Estate Planning
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.
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Estate Settlement
We’re with you from beginning to end: from applying for probate and filing the right paperwork to taking care of taxes and closing the estate.
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Professional Executor
A professional executor alleviates the burden placed on loved ones by acting as a neutral third-party expert, sparing them from untold amounts of stress, while saving your estate thousands of dollars in fees.
Need help planning or settling an estate? Book your free 30 minute consultation and we'll guide you step-by-step.
Typical questions we answer during consultations:
- What's the difference between a will and an estate plan? Why do I need both?
- Who should I name as my executor?
- Do I need to apply for probate? and how?
- How can I plan ahead to minimize probate costs or avoid probate altogether?
- How long does estate settlement take?
- Do I need an Estate Attorney?
- ... and more
If you wish to invite your advisor, once you have selected a date/time, add them as an attendee by clicking on the "ADD GUESTS" button and adding their email address.
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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