Settling an estate means lawyers, accountants, repetitive paperwork, a lot of time and a lot of money.
As estate specialists, we know how hard it can be to settle an estate. We want to help, so we've created a free checklist to get you going.
Looking for more help?
This is what we do.
A clear roadmap
We believe in a clear path forward, and the first thing we do is create one for you. Our estate professionals will lay out the whole process for you and help along the way.
Automated form filling
Settling an estate means filling out a lot of forms. We streamline the process with an automated fill-in process and easy online signatures.
Easily compile assets and liabilities to understand the accounting situation of the estate and inform the distribution of the inheritance.
To each their own portal.
Our beneficiary portal creates full transparency for both beneficiaries and executors by allowing beneficiaries to view the progress of the settlement, receive a summary of what assets they’re entitled to, and keep detailed records of all communications. Building trust and maintaining transparency is key for a smooth process—and we’ll make sure it happens.
"Working with ClearEstate has helped me so much. I felt at a complete loss when it came to all the paperwork and they accompanied me through it and made it feel easy."
Estate Executrix, Saskatchewan
Get a free consultation
Our estate specialists are available to help you understand what settling an estate implies and how to get started.