Will & Powers of attorney
Create a will and power of attorney documents to protect the people who matter most.
Life is unpredictable. What happens after doesn't have to be.
Get your affairs in order to spare your loved ones of the emotional burden, hours of work and cost of settling your estate.
- Secure your family legacy
- Protect those who matter most to you
- Ensure your children and pets are taken care of
- Implement tax strategies to maximize what you leave behind
- Transfer your wealth efficiently
- Make legacy gifts to people and causes
- Give the fiduciary duty of executorship to a professional
Traditional Way
- Find attorneys to draft your will and power of attorney
- In person meetings
- Legal costs
- Determine important files to keep
- Organize files in safe location
- Extra cost for safe location of documents
- Identify your assets
- Aggregate and optimize your inventory
- Manage all your dependents’ personal information
- Identify executors and communicate your plan
ClearEstate Way
- Human guidance from a team of experts
- Communicate anytime via email, zoom, chat, phone, from your home
- All information in one place
- Estate plan for efficient wealth transfer
- Easy for your family, when the time comes
Personalized estate plan
- Never lose sight of your goal with your personalized estate roadmap
- Receive guidance and coaching from our estate professionals at every step of the way
- Access a clear and visual distribution plan for your loved ones’ inheritances
Real-time inventory of assets and liabilities
- No more scrambling for receipts, notes, and other financial documents. Now it’s all in one place
- We sync up with your bank and other financial institutions to allow you to see your assets in real time
- Keep track of debts, high-value items, and personal property
Unlimited updates to your plan
- Life is unpredictable, things can change at any time. Your estate plan should be as dynamic as your situation, so change it whenever you want
- Additionally, we’ll conduct an annual review of your plan and suggest changes and improvements
- Keep track of debts, high-value items, and personal property