Streamlined estate settlement solutions
Settle an estate with convenience and confidence
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.
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.
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
Why ClearEstate
We ease the burden of estate settlement while saving you time and money
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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.
We help thousands of families every year.
Here is what some have to say about their experience with us.
Viewing Pricing for:
Probate
For executors seeking a streamlined process and expert support to apply for probate and settle an estate
Starting at:
$
4,948
Included in this plan:
- Online Platform
- Initial Death Notifications
- Probate application prepared from information provided
- 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
Probate & Taxes
For executors seeking a streamlined process and expert support to apply for probate and settle an estate, including filing taxes
Starting at:
$
9,648
Everything in Probate, 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 Representative*
For families seeking a professional executor to be responsible for the estate settlement, with ClearEstate handling the administrative burden, providing total peace of mind
Everything in Probate & Taxes, 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 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
Compare all features
Administrative and settlement plan fees do not include the cost of notarization of signatures or documents, notice to creditors, estate administration tax, costs to transfer real title, services rendered to other professionals, such as appraisers, property managers, etc., or other estate expenses.
Some estates are more complicated to settle, such as where there are multiple executors, business interests, trusts, multi-jurisdictions, or where legislation requires an attorney or there is legal or tax advice or additional documents 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.
*Professional 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.
For more information, see our privacy policy and terms of use.
