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

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Valorada con 5 estrellas sobre 5

Use Clear Estate you will be better prepared for the probate process

There is no way I could have managed the probate process without clear estate. They guide you every step of the way. They have the knowledge and skills required to help an executor get to close out the estate of a loved one. I say use them. Flat rate not lawyers hour rate without knowing the final costs. They were my estate angels. Thank you Godwin and the rest of the clear estate staff. I am too grateful for words. Thank you!

31 de enero de 2023
Valorada con 1 estrellas sobre 5

DO NOT GO WITH THIS COMPANY

DO NOT TRUST OR GO WITH THIS COMPANY. They are liars, time wasters, and thieves. They promised all the bells and whistles up front. It seemed so reassuring in the beginning. We needed someone who could help us with probate. Then the main guy went on parental leave for 4 months a month in. Absolutely NOTHING was accomplished while he was gone. Some newly hired person came in and made a comment about how the case was "extremely complicated and they weren't sure about it" which I had a feeling right then they were going to look for an excuse to get out of it. When we started with them in May, we were looking at a court date in November. The main guy goes on leave. Time keeps on ticking with nothing happening. They forced us to get all these extra documents that weren't needed only to turn around and use them against us as an excuse to drop us without any clarification why. They wasted 6 months of my family's time. We have to start all over. SAVE YOURSELF THE TIME AND DON'T GO WITH THESE PEOPLE. They are NOT lawyers, only ONE employee has the slightest clue of what's going on and he was gone the entire time until they dumped us. They are money grabbers who promise false hope. 6 months is way too much time to waste when there are lives on the line depending on the outcome of probate. They told us in May that it would probably be November before we got a court date. Here we are almost towards November only to find out they aren't going to continue with us with NO CLARIFICATION WHY. It is absolutely sickening what they did to us. And according to other reviews online, this is a common theme with this company. Save yourself the time and get a real probate lawyer. This company is despicable.

25 de septiembre de 2023
Opinión espontánea
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Respuesta de ClearEstate

Dear Chela,
We appreciate your feedback and highly empathize with the frustration that you and your family have experienced. We sincerely apologize for any delay in communications caused by a transition between team members. This is not our usual standard of professionalism and customer service.

To clarify, we did not take any deposit nor collect any form of payment from you. Our services to you have been provided in good faith based on your circumstances, with our team spending time and effort to understand the particularities of the estate administration process in your case, and moving forward with each as best we could while keeping you informed along the way.

Taking on the fiduciary responsibility of an estate is a significant responsibility that comes with financial and legal risk. In this case, the additional complexities that were discovered from your loved one’s estate prevented us, and our fiduciary partner, from continuing to assist you. We apologize if this part of the process was not clearly explained in advance.
We understand the pivotal role of timeliness in such delicate matters and we deeply regret any delays you have experienced. Once again, we are sorry we were unable to continue our services under the circumstances and we wish you the best in your path forward.

Warm regards,
Alex, from ClearEstate

Valorada con 1 estrellas sobre 5

Went downhill fast...

My experience started out strong, then I felt completely neglected. In the course of 3 months I had six different contacts. I had to ping for responses constantly and they upsold me on a service I didn't need. I have spoken to managers and tried to go through proper channels but nothing happened. Will not recommend. Made my mom's death an even worse, drawn out, and expensive experience for me and my sisters.

17 de septiembre de 2023
Opinión espontánea
Valorada con 5 estrellas sobre 5

Informative and Kind

My appointment with Clear Estate answered all those nagging questions I had about how to settle my sister’s affairs. I also got a helpful Executor Checklist to make sure I didn’t overlook anything important. This was a really great service for a bereaved family member swimming in paperwork and I would recommend it to anyone.

24 de agosto de 2023
Valorada con 5 estrellas sobre 5

Clear Estate helped us navigate a very stressful process

Deepa and her team has helped our family navigate probate during a very diificult time after the unexpected passing of our father. Clear Estate made the very lengthly and confusing process of probate so much easier to understand with their clearly laid out steps. Deepa and her team have always answered our questions quickly and thoroughly via email or zoom. Our family would highly recommend Clear Estate to anyone who is faced with the probate process.

6 de enero de 2023
Valorada con 5 estrellas sobre 5

Excellente communication et le délai raisonnable

Trois jours après la signature et le paiement du plan suggéré, j'ai fait part de mon souhait d'avoir accès à la plateforme dès que possible. J'ai immédiatement reçu un courriel confirmant une première rencontre qui aura lieu dans trois jours ouvrables. J'apprécie donc l'excellente communication et le délai raisonnable permettant d'utiliser le produit de règlement de succession.

25 de agosto de 2023
Valorada con 5 estrellas sobre 5

Very informative

Paula was very informative. She answered all of my questions so I better understand the process

15 de agosto de 2023
Valorada con 5 estrellas sobre 5

Excellent service

My experience with Clear Estate was superb. They were gracious and understanding of my needs. I needed a simple cremation, no services and that is what I received. The staff are very easy to work with and really listen to your needs, I did not feel any pressure to upgrade. They provide a necessary service at reasonable cost.

25 de julio de 2023
Valorada con 5 estrellas sobre 5

The Presenter & Presentation

The presenter was patient, professional and thorough. He made us feel valued and our questions important. Having watched the Executor 101 presentation through CARP in advance of our meeting, we were prepared and Matthew Gottlieb was able to present us with information we would not have known to ask about. He provided us with information and understands we need time to discuss our needs with family and make some decisions to include in our estate planning.

25 de julio de 2023
Valorada con 5 estrellas sobre 5

Very helpful

Both agents who have helped us so far have been excellent - very knowledgeable and willing to share information, etc.

19 de julio de 2023
Valorada con 5 estrellas sobre 5

I appreciated their professionalism

I appreciated their professionalism, communicativeness, and honesty. The person I spoke with was very candid and explained that ClearEstate would not be useful given my particular situation. That will probably save me lots of money.

20 de julio de 2023
Valorada con 1 estrellas sobre 5

Live and learn…

My experience started out fine even though response time was slow and some mistakes were made on their part that delayed things. I realize they don't give legal advice but when I found a local lawyer to help with an issue and asked for Clear Estate to do the documents, they never responded. I asked at least 3 times for copies of a demand letter they sent so I could prove that was done, no response. In getting to the final distribution, I've heard from them once almost 2 months ago and haven't heard anything since. I gave up asking questions as they would never respond to them. I've come to the conclusion that it's important to get probate help from legal professionals that are familiar with the county the probate is being held in. Not knowing even the smallest rules of that court can cause costly delays.

21 de julio de 2023
Opinión espontánea

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