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Partner up with ClearEstate

With our full suite of estate-related services backed by powerful technology and dedicated estate experts, ClearEstate will be your dedicated resource to help your clients in all estate-related matters.

Explore partner directory Become a partner
iA Private Wealth logo
Anthem logo
Bloom logo
Concentra Trust | Equitable Bank logo
Downsizing Diva logo
Full-Circle Aftercare logo
Higgins Funeral Home logo
Lianas Senior Transition Support logo
MyCareBase logo
Omers logo
Speers Funeral and Cremation Services logo
Tea & Toast logo
Bereavement Industry

Provide expert guidance when it’s needed most

Your organization assists people through one of the most difficult times in their lives. From first notifications to emotional support, you play a crucial role in helping your clients get through these tough times.

Become a partner

Add-on to your aftercare service offering

When your clients turn to you for advice about wills and estate settlement, being able to point them in the direction of a dedicated and trusted resource makes the process easier on both your clients and your associates. This is where ClearEstate comes into play.

The only digitally-native solution out there

We are there to facilitate and guide your clients through settling their loved ones’ estate and their pre-need arrangements, with a dedicated and trusted team of professionals which will alleviate the process for everyone. ClearEstate will help effectively settle an estate and plan an estate to ensure easier, faster and less expensive processes.

Wealth industry transfer visual
Wealth Industry

Support the largest wealth transfer in history with a full suite of estate-related services.

ClearEstate is a digitally native estate planning and settlement solution that acts as an extension of your services. Accompany your clients on their journey from estate planning through to settlement and remain an integral part every step of the way.

Become a partner

Partner directory

Find a partner with the solution you need


Anthem Partners is a privately-owned operator of cemeteries and funeral homes, founded by a group of industry professionals. They are actively seeking opportunities for growth with like-minded professionals and firms who share their vision to preserve peoples’ legacies.


Bloom is a finance company that delivers seamless financial solutions to Canadians of 55 years and older by unlocking equity in their home through a reverse mortgage. Their vision is to provide older homeowners with financial flexibility to support retirement.

Downsizing Diva

Downsizing Diva is a Canadian company that has been helping seniors downsize their home and move to new phases of their lives for over 20 years. They have a refreshingly different approach to their work and their values include care, compassion, communication and comedy.

Full-Circle Aftercare

Full Circle Aftercare is a growing concierge service that helps families with all non-legal estate matters when a loved one passes away. They take care of necessary tasks so loved ones can mourn without having to worry about issues being overlooked.

Higgins Funeral Home

Higgins Funeral Home provides individualized funeral services designed to meet the unique needs of each family. Their team of dedicated professionals guide families through all aspects of funeral service with compassion and understanding.

Lianas Senior Transition Support

Lianas provides families with knowledge, resources and services that support seniors in life transitions. They offer practical and highly customizable solutions for residence search, downsizing, moving, realtor support, home care and more.


MyCareBase is an online marketplace for families to find vetted homecare and senior living services and resources. Their vision is to create a world where seniors can have their needs met the way they want, when they want and where they want.


Omers is a Canadian public pension fund that has administered pensions for almost half a million employees in Ontario. They have a world-class team of investors that back technology disruptors who are searching for new solutions for a better tomorrow.

Speers Funeral and Cremation Services

Speers Funeral and Cremation is a full-service funeral provider that offers families a complete range of service and merchandise options. They are a Canadian-owned and locally-operated service in Regina committed to providing families with superior value.

Tea & Toast

Tea & Toast helps families plan, research, and strategize solutions when transitioning into a retirement home or long-term care home. Their team of caring advisors have 20 years of experience and strongly understand the ins and outs of senior living.

iA Private Wealth

iA Private Wealth offers tailored wealth management solutions through a network of more than 500 independent Investment Advisor teams. With over $48 billion in assets under administration, they are the partner of choice for discerning investors across Canada.

Concentra Trust | Equitable Bank

Concentra Trust is part of Equitable Bank, Canada's Challenger Bank™. Equitable Bank manages over $63 billion in assets and is a wholly-owned subsidiary of EQB Inc. It has become Canada’s seventh largest Schedule I bank.