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
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Consulta las opiniones de los clientes
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
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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
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
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Información sobre la empresa
- Servicios financieros alternativos
- Liquidador de bienes inmuebles
- Abogado especializado en planificación de la situación patrimonial
- 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.
Información de contacto
614 St-Jacques # 100, H3C 1E2, Montreal, Canadá
- 1-866-210-2362
- hello@clearestate.com
- clearestate.com
4,5
Excelente
376 opiniones
Ha contestado el 100% de las opiniones negativas
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Excellent concept & very useful info,
Excellent concept & very useful info,
Highly recommend!
10 de febrero de 2025
Respuesta de ClearEstate
Hi Bob,
We sincerely appreciate your kind words about our service. Thank you for taking the time to share your positive experience with us. Your satisfaction is our top priority, and we're thrilled to know we met your expectations!
Sincerely,
The ClearEstate Team
Good instructions!
We received excellent instruction on Wills and Executors. Our questions were answered well and completely.
19 de febrero de 2025
Respuesta de ClearEstate
Hi Don,
Thank you so much for your 5-star review! We’re thrilled to hear that you found the information valuable. It was our pleasure to assist you, and we’re here if you need anything else in the future!
Sincerely,
The ClearEstate Team
Respuesta de ClearEstate
Hi Audrey,
Thank you so much for the 5-star review, it is much appreciated. We are glad we could be of help.
Sincerely,
The ClearEstate Team
He was extremely helpful and very…
He was extremely helpful and very courteous. Patiently answered all my questions.
31 de enero de 2025
Respuesta de ClearEstate
Hi Gary,
Your feedback means a lot to us. We're pleased to know that you had a positive experience with our service. Thank you for the 5-star review!
Sincerely,
The ClearEstate Team
Terrible service
I believe this is a legitimate company, but it's a very bad service. They make many mistakes, which can cost you thousands of dollars. Hire an experienced probate lawyer. I've been dealing with them for almost 2yrs. I've experienced Many broken promises and a lack of experience from clear estate.
27 de enero de 2025
Opinión espontánea
Respuesta de ClearEstate
Dear at,
Thank you for bringing your concerns to our attention. We are deeply committed to delivering exceptional service and ensuring a seamless, supportive experience throughout the settlement process. Your feedback is invaluable to us, as it helps us continuously improve and maintain the highest standards of client care.
When it comes to settling a loved one's estate, the process is rarely one-size-fits-all, as each case presents its own unique set of challenges and intricacies. While the typical timeframe for estate settlement generally falls within the range of 12 to 18 months, the actual duration can vary significantly depending on the complexities involved in the estate. Factors such as the size of the estate, the nature of the assets, potential disputes among beneficiaries, and the efficiency of the executor can all influence the timeline.
Our experienced team is dedicated to providing exceptional service, bringing extensive knowledge and expertise to every interaction. We apologize if your experience with us has not lived up to expectations. A customer success manager will contact you promptly and will escalate any concerns to management and work diligently to resolve them.
At our organization, your success and satisfaction are our highest priority. We are deeply committed to delivering exceptional service, providing personalized support, and exceeding your expectations throughout our entire engagement.
Thank you
The ClearEstate Team
Grateful for Clear estate’s help!
Clear estate has made the probate process much easier to navigate. I couldn’t have done this by myself and am extremely grateful for the guidance and support I am continuing to receive in each step of the way. Godwin has been my go to representative and he is very timely and clear with his responses. The whole estate team is very well versed in the process and I wouldn’t absolutely recommend them to help with anyone’s probate. Thank you Clear estate!
11 de mayo de 2024
Respuesta de ClearEstate
Hi Amber,
We truly value your kind words and are grateful for trusting us through this process. Your feedback motivates us to keep striving for excellence.
Sincerely,
The ClearEstate Team
Very helpful
Very helpful. Very informative. Not a high pressure salesman which is greatly appreciated
Thank you
8 de enero de 2025
Respuesta de ClearEstate
Hi Marvin,
Thank you for you positive feedback. We greatly appreciate it. We hope to support you further.
Sincerely,
The ClearEstate Team
The meeting is brief
The meeting is brief, clear, and informative. The consultation is very helpful for me to understand the estate settlement process at ClearEstate and the associated cost. Thank you!
7 de enero de 2025
Respuesta de ClearEstate
Hi Wenjie,
We are so pleased to hear about your experience. Thank you for sharing your feedback with us.
Sincerely,
The ClearEstate Team
Respuesta de ClearEstate
Hi Curtis,
Thank you for your positive review. We greatly appreciate it.
Sincerely,
The ClearEstate Team
Probate planning consultation
Shaz was excellent, I got more information on probate requirements in a 15 min meeting than in hours dealing with the bank.
I can't speak to the organization but his customer service was exceptional - I would highly recommend.
19 de diciembre de 2024
Respuesta de ClearEstate
Hi Eric,
Your feedback means a lot to us. We are pleased to know that you had a positive experience during your consultation. Thank you for your encouragement.
The ClearEstate Team
Very overpriced for ser ice provided…
Very overpriced for ser ice provided compared to competition. Seemed like a greedy money grN
11 de diciembre de 2024
Respuesta de ClearEstate
First and foremost, we are deeply sorry for your loss. We understand how overwhelming and emotional this time can be, and we are truly sorry that your experience with us did not meet your expectations.
At ClearEstate, we offer fixed-price packages designed to provide comprehensive, end-to-end estate settlement solutions. Our goal is to make the process as seamless and stress-free as possible for families navigating these challenging times. Unlike traditional options that often charge hourly fees and require you to work with multiple professionals, our approach centralizes all the necessary services under one roof, which can ultimately save time, reduce costs, and eliminate unnecessary complications.
We regret that we did not have the chance to fully explain the scope and value of our services, which include navigating the complexities of intestacy (settling an estate without a will) and assuming much of the administrative and legal burden. It’s not uncommon for families to find traditional routes more expensive when factoring in the need for multiple professionals and unforeseen costs.
We deeply value your feedback and would welcome the opportunity to revisit this conversation. We are confident that we can demonstrate how our tailored solutions can bring you peace of mind during this difficult period.
Sincerely,
The ClearEstate Team
John was very direct
John was very direct, didn't try to sell me anything - very helpful!
3 de diciembre de 2024
Highly recommended!
ClearEstate provided an initial no obligation consultation that was informative, delivered respectfully by a knowledgeable person accompanied with a trust that the company was quite aware of the various pylons and pitfalls that go with Estate administration and handling probate matters.
3 de diciembre de 2024
I found this company when I search…
I found this company when I search Estate lawyer online since I need a lawyer to deal with Estate in both Canada and USA. They promised they could definitely handle the case in both countries. I paid the fees and provided them with all the info, but two different people gave two different information, over half year passed, they told me they couldn’t handle the case. Wasted all those time! Incompetent people! Be careful if you want to sign the contract with them!
27 de marzo de 2024
Opinión espontánea
Extremely Disappointing and Unethical Service - Avoid Clear Estate at All Costs
I wish I had never worked with Clear Estate for my mother's probate services. I paid in full back in June for their probate assistance, under the impression that everything would be taken care of, from start to finish, without any hidden costs or surprises. Well, here we are in November, just before the final documents are to be submitted to the government, and out of nowhere, Clear Estate calls me to say that their pricing has changed—and now, after I’ve already paid, I’m expected to pay an additional $2,000+ if I want them to continue working on my case.
This is absolutely outrageous and a blatant scam. When I signed up for their services, I was told that the full amount I paid would cover all the work needed to manage and finalize my mother’s estate. Now, with no warning, they are demanding more money from both new and existing customers, regardless of whether you've already paid in full or not. For comparison, if I paid a doctor for a treatment upfront, and the price of that treatment went up between the time of booking and the time of the appointment, I certainly wouldn't expect to pay the new, higher price. That would apply only to new patients—not to someone who’s already paid and has a binding agreement. It feels like they are holding my case hostage and exploiting grieving families for more money at a time when they’re already dealing with enough stress.
The fact that Clear Estate would do this—adding extra charges on top of what was already paid—shows a total lack of integrity and respect for their clients. Probate and estate management is a sensitive process, especially when you are dealing with the loss of a loved one. To be put through the emotional and financial strain of dealing with this company is heartless and completely unprofessional.
Please, do not trust Clear Estate. They will take your money, provide mediocre service, and then demand more funds at the last minute, leaving you in a difficult position with no recourse. There are many other probate companies out there who are ethical, transparent, and trustworthy—Clear Estate is not one of them. I will be taking my business elsewhere and will be warning others to steer clear of this company.
Do yourself a favor and avoid the headache, stress, and financial burden of working with Clear Estate.
28 de noviembre de 2024
Opinión espontánea
Respuesta de ClearEstate
Dear Su,
Thank you for bringing this to our attention. We want to start by saying that we are deeply sorry for the frustration and disappointment you’ve experienced. Your feedback is important to us, and we would like to provide some clarity on the situation.
Recently, we made the difficult decision to discontinue certain service tiers, including the one you initially selected. This decision was driven by the need to ensure the long-term sustainability of our offerings and provide the highest level of support to our clients. I completely understand how this change may feel like you're being asked to pay more for "the same service," but I want to assure you this isn’t the case.
The Complete package we’ve offered as an alternative includes significantly more services and benefits than the plan you currently have, such as filing of tax returns, and guided support for liquidation and final distribution. To make the transition fair, we’re offering affected clients the opportunity to upgrade at a discounted rate—covering only the difference in value between the two plans. We also offered all affected clients the option to receive material compensation on the amount of the total fees paid, as compensation for our inability to meet the expected level of service delivery.
We take pride in being transparent and fair in all we do, and I regret that this situation has made you feel otherwise. Please don’t hesitate to reach out to us directly so we can go over your options in detail and address your concerns further.
We’re looking forward to continuing working with you finalizing the settlement of your estate and demonstrating the value we strive to bring to every client.
Sincerely,
ClearEstateTeam
John was very knowledgeable
John was very knowledgeable, polite and professional. He explained that probating my wife’s Will would only be needed if required by the Oil Company seeking to lease my property, which is consistent with what I was told by a local attorney. John is going to provide a detailed list of the services y’all would provide in addition to the Will probation. John also stated he would call on Friday to see whether or not I received the Oil Lease check. Jerry Kotzur
25 de noviembre de 2024
Shaz is great
Shaz is great. He answered all of my questions and was lovely to deal with. I highly recommend him.
21 de noviembre de 2024
Seems like a great company to get help
Stephen was super thorough and kind as he walked me through how this company works. If my situation aligned I would definitely work with this team. You can tell that they really care and know their stuff.
20 de noviembre de 2024
Probate
Although my probate situation was very complicated. And not within the scope that they handle. They were very helpful in answering questions that I had. Very professional and compassionate.
11 de noviembre de 2024
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