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

The whole team was great

The whole team was great. This is a very emotional situation to be in. Everyone was empathetic, prompt and made the process very easy to understand. They were with me every step of the way literally! I would definitely recommend ClearEstate to anyone in my situation.

28 de julio de 2023
Valorada con 5 estrellas sobre 5

Great company to deal with, they remove all the stress.

Great company to deal with. They simplify a complex process (for a first timer anyway). Robert is just great to deal with - timely communication and explains everything very well. I was stressed about tackling my first time as an executor - Robert and Clear Estates removed all the stress.

18 de julio de 2023
Valorada con 5 estrellas sobre 5

Good Information…

John was knowledgeable and was able to pivot and respond to my questions rather than sharing a canned report. I was happy to hear about your flat fee option and that I can refer some of my clients to your company for assistance after losing a loved one.

18 de noviembre de 2023
Valorada con 5 estrellas sobre 5

Surprise ...Estate planning needs a professional!

Despite having already completing the process for my sweet Dad's estate, a lump sum of money arrived from an unexpected source...so we had to pull in the support of ClearEstate. The lawyers have been amazing, smart, and thorough especially with the complexities we experienced. Best of all this is an affordable process, and I appreciated the guidance from genuinely caring professionals.

12 de diciembre de 2022
Valorada con 5 estrellas sobre 5

Community Service at its Best

I always received a quick response from employees. Appointment dates and times were readily available. Staff was very helpful and patient explaining the details of preparing my estate and they were very persistent in making sure I FOLLOWED through on submitting documents. An overall great experience.

12 de diciembre de 2022
Valorada con 5 estrellas sobre 5

We just started the process

We just started the process. Paula and Jessica have been very helpful so far and I am certain they will continue to do their best to get us through this process and trying time. We will definitely be sharing your number with family and friends.

5 de octubre de 2023
Valorada con 5 estrellas sobre 5

Estates - Made Clear

I thought I could tackle estate management and probate myself. The more I learned about it, the more questions I had. But I did not feel that the estate was complex enough to warrant paying a lawyer the partial value of the estate plus additional costs. I was willing to do some leg work.

ClearEstate gives you the support you need to process estates, tackle probate and get through a generally difficult time. My support team (lead by the kind and very professional Rabiya) met with me regularly, checked in, and helped me along. Virtual meetings helped solidify the tasks and checklists helped me move through the required steps to get through probate.

Would I recommend ClearEstate? Absolutely. You need to be willing to do the work. And you need to have some comfort with using a computer and virtual meetings. It will save you thousands of dollars.

16 de marzo de 2023
Valorada con 5 estrellas sobre 5

ClearEstate is a great alternative

ClearEstate has worked diligently to process the filing for probate and other associated tasks with efficiency and competency. The cost is so much more reasonable than the statutory fees allowed by traditional attorney. My mother's estate is not complex and this is the great solution. I am pleased with ClearEstate and particularly with Deepa Shrotri and team. Thank you.

2 de octubre de 2023
Valorada con 5 estrellas sobre 5

Great advice and so easy

Great advice and so easy! They are so nice and understanding. I didn’t need too much help because I don’t have to go through probate but John was so friendly and still helpful even though the company couldn’t help me.

12 de octubre de 2023
Valorada con 5 estrellas sobre 5

Great asset on your side in a hard time.

Losing a family member is hard enough. Then I realized just how difficult the state, banks, creditors, and local municipalities can make the process of dealing with an estate. ClearEstate worked with me, guiding me through the process, advising me through the tricky parts. I would have been lost many a point if it weren't for their help. They were quick to respond and researched the answers they didn't know right off the bat. I couldn't have asked for a better team on my side for this process. It was a great relief to know I had someone to turn to for answers. I have to give an extra praise to Deepa. She was understanding and patent with all my questions and problems through the process. Thanks to ClearEstate I can finally put this behind me and move on.

13 de diciembre de 2022
Valorada con 5 estrellas sobre 5

Friendly and informative

They were always very friendly and quick to respond to questions. There were a couple of minor technical hiccups with their platform early on, but they resolved the issues quickly and professionally.

23 de diciembre de 2022

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