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Appoint a Professional Estate Representative* and alleviate the burden of estate settlement

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  • Remove the liability and lessen your burden

    Let professionals take on the legal liability of the estate settlement so you can focus on what truly matters.

  • Trust in reliable work done by unbiased experts

    Our highly experienced team brings impartial expertise to protect your family from stress and strain.

  • Save time and effort thanks to our team

    Our team assists you in managing the estate matters, sparing you the time and effort of navigating complex tasks.

You deserve peace during this trying time

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Let ClearEstate and its trust partner take care of it

Trust ClearEstate to handle the 400+ hour estate settlement process. Our solutions are ideal for executors abroad, those who cannot commit the necessary time and effort, those who are uncomfortable with the responsibility, or when a neutral third party is best.

Probate

Rely on the accuracy of professionals

Settling estates is our expertise and our top priority. ClearEstate’s team of estate professionals and its trust partner will do the job efficiently and accurately.

Beneficiary Portal

Lighten your load and ease your mind

ClearEstate can shoulder the burden of estate settlement to relieve your liability and stress, so you can focus on what matters most.

Why ClearEstate

We’ll lift the burden of estate settlement

  • Get compassionate support

    In times of grief, navigating estate settlement can be emotionally draining. You’re not alone. Rely on a compassionate, specialist team that understands what you’re going through.

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  • Let go of the liability

    Being an estate executor is a legal responsibility with many complicated tasks. Let professionals handle it for you. ClearEstate and its trust partner can lift the liability and significant burden of estate settlement.

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  • Precision of professionals

    Every detail matters when settling an estate. Our team of professionals specializes in estate settlement and will get the job done as quickly and effectively as possible.

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  • Confidence guaranteed

    ClearEstate and its trust partner will protect estate assets, preserve estate value, and act in the best interest of the estate and its beneficiaries.

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We help thousands of families every year.

Here is what some have to say about their experience with us.

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

1.75 % of fair market value of estate assets

ClearEstate's fee: 1.75% of fair market value of the estate assets as of date of death, subject to a minimum fee of $20,000.


How does ClearEstate compare to the alternatives?
Lawyers and other professionals often charge standard executor compensation; 5% of the fair market value of the estate assets. Trust companies typically offer tiered fee schedules starting around 4% with minimums in the range of $25,000. These providers typically also engage other professionals like lawyers and accountants at an additional cost to the estate.

  • 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

Pricing option:
Professional Representative*
No will or complex probate

+ $650

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.

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Let ClearEstate lift the burden of estate settlement

so you can focus on what matters most

Meet an estate specialist today