Professional executor at 1%*
Executor selection is a gap most advisors don't address. When a professional is the right fit, ClearEstate can be named executor, handling full administration so loved ones aren't burdened, and you stay connected to the estate.*
One partner. Complete support.
From online wills to enhanced estate planning strategies and professional executor* services. One referral path, for any client situation.
Online Wills
A legally valid Will, completed online. The right starting point for clients who don't yet have a Will, or whose last one is out of date.
Full estate plans
For clients whose lives are more complex: blended families, multi-province assets, POAs, and situations that need a guided hand.
Professional executor at 1%*
When a family member isn't the right choice for executor, ClearEstate serves as the named professional: at 1%, versus the 4 to 5% banks typically charge.
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 ClearEstate Advisor Platform with Advisor Pro, and you'll know (per client) exactly where there's a gap or an opportunity worth raising. You walk into every client meeting with the estate conversation already framed: credible, prepared, and on point.
Know where every client's estate plan stands, in real time.
When the client consents, you see the milestones in their estate plan as they happen: Will signed, POA in draft, executor appointed. No follow-up calls, no chasing updates. Just a clear, running view of where things are across your entire book.
The estate planning edge that changes every client conversation.
Advisor Pro brings a new layer of intelligence to the ClearEstate Advisor Platform. Upload a Will or POA, and extract the key details automatically: executors, beneficiaries, assets, family structure and planning gaps. Flag the opportunities and walk into every client meeting ready to lead on estate planning.
Get free access to the ClearEstate Advisor Platform
Explore the platform at your own pace, for free. When you're ready, referring clients for estate planning takes minutes.