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
Automated form filling
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."
Get a free consultation
Our estate specialists are available to help you understand what settling an estate implies and how to get started.