Estate Hub & Client Vaults
Your full client book in one place. Secure document storage, categorized and organized per client, with executor access controls when the time comes.
Introducing Advisor Pro
What if you could understand the complete picture before you start the estate conversation?
Advisor Pro by ClearEstate
Your hub for all estate matters.
You upload the documents. Clara, our intelligence engine, reads them, mapping heirs, surfacing gaps, and flagging opportunities.
01
AI Document Extractor
Available now
Drop the documents. Get the intelligence.
Clara reads existing Wills and POAs in seconds, turning 40 pages of legalese into structured data. Executors, beneficiaries, POAs, assets, and planning gaps are extracted, organized and ready for your review.
It's the same preparation you'd do for any portfolio review, in a fraction of the time. Clara handles the extraction; you bring the judgment.
- Extracts contacts, assets, and planning gaps from Wills — POA extraction following
- One-click import into the vault when you're ready to refer
02
Intelligent Genogram
Available now
Map the relationships. Spot the opportunities.
The intelligent Genogram will visualize your client's full family estate: spouses, children, grandchildren, named heirs, and the distribution that connects them. Built from the Will data Clara extracts, it matches the actual document — not a manual entry.
Every estate that settles creates 3.4 beneficiaries on average. That's your warm pipeline, right there on the page. Advisor Pro maps it visually, so you can start building relationships with next-generation heirs before an asset transfer happens.
- Visualize family structure, executors, and beneficiary relationships
- Identify next-generation heirs and their roles in the estate
- Spot warm pipeline opportunities at a glance
03
Opportunities
Surface the gaps that become your next client conversation.
Opportunities flags where your client's estate plan falls short — insurance gaps, misaligned beneficiary designations, missing executors, and other planning issues — based on what you know about the client. The more context you add, the sharper it gets. Clara, our intelligence engine, draws the information directly from extracted documents.
You walk into the client meeting with a specific recommendation instead of a generic pitch. You look like the planning expert you've become.
- Surfaces insurance, asset, and executor gaps based on client data
- Prioritizes opportunities by estate impact
- Gives you specific talking points, not a generic pitch
Advisor Pro doesn't stop there.
Here's what else is included.
Free Online Wills included with every plan
Use the free Online Wills however serves your practice: your own estate, client perks, or your team members' personal planning.
Team billing and shared pipelines
Multi-advisor firms get team-owned billing and shared access to referrals, active files, and pipelines.
Pre-fill your client's vault
When you refer to ClearEstate, pre-fill the client's vault with data Clara already extracted. Your client starts from 60% complete, not zero.
Stay visible after the referral
Individual client pages, milestone notifications, and active-file tracking keep you in the loop once your client signs up.
Ask Clara, your 24/7 estate partner
Our proprietary intelligence engine, Clara, answers general estate planning questions, including provincial rules, planning gaps, and common structures.
How it works.
The platform is free to start. Advisor Pro unlocks from inside, when you're ready for it.
01
Get your platform invite
If you’re new to ClearEstate, fill out the form below and your platform invite lands in your inbox within minutes.
02
Explore the platform, free
List your clients, refer them to ClearEstate's estate planning team, and track where they are in the process.
03
Add Advisor Pro for more power
Advisor Pro is available now, featuring free Online Wills, unlimited digital vaults, vault pre-filling, and the full intelligence suite — Clara, Opportunities, and Genogram.
Ready to see your practice differently?
Submit the form to receive an invite to create your free account in the ClearEstate Advisor platform. Add Advisor Pro when you're ready. Already have a ClearEstate account? Add Advisor Pro from your dashboard.