Planning or settling an estate means lawyers, accountants, repetitive paperwork, a lot of time and a lot of money. Or, ClearEstate.


Have an estate to plan or to settle? Book your free 30 minute consultation and we'll guide you step-by-step.

Typical questions we answer during 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.

Looking for more help?

This is what we do.

people help

A clear roadmap

We believe in a clear path forward, and the first thing we do is create one for you. Our estate professionals will lay out the whole process for you and help along the way.
automated form filling

Automated form filling

Settling an estate means filling out a lot of forms. We streamline the process with an automated fill-in process and easy online signatures.
estate inventory

Estate inventory

Easily compile assets and liabilities to understand the accounting situation of the estate and inform the distribution of the inheritance.

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Get in touch.

Our estate specialists are available to help you understand what planning or settling an estate implies and how to get started.