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

Extraordinary, for real

We had a special case that required a lot of extra attention. The ClearEstate team went above and beyond. I'm not kidding, no other provider of estate planning services would have been able to do what they did, all above board, fully legal and in compliance. It was literally amazing to watch Angie and her team go the extra mile for us. I can't thank them enough!

8 de agosto de 2024
Opinión espontánea
Valorada con 2 estrellas sobre 5

I was looking for legal advice and was…

I was looking for legal advice and was surprised to learn that your expertise does not extend to lawyers. Your advertisement is misleading and should be changed to reflect that your service is not provided by lawyers.

12 de julio de 2024
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Respuesta de ClearEstate

Dear Lee,

Thank you for sharing your feedback. We sincerely apologize if any of our communication has caused confusion or led you to feel misled. Your concern is very important to us, and we take it seriously.

We strive to be clear in all our communications, emphasizing that we are not a law firm and that our services are not provided by lawyers. In most cases, estate settlement does not require a lawyer. During your free consultation, we uncovered that your situation involves litigation, which is a no-go for our services.That is why we hold free consultations. We aim to better understand your needs to make sure we can support you and your family through the estate administration process.

We have nonetheless conducted a thorough review of our materials to ensure that we are not inadvertently implying otherwise. Although we did not find any instances of this, we will double our efforts to clarify this in all our communications moving forward.

Thank you again for bringing this to our attention. We value your input and are committed to improving our services.

Valorada con 4 estrellas sobre 5

Hi my name is Robert Robinson and I'm…

Hi my name is Robert Robinson and I'm here to let you know I don't know what this collection is about because I never ordered anything or ask for loan or any of that so I don't know what this is about just to let you know there's someone else that is using my name to try to destroy my credibility so if you need to contact me please contact me at 559 513 3479 thank you

19 de junio de 2024
Valorada con 5 estrellas sobre 5

My review

I was provided with answers to my millions of questions and pointed in the right direction to get started on this difficult journey.

25 de junio de 2024
Valorada con 1 estrellas sobre 5

If I could give them zero stars I…

If I could give them zero stars I would.

They promised dates for paperwork and filings that were grossly mis managed. I had to ask them again and again to actually provide the service that was promised. I contacted them in October of 2023 to manage the estate of my grandmother. Her estate was VERY simple and I'm still fighting with them to actually do the work and get the estate closed. The fancy dashboard stopped working months ago and they never fixed it. It seems I'm on my own to wrap up the estate. Thousands of dollars for almost nothing. Buyer BEWARE. DO NOT USE THIS SERVICE. They promise the best and provide the worst. Get an actual lawyer and save yourself major stress and heartache.

14 de junio de 2024
Opinión espontánea
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Respuesta de ClearEstate

Dear Jillian,
Thank you for taking the time to leave us your valued feedback. We truly appreciate it.
We want to address some of the concerns you raised. After carefully reviewing the file, we believe we have provided diligent and expedient service in this case.
As you mentioned, you initially reached out to our office in late October regarding the sale of the main property. At that time, you informed us of a firm deadline in December, just weeks away, to complete a sale transaction. Upon receiving your request, we expedited the probate application process to ensure it was granted as quickly as possible. Thanks to the efforts of our team, probate was successfully granted, allowing us to proceed with the necessary steps. Although the court's schedule is beyond our control, our proactive expedition of the processing of your application ensured that you could proceed with the sale of the property within your desired timeframe.
Regarding your concerns about our platform, after a thorough review, we can confirm that it is fully up-to-date and functioning as intended and all core features are operational.
We understand that the complexities of the estate settlement process can sometimes be daunting. However, please be assured that we are diligently following the due course of action to complete the process and wrap up the estate. We understand the importance of this matter and, with your collaboration, are committed to seeing it through to the end.
If you have any further concerns or require additional assistance, please do not hesitate to contact us. We remain committed to resolving this matter to your satisfaction.
Best regards,
The ClearEstate Team

Valorada con 5 estrellas sobre 5

Helpful & professional

Helpful & professional. I never could have managed the process of my late husband’s estate without the help of Clear Estate. I am grateful that some stress was taken from me during this process & am satisfied with the results. Thank you to all who assisted me through this. I would recommend Clear Estate services I would definitely use them again.

12 de junio de 2024
Opinión espontánea
Valorada con 5 estrellas sobre 5

Rabiya and Samantha have been amazing…

Rabiya and Samantha have been amazing to deal with! They took me through a probate process and simplified everything to make it all as seamless as possible. I highly recommend anyone needing this type of service to contact them immediately, they really have your best interest at heart.

18 de agosto de 2023
Valorada con 5 estrellas sobre 5

Very helpful during a difficult time.

I had a consultation with Stephen Piazza today at ClearEstate. He was patient, kind and very knowledgeable. And although my situation was was not one ClearEstate could help me with, Stephen took the time to talk it through, which was very helpful. I will definitely use ClearEstate in the future and recommend them to anyone.

22 de mayo de 2024
Valorada con 5 estrellas sobre 5

Great job Clear Estates!

Employees extremely knowledgeable and helpful. Meeting times were arranged to suit our needs.
Answered all our questions and assisted with any complex requirements. We feel heard and well prepared with our final wishes.

22 de diciembre de 2023

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