ClearEstate

ClearEstate Employees

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ClearEstate Company Information

ClearEstate offers a user-friendly online platform designed to streamline the estate planning and settlement process. The company provides an estate overview dashboard and a beneficiary portal, allowing users to track assets and liabilities in real-time. ClearEstate’s services include estate planning tools such as wills, power of attorney, and healthcare directives, as well as a secure digital vault for storing important documents. The platform also offers a free probate checklist for download and same-day consultations. ClearEstate operates across various Canadian provinces and the United States, providing services in both English and French. The company also offers a professional executor service to manage estate settlements and has an independent attorney network to provide legal services. Additionally, ClearEstate participates in the Access to Innovation (A2I) program hosted by the Law Society of Ontario.

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Companies similar to ClearEstate

Vanilla offers estate planning software designed for financial advisors, planners, and attorneys, featuring tools for organizing, visualizing, and creating estate plans, and integrating with wealth management systems.

Trust & Will is a company that provides online estate planning services, including the creation of Wills and Trusts, with attorney support and state-specific documentation.

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