ClearEstate Opiniones 376

TrustScore: 4.5 sobre 5

4,5

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Consulta las opiniones de los clientes

Valorada con 5 estrellas sobre 5

It was worry free, for the most part. Each step of the way I felt comfortable Clear Estate staff knew what they were doing and they provided clear guidance. Clear Estate saved me valuable... Ver más

La empresa ha respondido

Valorada con 4 estrellas sobre 5

The people that I worked with were very well versed in the intricacies of preparing for probate and guiding me through the process. At times I was tired of the edits but now we have everything done an... Ver más

La empresa ha respondido

Valorada con 5 estrellas sobre 5

In March, 2024, my nephew passed away without leaving a will. Being his only remaining relative it became my duty give him a respectable send off and handle the details of his estate. The estate had... Ver más

La empresa ha respondido

Valorada con 5 estrellas sobre 5

I've been working with ClearEstate for some time now. Since the beginning, everyone I've worked with has been professional, thorough, very knowledgeable and helpful. I more recently have been working... Ver más

La empresa ha respondido

Información sobre la empresa

  1. Servicios financieros alternativos
  2. Liquidador de bienes inmuebles
  3. Abogado especializado en planificación de la situación patrimonial
  4. Servicio financiero no bancario

Sobre ClearEstate

Escrito por la empresa

ClearEstate is a technology-driven company that simplifies both estate planning and estate settlement. Founded in 2020, ClearEstate offers an online platform to create and manage wills, powers of attorney, trusts, and navigate the complexities of estate settlement. The platform allows users to plan for the future by structuring their estate, minimizing taxes, and ensuring their wishes are clearly outlined. It also simplifies the settlement process by guiding families through tasks like appointing executors, distributing assets, handling debts, and managing taxes. ClearEstate provides expert support, ensuring clients can update their plans at any time and offering professional executor services to ensure their wishes are respected. Promo Image

Información de contacto

4,5

Excelente

TrustScore: 4.5 sobre 5

376 opiniones

5 estrellas
4 estrellas
3 estrellas
2 estrellas
1 estrella

Ha contestado el 100% de las opiniones negativas

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Valorada con 5 estrellas sobre 5

Very informative

Very informative. Called me back on the phone when internet connection lost. My questions were answered. Gave me some popular questions of other potential clients from past dealings. Promptly emailed me further information.

19 de julio de 2023
Valorada con 5 estrellas sobre 5

Hi Rabiya,

Hi Rabiya,

Thank you for your patience in this matter. I wish I had found your service at the beginning of this process. It appears that all the paperwork has been taken care of and distributions made so I am

done. I learned most non professionals will have problems probating a will and I highly recommend the service you provide.

Thank you again
William Buick

12 de diciembre de 2022
Valorada con 4 estrellas sobre 5

Response times, updated

There is a lot of support during the first few steps of the process. However, lately I have experienced a problem with response time. I provided all the beneficiary information two months ago and filled out as much information as I had in my possession on the DE forms over two months ago. I have been asking questions about next steps but I'm not getting answers. In fact the response times have fallen off considerably. It appears that things could be moving much more quickly than they have been. Very frustrating to be ready to proceed and not get answers to your questions. Edited: Since my initial review, Clemence has been added to my support team. She is communicative and responsive to my questions. She is smart and informative and has changed the speed at which we are moving forward to one I can definitely live with. If this continues, I will be happy to provide another positive update to this review.
Edited 08/01: Since Clemence has become involved, others have elevated their support - based on her remaining a go-between. She knows what has to be done, apparently is able to task her team to complete her requirements, and has made this process feel much more as if the company is now "doing what comes next" in a timely manner. I would recommend using the company but she would come with my recommendation.

15 de julio de 2023
Opinión espontánea
Valorada con 5 estrellas sobre 5

This service was non-existing until I was Introduced to ClearEstate

This service was non-existing so I was relieved when Matthew explained to me what you do.
Everyone does a little here and a little there. Lots say they provide a full service but once you start talking to them you quickly realize they do not. Lawyers etc only provide 20% of what’s required.

So I was actually relieved to here this is not a bunch of over educated over priced lawyers looking at ways to boost their billable time charging for petty items like sending faxes or mailing letters.

One fixed price to provide everything required from Wills, Trusts, POAs, Executors To Estate & Asset Management as well Henson Trust Management for the disabled which is something my family needs. The full suite of online tools to do it all is Fantastic. Thank you ClearEstate!!

17 de julio de 2023
Valorada con 5 estrellas sobre 5

Paula was great

Paula was patient, thorough and understanding.
She she would have to check with her team, and would get back to me in an hour.
I still haven't heard back from her, something must have come up.
I'M SURE i'LL HEAR BACK ON MONDAY.
THANK YOU FOR YOUR SERVICE

5 de julio de 2023
Valorada con 1 estrellas sobre 5

I see your rebuttal is a load of liquid…

I see your rebuttal is a load of liquid cow manure. The client is not the executor, there was no will. YOU were asked to be executor as the client is not trusted. Arbitration is the only way now thanks to your ineptitude to understand, you should read as a company 331 and 332 of the criminal code of Canada.

19 de junio de 2023
Opinión espontánea
Valorada con 5 estrellas sobre 5

John was friendly

John was friendly, polite and answered all my questions. I hope to continue working with the clear estate team.

13 de junio de 2023
Valorada con 5 estrellas sobre 5

Response time

It is a little too early in the process for us to write a complete review, but to date we have found the few interactions to be very positive. The follow-up after each interaction has been quick and sincere, and instills confidence that we are being well looked after. We are looking forward to June 27th for the scheduled information meeting.

15 de junio de 2023

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