Access our free probate or estate planning checklist. Instantly access now.

Access our free probate or estate planning checklist. Instantly access now.

Efficient probate support

and end-to-end estate settlement solutions

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Meet with an estate specialist today
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  • Time saving technology

  • No surprises, no disappointments

  • Get all the professional support you need

Streamlined estate settlement solutions

Settle an estate with convenience and confidence

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Time-saving technology

One-click form filling, centralized access to all important documents and easy online communication saves you valuable time so you can focus on what matters most.

Probate

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 hidden costs.

Beneficiary Portal

Streamlined estate settlement

We do this all day, every day. Settling estates is our priority and we will be with you every step of the way: We’ll guide you from applying for probate and filing the right paperwork to taking care of taxes and closing the estate

Meet with an estate specialist today
Why ClearEstate

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

  • 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 hidden costs or hourly fees.

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Meet with an estate specialist today

We help thousands of families every year.

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

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Viewing Pricing for:
Ontario

Complete

For executors or estate representatives seeking support for the entire estate settlement process.

Starting at:
$ 5,148
$

Included in this plan:

  • Continued support after probate
  • Clearance certificate application
  • Additional (3) virtual signature notarizations
  • Guided discovery of assets and liabilities
  • Communications with financial institutions and other 3rd parties
  • Estate transaction report (where possible)
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Professional*

Appoint a professional* and let ClearEstate do all the work to settle the estate, for your total peace of mind.

1 % of fair market value of estate assets

ClearEstate's fee: 1% of fair market value of the estate assets as of date of death, subject to a minimum fee of $15,000.


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 Complete, plus..

  • ClearEstate’s trust partner acts as estate representative, while ClearEstate acts as agent, to professionally manage the estate settlement*
  • ClearEstate carries out entire estate administration process, typically 200+ hours over 12-24 months
  • ClearEstate handles all communications with beneficiaries and 3rd parties
  • Up to (10) virtual signature notarizations
  • Discovery of assets and liabilities
  • Data entry of all estate information
  • Facilitate set up of estate bank account
  • Facilitate liquidation of assets
Get Started Now

Compare all features

Pricing option:
Complete
No will or complex probate

Additional $650

Any fees payable for services rendered to other professionals, such as appraisers, property managers, etc., and all estate expenses such as court filing fees, probate fees, etc. are not included. Some estates are more complicated to settle, such as where there are business interests, trusts, multi-jurisdictions, or where legislation requires the services of an attorney. In such cases, it may be necessary to engage other professional services at an additional cost to the estate.

*Professional plan is subject to review and approval of ClearEstate's fiduciary partner. Estates must be solvent and free from claims in order to qualify.

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
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"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
"Thank you so much for your help. It takes a big weight off my shoulders. I’ve really appreciated your help and Thandy did a great job."
Robert E., Estate Administrator, Ontario
"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

Frequently Asked Questions

Do I need a lawyer for the estate to probate the will?

Legally, no, you do not need a lawyer to do the probate application, though it's actually really hard to fill it out without an experienced professional. That's one of the things that ClearEstate helps executors with.

Our experienced estate professionals will support you through the estate settlement process and prepare your probate application. If the circumstances require, we may have an estate attorney review the application, before submitting it.

What is Probate?

Probate is the legal process of proving that a will is the Last Will and Testament of a deceased person. This process also confirms the appointment of an Executor - the person legally responsible for settling the estate.

Does ClearEstate help with filing probate to the court?

Yes - we assist you with filing the probate forms in your name, and if additional petitions are required we can also support you through our professionals

How do we ensure that we get independant legal advice?

We are not a law firm but we do work with a network of licensed legal professionals across Canada that help us draft wills and POAs. They will be outsourced by CE to draft the required documentation. Should you need independent legal advice for a specific matter, we can put you in touch with one of these legal professionals. Please note that our liability for any third party advice is limited as per our Terms of Use.

What happens during a free consultation?

We offer a thirty-minute free consultation with one of our estate specialists. They will review your situation and make suggestions for the best path forward. It is a free consultation so you can choose to proceed with our services afterwards if you believe they are a good value or you can take the advice/information and go forward on your own

How is ClearEstate different than my lawyer?

Through our platform and our team of professionals, we are able to lessen the administration hours and therefore save the estate from large settlement costs (incl legal fees). We also help you navigate the estate settlement process from beginning to end.

What does the automated fill in process consist of?

Using the information you provide, ClearEstate can automatically fill the petition for probate and ancillary documents. We can also prepare the required notification to the government agencies.

Do I need prior knowledge in estate settlement?

At ClearEstate we understand that a vast amount of people are going through this experience for the first time. Thus, it is not necessary for you to have prior experience because we created our services based on the fact that most people are inexperienced in Estate Settlements.

What languages do we serve in?

We serve in English and French

What exactly is an estate specialist and what qualifications do they have ?

We have a team of estate administrators, lawyers and accountants to handle all of your needs, as well as developers who have built a series of tools to support estate settlement.