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End-to-end estate settlement services

Settle an estate with convenience and confidence.

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  • Guidance at every step

    Step-by-step guidance and tailored support to fit your needs, from probate applications to full liquidator services.

  • Clear pricing

    Transparent, upfront pricing with no hourly rates.

  • Time-saving technology

    Settle an estate faster with an intuitive online platform that simplifies every task and tracks every detail.

We ease the burden of estate settlement while saving you time and money

Beneficiary Portal

The right level of support for every estate

Whether you need some guidance or want us to handle everything, we have a solution for you. From making notifications and filing paperwork to managing taxes and closing the estate, we can take on as much as you need.

Probate 3x Update

Let ClearEstate and its trust partner take care of it

Trust ClearEstate to handle the 400+ hour estate settlement process. Our Professional Estate Representative* solution is ideal for liquidators abroad, those who cannot commit the necessary time and effort, those who are uncomfortable with the responsibility, or when a neutral third party is best.

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Transparent process, transparent price

Our easy-to-use online platform guides you through every step of the process so you always know exactly what to do and what comes next. An efficient process means no hourly fees.

Why settle an estate with ClearEstate

  • Take it step by step

    Estate settlement is simplified with our all-in-one online platform. Keep everything in one place, and easily track your progress with clear next steps, helping you move through the process quickly and confidently.

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  • Get specialized support

    ClearEstate assists more families with their estate settlement needs per month than most lawyers do per year. Navigate estate settlement confidently with the help of our specialized team.

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  • Lighten your load

    In times of grief, navigating estate settlement can be emotionally draining. We support families by easing the burden of estate administration.

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  • Save with transparent pricing

    Our goal is to clarify the complex settlement process, starting with our pricing. We fully disclose our simple pricing upfront; no hourly fees.

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Viewing Pricing for:

Settlement

For liquidators seeking a streamlined process and expert support to settle an estate

Starting at:
$ 4,448
$ N/A

Included in this plan:

  • Online Platform
  • Initial Death Notifications
  • Guided discovery of assets & liabilities
  • Up to 20 hrs of communications with financial institutions
  • Up to 10 hrs of communications with other 3rd parties
  • ClearEstate prepares liquidation and distribution instructions

Settlement & Taxes

For liquidators seeking a streamlined process and expert support to settle an estate, including filing taxes

Starting at:
$ 7,248
$ N/A

Everything in Settlement, plus…

  • Tax Preparation of Final T1 Return
  • Tax Preparation of First Estate T3 Return
  • Tax Clearance Certificate application
  • Data entry of personal & financial information
  • Additional 5 hrs of communications with financial institutions
  • Additional 5 hrs of communications with other 3rd parties
  • ClearEstate sends your liquidation and distribution instructions
  • Estate transaction report (where possible)

Professional Representative¹

For families seeking a professional liquidator to be responsible for the estate settlement, with ClearEstate handling the administrative burden, providing total peace of mind

1.75 % of fair market value of estate assets

ClearEstate's fee: 1.75% of fair market value of the estate assets as of date of death, subject to a minimum fee of $21,000.


How does ClearEstate compare to the alternatives?
Lawyers and other professionals often charge standard executor compensation; 5% of the fair market value of the estate assets. Trust companies typically offer tiered fee schedules starting around 4% with minimums in the range of $25,000. These providers typically also engage other professionals like lawyers and accountants at an additional cost to the estate.

Everything in Settlement & Taxes, plus…

  • ClearEstate's trust partner acts as liquidator, while ClearEstate acts as agent, to professionally manage the estate settlement¹
  • ClearEstate carries out entire estate settlement process, typically 200+ hours over 12-18 months
  • ClearEstate handles all communications with beneficiaries and 3rd parties
  • ClearEstate handles data entry of all estate information
  • ClearEstate facilitates the set up of the estate bank account
  • ClearEstate facilitates liquidation of assets, payments of liabilities
  • ClearEstate arranges the estate distribution and releases

Compare all features

Support:
Settlement
Settlement & Taxes
Professional Representative¹
Professional Guidance

End-to-end support

End-to-end support

Done for you

Liquidator Portal
Online Chat for Liquidators and ClearEstate
Beneficiary portal
ClearEstate Communicates with Beneficiaries
Impartial Professional acts as Liquidator

Conditions apply.

*Professional Representative plan is provided in partnership with ClearEstate's trust partner (Natcan Trust Company, a wholly-owned subsidiary of the National Bank of Canada) and is subject to partner and court approval. Estates must be solvent and free from claims in order to qualify. ClearEstate's fee: 1.75% on the first $20M of fair market value of the estate assets as of date of death, 0.5% on the balance. Settlement fee is subject to a minimum of $21,000.

All amounts shown are in Canadian dollars (CAD$). Settlement plan fees do not include the cost of notarization of signatures or documents, notice to creditors, estate administration tax, costs to transfer real title, services rendered to other professionals, such as appraisers, property managers, etc., or other estate expenses unless otherwise specified.

Some estates are more complicated to settle, such as where there are multiple executors, business interests, trusts, multi-jurisdictions, or where legislation requires an attorney or there is legal or tax advice or additional documents needed. In such cases, add-ons may apply and/or it may be necessary to engage external professionals at an additional cost to the estate.

For more information, see our privacy policy and terms of use.

Get dependable, compassionate guidance from ClearEstate, your all-in-one hub for estate settlement.

Meet an estate specialist today

Frequently asked questions about estate settlement

Probate is the legal process that confirms a will is valid and officially appoints the executor who will manage the estate. This step gives the executor the authority to collect assets, pay debts, and distribute what's left according to the will. ClearEstate helps simplify and guide you through this often complex process.

The length of the probate process can vary widely depending on the complexity of the estate and the rules in the jurisdiction where it’s being settled. In general, probate can usually take several weeks to several months. The entire estate settlement process can take anywhere from 6 to 18 months.

Probate fees are charged by the court when applying for probate (when probate is necessary). The amount varies by province and is usually based on the total value of the estate.

Because every jurisdiction has its own rules and thresholds, the total amount can differ significantly. To make it easier, ClearEstate offers a free Probate Fee Calculator so you can estimate costs quickly and accurately based on where you live and the size of the estate.

In most jurisdictions, you don't need a lawyer to file for probate. ClearEstate guides you through the entire process and prepares the necessary documents on your behalf. If your situation is complex or requires legal review, we can bring in a lawyer from our trusted partner network to ensure everything is handled properly.

Oui. ClearEstate prépare et dépose tous les documents nécessaires à l’homologation en votre nom, en s’assurant qu’ils respectent les exigences légales de votre juridiction. Si votre dossier nécessite des démarches juridiques supplémentaires ou présente certaines complexités, nous collaborerons avec des professionnels du droit issus de notre réseau de partenaires pour vous accompagner à chaque étape du processus.

A liquidator is responsible for carrying out the wishes outlined in a will and managing the legal and financial process of settling an estate. This includes gathering assets, paying debts and taxes, and distributing what remains to beneficiaries. ClearEstate supports executors every step of the way—from preparing probate applications (when required), to organizing key documents and timelines. Our platform, combined with expert human guidance, simplifies the process and helps liquidators avoid common mistakes, delays, and stress. We offer a range of estate settlement services to meet your needs.

Not at all. ClearEstate was built specifically for people going through this process for the first time. One of our founders experienced the frustration of navigating estate settlement alone after losing a loved one—and that personal journey inspired the creation of ClearEstate. Our platform offers step-by-step guidance, supported by a team of experts, so you're never left figuring it out on your own.

ClearEstate's platform uses the information you provide to automatically generate key documents such as probate petitions, government notifications, and estate inventories, based on your jurisdiction’s requirements. This automation streamlines complex paperwork, reduces manual errors, and saves you hours of administrative work. Behind the scenes, our team helps review to ensure accuracy and compliance before submission.

Yes. Being named as liquidator (also known as an estate trustee or personal representative) is a serious legal and administrative responsibility, but you are not obligated to accept the role. If you’ve been named in someone’s will and prefer not to serve, you can formally decline, or “renounce”, your appointment before beginning any estate-related duties. Once you start managing the estate, however, it can be difficult or impossible to step down without court approval.

People choose to decline the executor role for many reasons, such as:

  • Time and complexity: Settling an estate can take months or even years.

  • Emotional strain: Handling a loved one’s affairs can be overwhelming while grieving.

  • Conflict of interest: You may feel too close to family dynamics or estate disputes.

  • Lack of expertise: Estates with significant assets, multiple beneficiaries, or tax implications can be challenging to manage without professional help.

If you’d rather not take on the role yourself, you can appoint or hire a professional liquidator or estate administrator. Speak to us about how to hire a professional liquidator or estate administrator.

When someone dies without a will — known as dying intestate — their estate is managed according to local laws rather than their personal wishes. A family member usually needs to apply to the court to become the administrator, who takes on duties like identifying assets, paying debts, and distributing what remains to the legal heirs.

Because there’s no written guidance, the process can take longer, involve more paperwork, and sometimes cause confusion or conflict among family members. The law typically prioritizes spouses, children, and close relatives — meaning friends, stepchildren, or charities usually aren’t included.

In short, settling an estate without a will is often more complex and time-consuming, adding stress at an already difficult time. Professional support from ClearEstate can help ensure everything is handled properly and efficiently.

Estate settlement can be especially sensitive when dealing with complex family dynamics, such as when there is a family member who may contest the will. Family disputes or disagreements over the distribution of assets can lead to prolonged legal battles, emotional strain, and delays in the settlement process. To address this, it is crucial to take steps in advance to minimize the potential for conflict. One key strategy is to appoint a neutral professional executor—such as ClearEstate's trust partner—that has no personal stake in the estate. Whether appointed at the outset or brought in during the settlement process, ClearEstate offers expert guidance and support to ensure that all tasks are completed smoothly, minimizing stress and the potential for disputes.