Prepare today for peace of mind tomorrow.
ClearEstate's transformative approach to estate planning ensures that you're prepared today to offer lasting peace of mind for tomorrow.
- Maximize your legacy: Leverage planning strategies to save on taxes and fees, and maximize what you leave behind.
- Get advice from our experts: Make smart decisions regarding executorship, guardianship, distribution, wills, trusts, and more.
- Protect your family: Lighten the burden on your loved ones and preserve family harmony when the time comes.
Estate planning – the old way
- Find a notary or lawyer with the right expertise to draft your will, power of attorney or protection mandate
- Find other professionals as needed (accountant, tax specialist, financial planner, trustee, etc.)
- Coordinate information exchanges between the various parties involved
- Manage uncoordinated advice from individual professionals
- Travel for in-person meetings
- Determine which information is important to store
- Organize documentation in a safe location
- Communicate your plan to loved ones and relevant parties
- Pay each time to update to your will when your situation or goals change
The ClearEstate Way
- Get a personalized, holistic estate plan with the help of a multi-disciplinary team of estate professionals
- 24/7 access to our our state-of-the-art online vault with real-time inventory of assets & liabilities and interactive visual distribution plan
- Communicate with our experts via email, chat, video conference or telephone without leaving your home
- Benefit from an annual review of your estate plan with a ClearEstate professional
- Ensure a smooth transition for your executor when settling your estate
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