Need estate planning help?
As estate specialists, we know how hard it can be to plan an estate. We want to help, so we've created a free estate planning checklist to help you get started.
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ClearEstate currently serves the following regions
United States
Arizona | California | 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.
A clear roadmap
Automated form filling
Estate inventory
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
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
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.