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Guarantee continuity
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Lift liability and burden
Trust us to prioritize your legacy
Your legacy deserves professional care
Expert, tailored solutions
Leverage strategies tailored to your unique estate dynamics to save thousands of dollars upon settlement.
Continuity of professionals*
An executor’s job often lasts for a minimum of 16 months. The commitment of a trustee can last decades. Only professionals can provide the unmatched support, transparency and continuity required to manage the complexities of estate administration.
Family protection
Naming an impartial professional executor* will relieve the liability and emotional burden of estate settlement from family members and safeguard relationships from strain and misunderstandings.
Why ClearEstate
Accessible and affordable professional* executor services
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Maximize your legacy
Tailored planning strategies, skillfully crafted to meet your unique needs—like protective trusts for your beneficiaries or strategies for private company shares—will effectively safeguard your assets and optimize the impact of your enduring legacy.
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Safeguard your wealth
Our technology-first approach means we can administer estates of all sizes at only one-third the cost of traditional trust offices.
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Lift the burden
Alleviate liability, duties and significant burden from loved ones during what will be a very difficult time.
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Ensure continuity and care
With dedicated professionals at the helm, you can trust in the ongoing and reliable coordination of your legacy, providing comfort and assurance to both you and your beneficiaries for many years to come.
We help thousands of families every year.
Here is what some have to say about their experience with us.
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Estate for:
- Individual
- Couple
Professional Executor
Get support from multidisciplinary experts to create your optimized estate plan with a professional executor* named for your estate settlement. Best for those with enhanced needs and/or who don't have a suitable candidate to act as executor or do not want to burden family.
Total:
$
3,995
- Get professional support from a team of multidisciplinary experts to create your optimized estate plan
- Create your last Will and Testament in a secure digital platform
- Create your POAs for property and personal care
- Storage of original will and POA, subject to annual fee
- Professional executor* appointed in your future estate settlement
- Professional POA for property* appointed in case of incapacity (optional)
- Add-on services available
Compare all features
*Professional plan requires your appointment of Natcan trust Company, a wholly-owned subsidiary of National Bank of Canada, as your executor. Should customized language be required in your estate planning documents, a lawyer from ClearEstate's Independant Attorney Network will be engaged to draft such language at an additional cost. For more information, see our privacy policy and terms of use.