ClearEstate Opiniones 376

I like how prompt Rabiya and Sarah got back to me when I had a question. And the step by step guidance in completing the forms. I feel if you didn’t have any computer skills this process wouldn’t be very helpful.So anyone fairly elderly who doesn’t use a computer would not be able to go this route.
But with Rabiya and Sarah’s guidance I got it done.i had many questions and they were great to get back to me.
The only thing that I hoped was that it would have been a faster process. We will be a year and half by the time it is completed .

Paula was very knowledgeable and clear in explaining the options and answering all my questions. She was not at all pushy, wanting me to make the best decision for my needs and preferences.
I felt confident that the services would be provided as presented.

So far I have had a great experience with Clear Estate. I was attracted to using them because of the very reasonable fees they charge. They have smart people working there that are sincere & eager to help. I would recommend them to anyone who is looking for good value legal service without the fast talking BS you get with a lot people in this line of work.

The greatest recommendation that I can give is repeat business.
I have had to do two probates back to back.
After the outstanding help I received on the first probate, I contracted Clear Estate to do the second!

Talking to one of your employees which it was very helpful

I watched the presentation you gave through the CARP organization and open my eyes to many things I had not thought about when planning our estate. Dana contacted me and we set up a meeting with Shaz. He explained the process and helped with the next steps answering any questions we had along the way. From that experience we chose to plan our estate with your company.

As the executor of my recently deceased friend, I was having a hard time navigating through the large to-do list and particularly the probate system when I came across ClearEstate's website. It seemed a perfect fit. I arranged for an initial consultation with Stacey who was very understanding and clear in what the company provided (particularly taking the stress away) so I jumped in! Since that time Rabiya and Samantha have been patiently guiding me every step of the way. They've been there to answer questions quickly and knowledgeably in their friendly manner and I've even managed to learn a lot along the way. To have all documents and financial information in one place on the ClearEstate platform has been invaluable. I would highly recommend anyone looking for any degree of estate assistance to consider ClearEstate, I could not have managed without them.

je dirais que nous recevons beaucoup trop de courriel au départ.

Very helpful and professional at all stages of the process.

They are doing a lot of the work for us, and giving us clear instructions on how to go through probate process, which is a long and stressful ordeal.

My husband and I got referred to ClearEstate by our financial advisor and I'm glad we made the choice to work with them.
The process of writing wills and protection mandates requires to discuss difficult topics that can make people uncomfortable. Working with Clémence at ClearEstate made that process much easier and encouraged us to get it done. She provided the gentle hand-holding that we needed in order to get through the steps.
The platform is easy to use and navigate. We encountered a little glitch that got fixed fairly quickly, which tells us that their engineering team is efficient and reactive.
I would recommend ClearEstate to individuals who don't know where to start with this process and need extra support.

I started the process in January 2024 and wound up having to cancel in April 2024. The process was going too slow for me but my situation was rather complicated. While trying to resolve a hic-cup in the process I began to doubt the legitimacy of the service. With me being in California and ClearEstate being in Canada I started to get worried. However, when I mentioned canceling and refunding, they did step up to the place and with no hassle or hesitation, made a full refund. So this eased a lot of my fears. So if you have a straightforward need to become Executor, I'd recommend their service...

Shaz was very polite, friendly, patient and informative and not at all pushy.

The entire appointment process was flawless, it was done via video call which was of impressive quality.
Advisor Shaz Dal, of Estate Solutions was amazing, and extremely pleasant to work with! His professional manner throughout the consultation process was very informative, and took the time to answer as many questions as possible during the allotted time.
It's a very refreshing feeling to deal with a professional who actually cares.
I wouldn't hesitate in referring Clear Estate Services to anyone planning their will, or settling a loved ones estate. I wish I'd only known about them sooner, it would have saved me a lot of time and money.

Very Thankful,
Frank Esposito

Great experience ! Shaz has been a very pleasant person to speak with. Very knowledgeable, professional and patient.

John was knowledgeable and helpful without being pushy.

We can very much recommend Clear Estate who guided us through the estate planning process - a process we had been avoiding for years - with professionalism and expert knowledge, answering all questions and concerns promptly and to our complete satisfaction. We particularly like that Clear Estate's fees are all up front so you know what you're dealing with when it comes to future reviews and changes, unlike the lawyers offices we spoke with who would charge a large fee for every future change. Clear Estate's all online approach was user friendly and comprehensive, providing a platform that includes the estate plan, documents, POAs, communication history etc.
So thank you again to Clear Estate, it has been a pleasure working with you.

Tous les aspects de la succession sont couverts et les personnes présentes répondent aux questions d’une façon professionnelle. Ils prennent aussi note d’améliorations potentielles à faire sur la plateforme. On sent qu’on est accompagné dans le processus.

My experience since the passing of my son has been excellent. Deepa and her team helped me get through this probate process during a very difficult time after the unexpected passing of my 38 year old son. Deepa made the very lengthly and confusing process of probate so much easier to understand. She was knowledgeable and patient. Outlined services very clearly. I live in New York State and my son lived in Texas which added to the complications of the process. Deepa and her team have always answered my questions quickly and thoroughly during the process. Our family would highly recommend Clear Estate to anyone who is faced with the probate process. They saved us so much time and money.
Thank you again.

Do yourself a favor and move on. We hired ClearEstate in Oct'22 and they were initially helpful for about 6 months. Then the turnover started and hasn't stopped. I have had outstanding questions out to our current 'rep' for over a week without a response after 3 follow-ups. I think they must have run into funding issues and it would honestly surprise me if they are still a viable company in 18 months.