When people are counting on you, you can count on ClearEstate.

Being named executor for the first time - or anytime - can be daunting, fraught with a complicated array of duties, heartaches and headaches. Especially if you don't live anywhere close to where the estate is being settled.

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.

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ClearEstate currently serves the following regions

United States

Arizona | California | Florida | Nevada | New York | Tennessee | Texas

Canada

Alberta | British Columbia | Manitoba | New Brunswick | Newfoundland and Labrador | Nova Scotia | Ontario | Prince Edward Island | Quebec | Saskatchewan

Looking for help?

This is what we do.

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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.

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

Estate Companion Tool

Your guide through the entire settlement process 

Estate accounting dashboard

Estate Accounting Dashboard

Inventory builder and visual distribution tree of the estate 

Estate Overview Dashboard

Estate Overview Dashboard

Everything you need to know about the estate in one single view

Beneficiary Portal

Beneficiary Portal

For full transparency and improved communication

Why we're different

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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.

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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.

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We offer transparency

Our process is completely transparent for estate executors and beneficiaries alike.

Your next step is clear

Download Checklist