Feedback and Support

We value your feedback! Our mission is to serve you, our clients, with all your estate planning and administration needs. Please send an e-mail to with any questions regarding the operation of the ClearEstate Platform or our Services, or feedback on how we can make things better. We can’t promise to implement all requests, but we are committed to listening.

To obtain user support, please contact: or call 1-866-210-2362 between 9:00am and 5:00pm EST from Monday to Friday (except holidays).

We strive to provide the best service possible. However, if you need to file a complaint about our Services, you can do so by:
●      E-mailing us at
●      Calling us at 1-866-210-2362 between 9:00am and 5:00pm EST from Monday to Friday (except holidays)
●      Mailing us a letter and hard copies at ClearEstate Technologies Inc., 614 St-Jacques #100, Montreal, Quebec, H3C 1E2, Canada.

In order to serve you best and resolve your complaint efficiently, we kindly ask that when you contact us you tell us:
●      what went wrong,
●      when it happened, and
●      what you expect, for example, a monetary refund, an apology, or an account correction.

We take complaints seriously and we will try to get back to you promptly. We also ask you that, if we require more information or documents from you, you send those as practical as possible. It is convenient that you keep copies of all relevant documents, such as letters, emails, and notes of our conversations. We will investigate the matter and attempt to give you a decision promptly.