Estate Settlement
We’re with you from beginning to end: from applying for probate and filing the right paperwork to taking care of taxes and closing the estate.
Resources for you.
For any question you might have about ClearEstate and how to refer your clients.
Watch: Fireside Chat with ClearEstate CRO and Co-founder Alex Gauthier, and Head of Industry, Wealth & Finance Mark Neale.
Resources for your clients.
Digital resources to share with them.
Online material
Print material
What we do, with heart and expertise.
Our mission is to empower estate executors by delivering transparent estate settlement solutions through the combination of highly trained professionals and state-of-the-art technology.
Refer your clients
Important notes before booking:
- Enter your client's information in the first 3 fields of the calendar booking form.
- Don't forget to add yourself to the consultation. If you wish to attend and your client is comfortable with that, once you have selected a date/time, add yourself as an attendee by clicking on the "ADD GUESTS" button and adding your email address.
FAQs about ClearEstate
FAQs about our services
Support
Please do not send sensitive information or documentation such as wills, POAs, etc. to hello@clearestate.com. When ClearEstate is engaged by your clients, they can securely upload documents through our platform.
Platform support
- Regarding a specific client/estate: questions should be made out to the Estate Professional assigned to that estate (which can be done in the platform via chat or via their email).
- General use of the ClearEstate platform for Advisors: hello@clearestate.com
General support
- Regarding a specific prospective client (not yet signed with ClearEstate): questions should be made out to the Estate Solutions Advisor who performed the consultation via their email address or phone number (provided at the time of the consultation).
- Any other general questions about ClearEstate and the partnership program should be made out to hello@clearestate.com