ClearEstate is an independent, digitally-enhanced estate & trust solutions provider that acts as an extension of your services.
We empower insurance advisors to initiate legacy planning and end-of-life conversations and accompany clients on their journey from estate planning through to settlement, all while remaining an integral part of the process every step of the way.
ClearEstate will provide expert guidance and implementation of your client's estate plan, including Will, POAs, trusts and advanced estate planning needs and Professional Executor services. When the times comes to settle the estate, ClearEstate does all the work to relieve the burden from the family.
As an Advisor, you remain an integral part of the process every step of the way.
FAQsBuild Your Business
- Gain visibility into wealth beyond traditional financial assets (real property, art, personal belongings, etc.)
- Retain assets with an independent estate and trust services provider that is not affiliated with any wealth offerings or financial institutions
- Improve retention of client assets post-death, through continued investment management mandate (Power of Attorney, estate administration and/or trust management)
- Deepen relationships with clients by facilitating end-of-life conversations and remaining involved in the process from start to finish
- Expand your network and acquire new assets to manage by making connections with your clients' family and/or beneficiaries
- No conflicting experts involved in your clients' estate planning or administration process
Add value for your clients
Stand out by offering a full suite of industry-leading estate and trust services
Give an exclusive 10% discount on ClearEstate services to your clients
Deliver customer service excellence; your clients’ experience is our #1 priority
Insurance Advisors choose ClearEstate.
Don't miss our insightful conversation with a fellow Insurance Advisor where he shares his personal journey of estate planning with ClearEstate. He shares his reasons for selecting ClearEstate for his own estate planning needs and discusses the value ClearEstate will bring to his clients in their estate planning journeys.
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 your clients to dedicated, professional estate administration services.
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