When people are counting on you, you can count on ClearEstate.
Being named executor for the first time - or anytime - can be a daunting task, fraught with a complicated array of duties, heartaches and headaches.
This executor checklist is a free tool we offer to help clarify the probate process and simplify your role as an executor. Our goal is to save you time and money while reducing stress and uncertainty by being a trusted guide and taking a huge burden off your shoulders.
Get your free checklist
ClearEstate currently serves the following regions
United States
Arizona | California | Florida | Nevada | New York | Texas
Canada
Alberta | British Columbia | Manitoba | Ontario | Saskatchewan
Looking for help?
This is what we do.
A clear roadmap
Automated form filling
Estate inventory
How it works
From easy-to-use online tools to our team of dedicated estate professionals and executor coaches, ClearEstate's settlement process is simple, transparent, and offers peace of mind to executors and beneficiaries alike.
An estate can usually take 16 months to settle. With ClearEstate, you can save over 120 hours and $8,500 in fees on average.
Estate Companion Tool
Your guide through the entire settlement process
Estate Accounting Dashboard
Inventory builder and visual distribution tree of the estate
Estate Overview Dashboard
Everything you need to know about the estate in one single view
Beneficiary Portal
For full transparency and improved communication
Why we're different
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.
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.
We offer transparency
Our process is completely transparent for estate executors and beneficiaries alike.