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 4.5 stars onTrustpilot.
More about our estate planning services
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.
Wills
Will document prepared and stored in ClearEstate 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.
POAs
Power of Attorneys for Property and Personal Care prepared and stored in registry once executed.
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.
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