Estate Planning Services
ClearEstate is on a mission to revolutionize estate planning and settlement services, making them easy, accessible and affordable for the 90% of North Americans that were previously unserved.
Our team of estate professionals provides affordable, transparent, one-on-one support for all estate-related matters.
Everything needed to plan or settle an estate is right here
- Complete end-to-end support from dedicated estate professionals
- Powerful online platform backed by state-of-the-art technology
- Plans to suit estates of all sizes
- 1/3rd the cost of traditional routes
Industrie de la richesse
Soutenez le plus important transfert de patrimoine de l'histoire grâce à une gamme complète de services liés à la succession.
ClearEstate est une solution native de planification et de règlement de succession numérique qui agit comme une extension de vos services. Accompagnez vos clients tout au long de leur parcours, de la planification successorale au règlement, et restez une partie intégrante à chaque étape du processus.Devenez partenaire
We partner with financial institutions, wealth advisors, insurance advisors, real estate agents and bereavement professionals so that they can help us accomplish our mission of providing accessible and affordable estate planning and settlement solutions to a vastly underserved market across North America.
From large companies to independent operators to family-owned businesses, ClearEstate acts as an extension to their service offering, providing sophisticated yet cost-effective services to families with estates of all sizes.