Personalized solutions
Tailored guidance that reflects your unique estate needs, ensuring your wishes are respected.
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Guarantee continuity
Trusted professional executor ensures smooth, uninterrupted estate administration no matter what happens.
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Lift liability and burden
Relieve loved ones from legal, financial, and emotional stress with expert professional support.
Trust us to prioritize your legacy
Your legacy deserves professional care
Specialized, 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.
Estate for:
- Individual
- Couple
Professional*
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.
Starting at:
$
4,125
+$129/year. Unsubscribe anytime.
Included:
- Create your last will and testament and POAs for property & personal care
- 24/7 access to the ClearEstate online platform
- Professional guidance from our Estate Professionals
- Meetings to review your goals and consider the impact of probate, tax implications and family dynamics
- Professional executor* appointed in your future estate settlement
- Storage of original will and POA, subject to annual fee
- Add-on services available (+$)
Compare all features
*Professional plans require your appointment of Natcan Trust Company, a wholly-owned subsidiary of National Bank of Canada, as fiduciary. ClearEstate acts solely as agent and is not a trust company. Upon settlement, the fair market value of assets under administration is subject to a minimum of $16,000. Trust and PoA administration subject to an annual fee of 0.75%, minimum $6,000.
Testamentary documents are generated by the ClearEstate platform using standardized templates reviewed by lawyers. If legal advice or additional drafting is required, ClearEstate's Independent Attorney Network (CEIAN) will provide it as an add-on service at an additional cost. Commissioning or notarizing signatures, if applicable, is not included in the above plans or annual fees. ClearEstate does not provide legal advice and is not a law firm.
All amounts shown are in Canadian dollars (CAD$). All prices are subject to change without notice and are not guaranteed unless the selected plan has already been paid.
For more information, see our privacy policy and terms of use.