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Choose a trusted professional executor* for ultimate peace of mind

  • Personalized solutions

  • Guarantee continuity

  • Lift liability and burden

Trust us to prioritize your legacy

Your legacy deserves professional care

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Expert, tailored solutions

Leverage strategies tailored to your unique estate dynamics to save thousands of dollars upon settlement.

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Continuity of professionals*

An executor’s job often lasts for a minimum of 16 months. The commitment of a trustee can last decades. Only professionals can provide the unmatched support, transparency and continuity required to manage the complexities of estate administration.

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Family protection

Naming an impartial professional executor* will relieve the liability and emotional burden of estate settlement from family members and safeguard relationships from strain and misunderstandings.

Why ClearEstate

Accessible and affordable professional* executor services

  • Maximize your legacy

    Tailored planning strategies, skillfully crafted to meet your unique needs—like protective trusts for your beneficiaries or strategies for private company shares—will effectively safeguard your assets and optimize the impact of your enduring legacy.

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  • Safeguard your wealth

    Our technology-first approach means we can administer estates of all sizes at only one-third the cost of traditional trust offices.

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  • Lift the burden

    Alleviate liability, duties and significant burden from loved ones during what will be a very difficult time.

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  • Ensure continuity and care

    With dedicated professionals at the helm, you can trust in the ongoing and reliable coordination of your legacy, providing comfort and assurance to both you and your beneficiaries for many years to come.

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We help thousands of families every year.

Here is what some have to say about their experience with us.

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Estate for:
  • Individual
  • Couple

Professional*

Get support from multidisciplinary experts to create your optimized estate plan with a professional liquidator* named for your estate settlement. Best for those with enhanced needs and/or who don't have a suitable candidate to act as liquidator or do not want to burden family.

Total:
$ 3,995
$ 4,595
  • Get professional support from a team of multidisciplinary experts to create your optimized estate plan
  • **Notarial will
  • **Protection Mandate
  • Professional liquidator* appointed in your future estate settlement
  • Professional mandatary for property* appointed in case of incapacity (optional)
  • Add-on services available** (at additional cost) based on your needs and circumstances

Compare all features

Annual fees:
Professional*
Annual fee

$129

*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.

It's not just an estate, it's your legacy. Make the most of it.

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