Maximize your legacy
Leverage planning strategies to save on taxes and fees, and maximize what you leave behind.
Modern-era estate planning solutions
Your values. Your goals. Your legacy.
Elevate your estate planning
Your hard-earned wealth tells your unique story, and at ClearEstate, we respect that. Leverage planning strategies to save on taxes and fees, and maximize what you leave behind.
Protect your family’s future
Our experts will guide you to make informed decisions about executorship, guardianship, distribution and more, with your goals and your beneficiaries’ best interests in mind.
Plan for peace of mind
Rest easy and feel confident knowing that your loved ones will be taken care of and will have a clear path forward. Ensure a smooth and less stressful process for your executor when the time comes.
Why ClearEstate
A transformative approach to estate planning
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Transfer your wealth efficiently
Having a clear plan in place can help your executor settle your estate months faster than average, and can save your estate thousands of dollars that would otherwise get eaten up by taxes and fees.
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Know where you stand
Get peace of mind as you easily track your net worth, create a detailed list of assets and debts, and visualize your estate distribution plan. Know that everything is transparent and easily available for your executor when needed.
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Set clear intentions
A planned estate will lighten the burden on your loved ones and preserve family harmony when the time comes. With your intentions made clear, there’s less room for conflict or misunderstandings.
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Stay up-to-date
Unlimited access to your secure online vault and once-yearly review sessions means you can feel confident that your plan will always be up-to-date and reflective of your situation and goals.
We help thousands of families every year.
Here is what some have to say about their experience with us.
Viewing Pricing for:
Quebec
Estate for:
- Individual
- Couple
Complete
Create an optimized estate plan with the support of multidisciplinary experts. Best for those looking for comprehensive guidance or have more complex estate dynamics.
Total:
$
1,995
Included in this plan:
- **Notarial will
- **Protection Mandate
- 24/7 online platform access
- Support from our Estate Professionals
- Plan optimization with multidisciplinary experts
- Online chat support
- Estate Plan Report
- Add-on services available**
Compare all features
*Professional plan requires your appointment of Natcan trust Company, a wholly-owned subsidiary of National Bank of Canada, as your liquidator. **In Quebec, the drafting of notarial wills and protection mandates is provided by ClearEstate's independent notary partner. For more information, see our privacy policy and terms of use.