No-cost enhancement to pre-planning and aftercare programs

Your organization assists people through one of the most challenging times in their lives. When they turn to you for advice about wills and estate settlement, point them in the direction of your dedicated and trusted resource, ClearEstate.

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ClearEstate is aftercare
(after the aftercare)

Do you often find yourself in conversations with family members seeking your assistance in estate settlement? You may typically provide some basic advice or even recommend they consult with a legal professional.

But are you confident that the family will be able to receive the help they need? Or will they be left to navigate the daunting process of estate administration alone, while they're grieving?

This is where ClearEstate comes in.

We're on a mission to support North American families through the estate administration journey.

We’re a one-stop shop for every estate settlement and estate planning matter. We’re a dedicated resource backed by estate professionals and simple but powerful online tools, providing end-to-end support to families while saving them time, money and added stress.


WATCH: 2 minutes on why you need a go-to estate planning and settlement partner

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Estate Settlement Services

ClearEstate lifts the burden of estate settlement from families so that they can focus on what matters most during a difficult time.

ClearEstate helps families save:

  • Over 120 hours of paperwork

  • More than $8,500 in fees

  • Countless headaches

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Estate Planning Services

We help families plan for and protect what matters the most to them: their legacy.

A comprehensive estate plan from ClearEstate will:

  • Employ strategies to reduce or avoid taxes and fees, saving thousands of dollars to the estate

  • Cut the estate distribution time by 6 months

  • Save hours of administrative paperwork

Partner With ClearEstate

Enhance customer service
at no cost

Estate settlement is a daunting task, and most families and estate executors are faced with it for the first time, while they’re grieving.

By referring families to a trusted expert in estate administration, they'll feel supported and taken care of in their time of need, well after the funeral service is over.

Add a revenue stream or add value to your service offering

ClearEstate referral partners earn a fee when they successfully connect families in need of our compassionate and professional services.

Alternatively, forego the referral fee with an affiliate partnership, and pass the savings along to families by offering an exclusive 10% discount on ClearEstate services.

ClearEstate is the only solution out there
to help settle an estate from start to finish, at 1/3 the cost
of traditional routes.

Dedicated support for families after the loss of a loved one

We sat down with the Owner & President of a leading aftercare services provider to discuss how we work together to help families navigate the steps to take after someone passes away.

ClearEstate's estate professionals are here to add their expertise to aftercare services, so that grieving families don't have to navigate a burdensome estate settlement on their own.

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Become a ClearEstate partner in only a few clicks.

Simply tell us about your business.

We’ll equip you with the tools and resources you need to start connecting families to dedicated, professional estate administration services.

Start now

FAQs about ClearEstate

What is ClearEstate?

ClearEstate is a tech company that offers a one-stop-shop platform for estate planning and settlement. Our state-of-the-art technology allows us to offer flat-fee plans for estate planning and settlement at a fraction of the cost of the traditional routes. Our estate planning services include expert guidance and implementation of Wills, POAs, trusts, planning for advanced needs, and Professional Executor services. Our estate settlement services include filing for probate, assets & liabilities inventory, terminal and clearance tax filings, and Estate Representative services.

What jurisdictions does ClearEstate serve?

We support all Canadian provinces coast to coast, as well as some jurisdictions in the United States including California, Arizona, Nevada, New York, Tennessee and Texas.

Who’s behind ClearEstate?

We're proud to be backed by prominent Canadian institutional investor, OMERS Ventures, launchpad Diagram, which is backed by one of the largest Fintech funds in the world, Portag3 and NA Ventures, the venture capital arm of the National Bank of Canada.

Who's on the ClearEstate team?

The ClearEstate team is composed of dedicated estate professionals, trust officers, paralegals, wills & estate attorneys, estate and tax accountants who combined have decades of professional experience helping and serving clients in all matters related to estate planning and estate settlement.

How is ClearEstate’s information secured?

ClearEstate’s backend uses bank-level encryption technology and two-factor authentication to ensure your sensitive data is always secured and remains secured.

What does ClearEstate not offer?

ClearEstate does not offer legal advice (i.e. Litigation) and financial advice.

For most cases, legal advice won't be required. However, if during the 30-minute free consultation we identify a complex need in your client's situation, we can connect them with the relevant professional.

FAQs about partnering with ClearEstate

What types of partnerships are there?

When it comes to partnering with ClearEstate, there are several ways we can work together in a mutually beneficial way in order to provide your clients with expert estate planning and administration services:

Option 1: Benefit partnership

In a benefit partnership, the Partner will endorse and suggest ClearEstate’s products and services to their customers. The Partner can offer a benefit to their customers in the form of a % discount on ClearEstate services.

Option 2: Referral partnership

In a referral partnership, the Partner will endorse and suggest ClearEstate's products and services to their customers. In return, ClearEstate will pay a referral fee to the Partner for any opportunities that result in a successful agreement between the customer and ClearEstate.

What resources are available to me if I partner with ClearEstate?

We'll provide you with a number of marketing materials that will help you promote ClearEstate to families (co-branded if desired) such as booklets, rack cards, social media images, digital estate planning or estate settlement checklists, whitepapers, etc. We will also provide you with a dedicated web page where families can book a consultation with ClearEstate, or where you can book a consultation on their behalf.

We'll also equip you with all the information you need to confidently recommend our services to your clients, like a value proposition "quick guide" and client qualification guidelines.

How do I refer a family to ClearEstate?

Simply go to your dedicated web page (provided to you by ClearEstate) and click "Refer". From there you will be able to select a date and time for the family to meet with us, and provide us with relevant preliminary information about the scope of the meeting.

FAQs about our services

How does ClearEstate help families through the process of estate settlement?

Backed by a powerful online platform, ClearEstate's dedicated estate professionals help families with the entire estate settlement process, including:

  • Filing for probate
  • Full estate accounting and inventory of assets & liabilities
  • Liquidation and distribution
  • Terminal and estate taxes and clearances
  • Beneficiary management and notification
  • Document autofill for easy one-click form submissions
  • Step-by-step activity Log to guide the executor

What happens after I refer a family to ClearEstate?

When you refer a family to ClearEstate, they will first have a free, no-obligation 30-minute consultation with one of our Estate Solution Advisors. During that conversation, we'll ask questions to better understand their needs and we'll recommend suitable service options. If they choose to purchase a service plan, we will then schedule a kick-off call to start the estate planning or administration process with them.

See the estate planning service client journey and timeline here.

See the estate settlement service client journey and timeline here.

Where can I find information about ClearEstate's plans and pricing?

We provide transparent pricing details on our website. You can find them here:

Estate planning package pricing

Estate settlement package pricing

Become a ClearEstate partner