About
ClearEstate provides transparent estate settlement solutions through the combination of highly trained professionals and state-of-the-art technology.
Our estate settlement services can help save over 120 hours of paperwork, more than $8,500 in fees and countless headaches throughout the estate settlement process.
ClearEstate does all the work related to estate settlement. Dedicated estate professionals handle probate, tax filing, government agencies and financial institutions relation, and much more. Executors have 24/7 access to a customized Estate Overview Dashboard, Accounting Dashboard and Companion Tool. Beneficiaries can be given access to pertinent information about the estate through their Beneficiary Portal.
Four affordable plans are available to choose from, making estate settlement services accessible to all sizes of estates.
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Probate
We help prepare an inventory of the estate and get through all the application paperwork. Our intuitive dashboard helps you keep track of your progress.
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Estate inventory
Keep track of the entire estate, including debts, real estate, cash, pension plans, and personal property
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Cost estimates and inheritance calculator
ClearEstate helps keep track of fees and expenses, while the inheritance calculator lets everyone see exactly who gets what after the estate is settled.
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Digital Documents Vault
Keep every communication, transaction, and document pertaining to the estate in a secure online vault, where only relevant parties can access them.
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Estate Distribution Tree
Generate a clear & visual distribution plan for the estate’s assets according to the will and area of jurisdiction.