Gain 360° wealth insight
Added visibility into your clients' wealth portfolios beyond traditional financial assets (e.g. real property, art, personal belongings, etc.)
WATCH: 2 minutes on why Wealth Advisors need a go-to estate planning and settlement partner
Why partner with ClearEstate
Independent and digitally-enhanced estate & trust solutions provider
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Retain assets
ClearEstate is an independent estate and trust services provider that is not affiliated with any wealth offerings or financial institutions
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Improve client retention
through continued investment management mandate post-death (Power of Attorney, estate administration and/or trust management)
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Strengthen client relationships
Facilitate end-of-life conversations and be involved in the estate administration process from start to finish
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Expand your network
Acquire new assets to manage by making connections with your clients' family and/or beneficiaries
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Maintain client trust
No conflicting experts involved in your clients' estate planning or administration process
What we do
Estate planning services
ClearEstate offers estate planning packages for both individuals and couples looking to maximize their estate value and ensure an efficient estate settlement in the future. We leverage planning strategies to save on taxes and fees, and we help them make smart decisions regarding executorship, guardianship, distribution, wills, trusts, and more.
Professional executor services
ClearEstate’s fiduciary partner acts as Estate Representative and ClearEstate as agent to professionally manage estate settlement. Our partnership with National Bank Trust allows ClearEstate to offer Professional Executor services at a fraction of the cost of the alternatives, making these services accessible and affordable for all families.
Estate settlement services
For clients looking to settle an estate quickly, easily and at a reasonable cost, we offer 4 plans based on the complexity of the estate, including Estate Representative services. We’re with them from beginning to end: from applying for probate and filing the right paperwork to taking care of taxes and closing the estate.