you're ready.