Estate Planning Services
Empower your legacy with affordable, comprehensive estate planning and professional executor services
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Elevate your estate planning with modern-era estate planning solutions
A Will is just the tip of the iceberg. Affordable, personalized guidance & support from estate experts will help you maximize what you leave behind and transfer your wealth efficiently.
Discover the best plan to suit your needs
You have an estate to settle?
Let us help.
We’re with you from beginning to end, assisting you with probate and filing the right paperwork to handling taxes and closing the estate.
Settle an estate with convenience and confidence
Book a consultation to talk to us about your estate goals.
The Traditional Way
- Find notary or lawyer with the right expertise to draft your will, power of attorney or protection mandate.
- Find other professionals as needed (accountant, tax specialist, financial planner, trustee, etc.).
- Coordinate information exchanges between the various parties involved.
- Manage siloed, uncoordinated advice from distinct professionals.
- Get hit with significant, unplanned costs (legal, accounting, taxes, etc.)
- Travel for in-person meetings.
- Determine which information is important to store.
- Organize documentation in a safe location.
- Pay for an update to your will when your situation or goals change.
The ClearEstate Way
- Get a holistic estate plan, with the help of a multi-disciplinary team of experts
- Take advantage of our state-of-the-art technology platform.
- Communicate with our experts via email, chat, video conference or telephone without leaving your home.
- Benefit from an annual update of your estate plan.
- Ensure a smooth transition for your executor when settling your estate.
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