Settlement
For liquidators seeking a streamlined process and expert support to settle an estate
Starting at: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: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
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
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Settlement plan fees do not include the cost of a notary or notarization of signatures or documents, registration fees, 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 liquidators, business interests, rental properties, trusts, multi-jurisdictions, or where legislation requires a Quebec notary or attorney or legal or tax advice or additional documents are 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.
¹Professional Representative plan is provided in partnership with ClearEstate's trust partner and is subject to partner and court approval. Estates must be solvent and free from claims in order to qualify.
²Processing fee includes will search fees, registration of Notice of Closing of Inventory and Notice of Closing of Estate with Quebec government (RDPRM) and up to 4 title searches. Does not include newspaper publication, or any services where a notary is required.
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Frequently Asked Questions
How long does estate settlement take to complete from start to finish?
It depends on several factors such as the complexity of the estate, the types of assets and the diligence of the executor, but it's safe to assume that the whole process will take between 12 and 18 months.
Do I have to pay before we start?
For most services, we get paid by the estate, as a creditor of the estate. Once we have received the grant of probate, we start liquidating the assets and paying the creditors.
Can I speak to a real person or an accountant about my case?
Absolutely! We're a one-stop shop for everything estate settlement. In fact, you can book a free consultation with an Estate Specialist right now: Book a free consultation.
Does ClearEstate provide legal advice?
ClearEstate does not provide legal advice. We are an estate settlement solution and we may call on legal or accounting professionals to guide you on an only-when-you-need-it basis. Why should you pay north of $250 per hour to have a lawyer fill out forms?