One of the most common questions we are asked is the classic "Who should I name as my executor?"

ClearEstate makes that easy to answer!


Your one-stop shop for everything estates - related,
with plenty of FREE tools and resources.

Whether you're planning an estate, settling an estate or inheriting an estate,
you'll find everything you need!

For everything you want to pass along, including your love! Be 'Ready' for 'When' the time comes!
Estate planning and settlement services with clear, upfront pricing, affordable for almost any estate.
Personal Fiduciary Certificate course for DIY POAs or Executor / Executrix
Search for a Will or register a will so it can be found if the original is lost
Proprietary executor-focused calculators.
Convenient 1,000 Term Glossary.
Virtual locking filing cabinet for safe document storage.
The Insured Home Income Plan (IHIP) uses some of your inheritance to leverage your home equity but without leaving any debt.
Use the Heirs wizard to determine what you want then save money with low fee options.
Why wait for the things your family needs today? Easy application and you could have your inheritance in days.
Selling an estate property is vastly different than regular transactions. Talk to the professionals today.
Why pay estate expenses out of your own pocket? Get money for funerals and probate fees until estate assets are unfrozen. Easy application and funds in your account in days.
The most effective way to advertise for creditors and avoid being sued personally for debts of the estate.
Executor EASE is a corporate executor services provider for those overwhelmed due to grief or capability for any reason. You don't have to go through it alone.
Easy, affordable, probate application, estate settlement and distribution, all just using your phone. Now that's 'handy'!
Executor liability insurance for executor applications. (ie: if testators failed to provide in their planning)
DIY Online Life Insurance. Delivering Tax-Free Cheques at exactly the same time the Tax Bills arrive!
For everything you want to pass along, including your love! Be 'Ready' for 'When' the time comes!
One stop shop for downsizing, move management, transition and estate sale needs. Save time and money.
Do the Index - Are you prepared? Find out in just ten minutes. Save time with expensive advisors
Family isn't always the best option for executor. Hire the pros or outsource parts of the job
DIY Online Life Insurance. Watch the video and see why doing it yourself can make so much sense!
Take 2 minutes to watch the How It Works video and you'll save yourself all kinds of time.

Personalized Services for all Areas

We provide free guidance, one-on-one support, resources and customizable documents for executors, testators and heirs.

Have you been named?Executors

An executor is a person or institution appointed by a testator to carry out the terms of their will. We can help you:

  • Learn how to assess the personal risk you're taking on.
  • Learn how to obtain executor insurance and what your options are to get the help you need.
  • Find forms, letters, and contact information and documents from government to banking to online accounts.

Are you prepared?Testators

A testator is a person who has made a will or given a legacy, or is in the process of doing so. We can help you:

  • Select an executor that you trust to ensure your wishes are carried out.
  • Get your affairs in order, including wills and power of attorney.
  • Learn how to minimize taxes in the process.
  • Make things as easy as possible for your family.

Are you in the will?Heirs

An heir is a person who inherits or is entitled by law or by the terms of a will to inherit the estate of another. We can help you:

  • Manage contesting inheritances, inheritance loans and application forms.
  • How to be smart with your money, reduce taxes and avoid high investment fees.
June 20th, 2024