Compassionate guidance in life’s most important moments
ClearEstate provides transparent, end-to-end estate planning and settlement solutions designed to bring you peace of mind. Whether you’re planning for the future or settling a loved one’s estate, our specialized team and intuitive online platform empower you to navigate every step with confidence.
With personalized guidance from experienced estate professionals, we help you save time and money—preserving hard-earned estate value, maximizing what’s left behind, and easing the burden on loved ones. From estate planning to settlement, we’re here to provide compassionate support so you can focus on what truly matters.
Bringing clarity and confidence to estate planning and settlement
Our purpose
We are here to support families by simplifying both estate planning and settlement, ensuring a clear, stress-free process that helps individuals plan ahead and eases the burden on loved ones.
How we do it
We empower individuals and families by delivering transparent estate planning and settlement solutions through highly trained professionals and state-of-the-art technology.
Our team
Founded in 2020, ClearEstate was created to fill a critical gap in estate guidance. Our team is dedicated to modernizing the process, making it accessible, affordable, and stress-free for families.
Who's behind ClearEstate
NA Ventures
NA Ventures’ objective is to invest in, partner with, and scale early to mid-stage companies that will shape the future of financial institutions. Our purpose is to maintain a strong commitment to innovation by working with the latest technologies available.
Diagram
Diagram is a launchpad for the most exciting ventures in insurance, financial services, and healthcare backed by one of the largest Fintech funds in the world, Portag3.
OMERS Ventures
OMERS Ventures is one of Canada’s largest defined benefit pension plans, with CAD$114 billion in net assets as of December 31, 2021. OMERS Ventures invests in early stage tech businesses, currently manages CAD$2 billion, and has made more than 50 investments in disruptive technology companies across North America and Europe including DuckDuckGo, Hopper, Wefox and Shopify.
