Access our free probate checklist. Instantly access now

Access our free probate checklist. Instantly access now

Aftercare Solutions for Funeral Home’s

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As a funeral service provider, you do much more than simply organize a respectful and dignified ceremony where a person’s loved ones can say goodbye. We know that, and we want to help you save time, money, and energy so that you can focus on what really matters: Supporting your clients through this difficult time.

Settling an estate means lawyers, accountants, trust services, repetitive paperwork, a lot of time and a lot of money. Or, ClearEstate.

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  • After-care on auto-pilot

    We've automated all the first notifications usually tied to the after-care service. Less planning and paperwork means more time for your clients. That way you'll be there for your clients to your fullest capacity.

  • Maintain long-term relationships with families.

    Our funeral home portal will provide you with real-time progress of the executor's tasks, allowing you to keep in touch at key milestones of the estate settlement process.

  • Generate new revenue streams

    Whether it's expanding your after-care program, or bundling estate settlement as part of your at-need offering, ClearEstate is the partner you need to foster deeper and more meaningful relationships with families while generating additional revenue.

We thought through every step, so your clients will always be one step ahead.

All the help your clients need to settle their loved one’s estate is right here. ClearEstate is a simple solution backed by real, helpful people.

  • Tailored executor roadmap. We believe in a clear path forward, and the first thing we do is create one for the executor. From locating the will to starting the probate process to filing relevant tax returns—we lay out the whole process for them, so they'll know exactly where we’re taking them.
  • Every single estate professional under one roof. Being an estate executor is a hard duty to carry out alone. By bringing together a team of paralegals, estate lawyers, notaries, and tax accountants, we're able to thoroughly support executors through the entire estate settlement process.
  • Automated form filling and activity log. Estate Settlement means filling out a lot of forms—usually over 50 of them! We streamline the process with an automated fill-in process and easy, one-click submission. Plus, our activity log gives a great overview of what's been submitted and what’s still pending.
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A funeral home director giving a testimonial for Clear Estate’s aftercare solutions for funeral homes.
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"We used to see so many families calling us through the settlement process, we could help and refer, but not much else. Now we recommend ClearEstate to the families that need help"
John W., Funeral Home Owner, California
"Working with ClearEstate has helped me so much. I felt at a complete loss when it came to all the paperwork and they accompanied me through it and made it feel easy."
Kimberley J., Estate Executrix, Saskatchewan
"We see so much usefulness in this platform - elegant, focused on the families, and a great vehicle for us to extend our offering and build long term relationships"
Todd L., Funeral Home Owner, Saskatchewan