Save time & money
Save yourself hundreds of hours and save the estate thousands of dollars
Modernized estate settlement solutions for life’s most important moments
How we help
Your trusted partner to help you navigate estate matters with confidence
-
Probate & estate settlement
We guide executors from beginning to end: from applying for probate to taking care of taxes and closing the estate.
-
Estate representative service
Appoint ClearEstate as estate representative to ensure your Canadian estate is handled seamlessly, efficiently, and in full compliance with Canadian law.
Save time and hard-earned wealth
A user-friendly online platform streamlines the estate settlement process, saving you hundreds of hours of work. Save thousands of dollars in estate value with professional guidance and personalized strategies.
Get end-to-end support
Personalized guidance & support from estate professionals will help you reach your goals confidently and with clarity. From beginning to end, our specialists can be with you every step of the way.
Rely on us for peace of mind
A transparent process and clear communication ease your journey so you can focus on what matters most during a difficult time.
We help thousands of families every year.
Here is what some have to say about their experience with us.
Transparent and compassionate guidance for life’s most important moments.
Let's talk about your estate goals today.
About ClearEstate
ClearEstate is your trusted partner for compassionate, efficient, and transparent estate settlement solutions. Our intuitive online platform and dedicated professionals guide you through every step of the estate settlement process—from filing for probate to acting as Agent to fully settle the estate on your behalf. We offer flat-fee pricing and expert support, helping families save time, money, and stress during life's most important moments.
ClearEstate is proudly backed by leading institutions, including Diagram Ventures, OMERS Ventures, Investissement Québec, IGM Wealth Management, Canada Life Assurance and NAventures (Venture arm of National Bank of Canada). These partners share our vision to modernize estate planning and settlement, and ensure that families across North America have access to reliable, affordable support when they need it most.
ClearEstate proudly serves families across all Canadian provinces and select U.S. states, including California, Arizona, Nevada, New York, Tennessee, and Texas.
Our services are available in English and French.
Our team includes estate professionals with deep expertise, from lawyers and accountants to trust officers and client support specialists. Together, they offer compassionate, personalized guidance to help you navigate every aspect of estate planning and settlement with confidence and care.
While we provide comprehensive estate planning and settlement services, ClearEstate does not offer legal or financial advice related to litigation or investment planning. We work closely with a network of trusted, licensed legal professionals. If your situation requires independent legal advice—such as for complex litigation, contested estates, or specialized tax matters—we'll connect you with the right expert to ensure your needs are properly addressed.
ClearEstate offers a modern alternative to the traditional legal model. We combine technology with expert human guidance to simplify the estate planning and settlement process, including a centralized platform where clients can access documents, track progress, and communicate with our team.
ClearEstate's pricing model is intentionally different from traditional lawyers or notaries. We offer transparent, flat-fee plans—eliminating hourly billing, hidden fees, or unexpected costs. The result: fewer delays, lower costs, and a more transparent, supportive experience from start to finish.
Instantly. You can start today by speaking to an estate specialist to discuss your needs. Book your free, no obligation 30-minute consultation here.
During your 30-minute consultation, you'll speak with an experienced estate specialist who will review your situation, answer any questions you have, and walk you through potential next steps. Whether you're planning ahead or navigating a recent loss, this no-obligation session is designed to help you understand your options and determine if ClearEstate is the right fit for your needs.
