Solution introduction

Partner with ClearEstate

ClearEstate is your dedicated one-stop shop for expert, personalized, tech-enabled estate planning and settlement services

ClearEstate is on a mission to revolutionize estate planning and settlement services, making them easy, accessible and affordable for the 90% of North Americans that were previously unserved.

Our team of estate professionals provides affordable, transparent, one-on-one support for all estate-related matters.

Our Partners
We partner with financial institutions, wealth advisors, insurance advisors and bereavement professionals so that they can help us accomplish our mission of providing accessible and affordable estate planning and settlement solutions to a vastly underserved market across North America.

From large companies to independent operators to family-owned businesses, ClearEstate acts as an extension to their service offering, providing sophisticated yet cost-effective services to families with estates of all sizes.

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