No-cost enhancement to pre-planning and aftercare programs

Your organization assists people through one of the most challenging times in their lives. When they turn to you for advice about wills and estate settlement, point them in the direction of your dedicated and trusted resource, ClearEstate.

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ClearEstate is aftercare
(after the aftercare)

Do you often find yourself in conversations with family members seeking your assistance in estate settlement? You may typically provide some basic advice or even recommend they consult with a legal professional.

But are you confident that the family will be able to receive the help they need? Or will they be left to navigate the daunting process of estate administration alone, while they're grieving?

This is where ClearEstate comes in.

We're on a mission to support North American families through the estate administration journey.

We’re a one-stop shop for every estate settlement and estate planning matter. We’re a dedicated resource backed by estate professionals and simple but powerful online tools, providing end-to-end support to families while saving them time, money and added stress.

FAQs

WATCH: 2 minutes on why you need a go-to estate planning and settlement partner

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Estate Settlement Services

ClearEstate lifts the burden of estate settlement from families so that they can focus on what matters most during a difficult time.

ClearEstate helps families save:

  • Over 120 hours of paperwork

  • More than $8,500 in fees

  • Countless headaches

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Estate Planning Services

We help families plan for and protect what matters the most to them: their legacy.

A comprehensive estate plan from ClearEstate will:

  • Employ strategies to reduce or avoid taxes and fees, saving thousands of dollars to the estate

  • Cut the estate distribution time by 6 months

  • Save hours of administrative paperwork

Partner With ClearEstate

Enhance customer service
at no cost

Estate settlement is a daunting task, and most families and estate executors are faced with it for the first time, while they’re grieving.

By referring families to a trusted expert in estate administration, they'll feel supported and taken care of in their time of need, well after the funeral service is over.

Add a revenue stream or add value to your service offering

ClearEstate referral partners earn a fee when they successfully connect families in need of our compassionate and professional services.

Alternatively, forego the referral fee with an affiliate partnership, and pass the savings along to families by offering an exclusive 10% discount on ClearEstate services.

ClearEstate is the only solution out there
to help settle an estate from start to finish, at 1/3 the cost
of traditional routes.

Dedicated support for families after the loss of a loved one

We sat down with the Owner & President of a leading aftercare services provider to discuss how we work together to help families navigate the steps to take after someone passes away.

ClearEstate's estate professionals are here to add their expertise to aftercare services, so that grieving families don't have to navigate a burdensome estate settlement on their own.

Puzzle Piece

Become a ClearEstate partner in only a few clicks.

Simply tell us about your business.

We’ll equip you with the tools and resources you need to start connecting families to dedicated, professional estate administration services.

Start now

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Become a ClearEstate partner