Modernized estate planning and settlement solutions for life’s most important moments.

Meridian Members get 10% off guided estate plans this November for Make a Will Month.

Discover our solutions

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ClearEstate Online Will

Protect your legacy and the people you love most by making your wishes clear. Answer simple questions and create your lawyer-approved will and POA documents online with ClearEstate in a matter of minutes.

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  • Will and POA documents
    Appoint your executor(s), appoint guardians for minor children and pets, specify distribution to your family/beneficiaries, plan specific donations and gifts to people and/or charities, and make your last disposition wishes.
  • Online platform
    24/7 access to a secure online platform where you can connect your
    financial accounts and build your inventory to visualize your net worth
    and the potential value of your estate.
  • Online Chat Support
    Available to help answer frequently asked questions and connect you with additional support based on your needs.
  • Digital vault
    Securely store all important documents for your executor to access.
Planning services

The best gift you can give your loved ones is a well-planned estate.

ClearEstate offers you peace of mind. We help you build an estate plan that protects your family and ensures an efficient transfer of your assets to your loved ones.

For the month of November, Meridian Members get 10% off* guided estate plans.

Book a consultation

  • Maximize your legacy

    Leverage planning strategies to save on taxes and fees, and maximize what you leave behind.

  • Get advice from our experts

    Make smart decisions regarding executorship, guardianship, distribution, wills, trusts, and more.

  • Protect your family

    Lighten the burden on your loved ones and preserve family harmony when the time comes.

Discover the best plan to suit your needs

Settlement services

You have an estate to settle? Let us help.

We’re with you from beginning to end: from assisting you with probate and filing the right paperwork to taking care of taxes and closing the estate.

Book a consultation

  • Lighten the burden and get peace of mind

    We support families by easing the burden of estate administration, providing clear next steps to help you move through the process quickly and confidently.

  • Get support from professionals

    Navigate estate matters with confidence with our online platform and expert team.

  • Automate the generation of forms and instructions

    Save time by answering questions once; we'll use that information to populate relevant aftercare and probate forms.

Book a free consultation to learn how ClearEstate can help.

*This November for Make a Will Month, Meridian Members receive 10% off the price of a guided ClearEstate estate plan (i.e. a Complete or Professional plan). Discounts do not apply to add-ons. Members must attend a free consultation before November 30th and the Plan must be paid for by December 31st, 2025 to be eligible for the discount.

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ClearEstate Technologies Inc. does not provide legal, accounting, tax or investment advice. ClearEstate Technologies Inc. is not a law firm, nor a trust corporation. In Canada, executor, personal representative, trustee and power of attorney services are offered and delivered by Natcan Trust Company. Natcan Trust Company is a wholly-owned subsidiary of National Bank of Canada.

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