Tatiana was very kind, patient and professional. She helped to clarify the remaining process and steps to expect until our estate planning is complete. She also demonstrated how to move around on... See more
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Review summary
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Reviews shaping this summary
We knew we needed to redo our wills and assign new executors. Clear Estate was very efficient and helpful in explaining our options. While there a fair amount of upfront work, it will make the situati... See more
Company replied
We are very pleased with how helpful and flexible everyone were with us during the process and how helpful they have been. There has been a few delays requested by us and all were accommodated to our... See more
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The actual showing of the portal to go through and answer, confirm, edit, etc. during the meeting was helpful in getting more comfortable withe the portal. Also Tatiana Milad was proficient in answer... See more
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Company details
- Alternative Financial Services
- also in
- Estate Liquidator
- Estate Planning Lawyer
- Non-bank financial service
About ClearEstate
Written by the company
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.
Contact info
614 St-Jacques # 100, H3C 1E2, Montreal, Canada
- 1-866-210-2362
- hello@clearestate.com
- clearestate.com
4.6
Excellent
403 reviews
Asks customers to review
This company invites their customers to review, whether positive or negative
Replied to 100% of negative reviews
Typically replies within 48 hours
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I have better understanding of how the…
I have better understanding of how the whole process works thanks to Stephen for his professional knowledge, I'm looking forward to meet him again
20 August 2024
Mr. Dal
Mr. Dal was knowledgeable and friendly. He was attentive and provided useful information. I appreciate his assistance.
10 August 2024
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 August 2024
Unprompted review
free down-loadable checklist not available
the link to the free down-loadable checklist does not take you to a down-loadable checklist (free or otherwise)
7 August 2024
Unprompted review
Fantastic Consultation
29 July 2024
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 July 2024
Reply from 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.
Great info and presentation
9 July 2024
Paula has done a great job of…
Paula has done a great job of explaining the process of settling the estate for someone without a will as well as the services which clearestate offers.
7 July 2024
Christopher Cole - A Crazy Year
Everyone has been kind and very helpful. I’m the one who’s been anxious and less-than-productive. But, I have now been named Administrator by the Probate Court, and we are moving forward.
19 January 2024
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 June 2024
Shaz was exceptionally caring and…
Shaz was exceptionally caring and thoughtful and answered all my questions and concerns
28 June 2024
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 June 2024
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 June 2024
Unprompted review
Reply from 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
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 June 2024
Unprompted review
He was helpful by telling me how and…
He was helpful by telling me how and where I can look to acquire a surety bond. Where I would not have a clue.
4 June 2024
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 August 2023
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 May 2024
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