Maximize your legacy
Leverage planning strategies to save on taxes and fees, and maximize what you leave behind.
Wondering how to get started planning your legacy?
ClearEstate offers you peace of mind. We'll help you build an estate plan that protects your family and ensures an efficient transfer of your assets to your loved ones.
Leave estate settlement to the experts.
Naming a professional executor is an excellent solution to spare families the hundreds of hours of work and added stress of settling an estate themselves.
Talk to us about naming a professional executor for 1/3 the cost of a traditional trust office.
Book a free consultationAffordable and accessible for estates of all sizes
End-to-end estate planning and settlement services provided by industry-leading experts
Continuity of a professional trust office
Independent and impartial
Thousands of dollars worth of savings in settlement fees
Alleviate liability, duties and significant burden from loved ones during what will be a very difficult time
Support and transparency for beneficiaries
Additional support for when a beneficiary is a minor, has a disability or there are other advanced needs
Book your free 30-minute consultation
Here is what you can expect from our first conversation:
- We'll ask you a few questions to better understand your situation.
- We'll walk you through your jurisdiction's estate planning or settlement process.
- Based on your answers, we'll help you choose a customized plan that best fits your needs.
- Our team of estate professionals will provide a clear road map and be there to support you every step of the way - this is why our customer reviews average 4.7 stars on Trustpilot.
Why we're different
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We're a powerful and easy online resource
with real, helpful people behind it. We've harnessed technology to save estate planners and estate executors time and money.
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We charge one flat rate
Our services cost 1/3 of the price of other professionals, saving you thousands of dollars. Our flat fee rate means no surprises.
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We offer transparency
Our process is completely transparent for estate executors and beneficiaries alike.
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