Our estate specialists are available to help you understand what's involved in planning or settling an estate, how to get started, and how to claim your exclusive C.A.R.P. discount.
Typical questions we answer during free consultations:
What's the difference between a will and an estate plan? Why do I need both?
Who should I name as my executor?
Do I need to apply for probate? and how?
How can I plan ahead to minimize probate costs or avoid probate altogether?
How long does estate settlement take?
Do I need an Estate Attorney? ... and more.
Schedule your free 30-minute consultation
More about what we do
Estate Settlement
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
Estate Planning
We've harnessed technology to help estate planners efficiently organize and securely store information tied to their estate, so that when the time comes, the settlement process will be faster, less expensive, and so much easier on the executor.
A well planned estate can cut the average time to distribution by six months and save tens of thousands of dollars.
Wills
Will document prepared and stored in ClearEstate registry once executed
POAs
Power of Attorneys for Property and Personal Care prepared and stored in registry once executed.
Estate Planning Online Tool
Shows all information tied to the planning of the Estate, the eventual distribution plan and even a family tree, all displayed in an easy to use dashboard.
Secure Vault ID
Allows executors to access their loved one's estate plan in minutes, saving them days of digging for information.
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.
