Trust us to prioritize your legacy
Your legacy deserves professional care
Expert, tailored solutions
Leverage strategies tailored to your unique estate dynamics to save thousands of dollars upon settlement.
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.
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.
-
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.
-
Lift the burden
-
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.
We help thousands of families every year.
Here is what some have to say about their experience with us.
- Individual
- Couple