ClearEstate
ClearEstate is a Montreal-based digital estate planning and settlement platform that guides executors and estate planners through probate, wills, and power of attorney via flat-fee subscription plans, serving individuals across all Canadian provinces and six US states with institutional distribution through partners such as Canada Life.
- Company typePrivate
- Founded2020
- HeadquartersMontréal, Canada
- Headcount51–100
- GTM typeB2B and B2C
- OfferingSoftware
What ClearEstate does
ClearEstate Technologies Inc., founded in 2020 and headquartered in Montreal, operates a cloud-based digital estate planning and settlement platform that guides individual executors through probate, tax filing, and estate closing, and offers will creation and power of attorney services for individuals planning ahead. The platform is hosted on Google Cloud Platform with AES-256 encryption, bcrypt hashing, JWT authentication, and SOC2 Type I and Type II compliance, and exposes a REST API with multi-tenant role-based access for executors, beneficiaries, dependents, advisors, and estate professionals. The platform serves all Canadian provinces and six US states (California, Arizona, Nevada, New York, Tennessee, Texas) in English and French, and claims 100,000+ executors have used its probate checklist.
The company's revenue model combines subscription-based flat-fee Estate Settlement and Estate Planning plans with Professional Estate Representative services delivered through a fiduciary partnership with Natcan Trust Company (a National Bank of Canada subsidiary), plus a freemium Advisor Basic and paid Advisor Pro tier for financial advisors. Additional revenue comes from third-party service disbursements (court fees, legal services through the ClearEstate Independent Attorney Network, tax preparation, and appraisals). The go-to-market is hybrid: direct self-serve consumer acquisition through the website and content marketing, paired with enterprise distribution through financial advisor networks, with the June 2025 Canada Life strategic partnership (including a $15 million equity investment) opening institutional referral and workplace benefits channels.
The company is backed by Diagram Ventures, OMERS Ventures, Investissement Québec, IGM Wealth Management, Canada Life Assurance, and NAventures (National Bank of Canada's venture arm). It maintains offices in Montreal, Toronto, and Irvine, California, and operates as a privately held company with 51-100 employees. No AI/ML capabilities are explicitly disclosed in the product portfolio, and the platform's differentiation rests on workflow digitization, transparent flat-fee pricing versus traditional hourly legal billing, institutional distribution partnerships, and curated legal/fiduciary ecosystem access.
ClearEstate firmographics
Firmographics- Name
- ClearEstate
- Legal name
- ClearEstate Technologies Inc.
- Website
- https://clearestate.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- ClearEstate is a Montreal-based digital estate planning and settlement platform that guides executors and estate planners through probate, wills, and power of attorney via flat-fee subscription plans, serving individuals across all Canadian provinces and six US states with institutional distribution through partners such as Canada Life.
- Ownership category
- akta.pro rank
ClearEstate industry classification
Industry- Product category
- Estate Settlement & Planning Software
- NAICS
- Software Publishers (5132)
- akta.pro primary industry
- Estate Administration & Probate Services (FSAAANAE)
- akta.pro secondary industry
- Trust & Estate Tax Planning & Compliance (FSAEAKAE)
Keywords
Where ClearEstate is headquartered
LocationHeadquarters
- HQ city
- Montréal
- HQ country
- Canada
- HQ region
- North America
Offices3 records
Markets served
ClearEstate business model
Business model- GTM type
- B2B and B2C
- Offering type
- Software
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Estate Settlement Plans: Subscription-based plans guiding users through estate administration from filing for probate to closing the estate. Plans include flat-fee pricing eliminating hourly billing, with transparent pricing tiers. Professional Plans include fiduciary partner appointment for personal representative services.
- Estate Planning Plans: Subscription plans for individuals planning their estates, including will creation and power of attorney documents. Plans are available on monthly or annual subscription with optional add-ons for additional services.
- Professional Estate Representative Services: Services where ClearEstate acts as estate representative for Canadian estates, ensuring seamless handling in compliance with Canadian law. Provided through Fiduciary Partner relationships.
- Advisor Pro Plans: Paid subscription plans for financial advisors providing access to client account management, record-keeping database, data integration, unlimited digital vaults, smart opportunity features, and complementary online wills. Available as monthly or annual subscriptions.
- Third-Party Service Disbursements: Fees for third-party services including court filing fees, legal services through the CEIAN network, tax preparation services, and appraisal services, charged as disbursements on top of plan fees.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Pay-as-you-go | Standard Settlement Plans - Essential, Plus, and Complete tiers with varying levels of service and support |
| Subscription | Pay-as-you-go | Professional Settlement Plans with Fiduciary Partner appointment |
| Subscription | Annual | Estate Planning Plans for will creation and power of attorney |
| Freemium | Monthly | Advisor Basic - Free tier for financial advisors |
| Subscription | Monthly | Advisor Pro - Paid subscription for financial advisors with enhanced features |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels6 records
ClearEstate product offering
Product offeringCore offering
ClearEstate operates a cloud-based digital estate planning and settlement platform that guides individual executors through probate, tax filing, and estate closing via a step-by-step workflow. The company offers subscription-based estate planning (will creation, power of attorney), professional estate representative services in Canada through appointed Fiduciary Partners, Online Will subscriptions, and Advisor Plans for financial advisors, with access to a licensed attorney network (CEIAN) for complex matters. Pricing is flat-fee and transparent, replacing traditional hourly legal billing.
Product overview
ClearEstate is a digital estate planning and settlement platform offering a suite of interconnected services. The core offering includes Estate Settlement Services for guiding executors through probate, Professional Estate Representative services for acting as estate representative, and Estate Planning services including Online Wills. For financial advisors and professionals, ClearEstate offers Advisor Basic (free tier) and Advisor Pro (paid tier) plans that provide referral capabilities, client management features, and Digital Vaults for document storage. The platform also includes access to the ClearEstate Independent Attorney Network (CEIAN) for users requiring legal services. The platform serves families across Canadian provinces and select U.S. states (California, Arizona, Nevada, New York, Tennessee, and Texas), available in English and French.
Differentiator
Problem solved
Functional benefit
Products and services
- Estate Settlement Services
Quantifiable outcome
- 100,000+ executors have used the platform to settle estates sooner
- +1 more outcomes
Companies that use ClearEstate
Customer profileNamed customers1 record
Segments4 records
Ideal customer profiles3 records
ClearEstate technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Feature6 records
ClearEstate partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered flagship and core.
- Canada LifeflagshipCanada Life and ClearEstate announced a strategic agreement in June 2025 aimed at expanding access to estate planning services for Canadians. Canada Life made an equity investment in ClearEstate and the collaboration enables referrals of clients, plan members, and employees to ClearEstate for estate planning services including will creation, power of attorney documents, and professional executorship. The partnership aims to make ClearEstate's services accessible to millions of Canadians through Canada Life's financial advisor network and workplace benefits channels.
- Natcan Trust CompanycoreNatcan Trust Company, a wholly-owned subsidiary of National Bank of Canada, provides executor, personal representative, trustee, and power of attorney services for ClearEstate in Canada. This fiduciary partnership enables ClearEstate to offer professional estate representative services.
Scale indicators3 records
Recent moves6 records
Expansion highlights6 records
ClearEstate competitors and assessment
Company assessmentEmerging players
- Snug: Online estate planning marketplace connecting consumers with estate planning attorneys. Comparable digital-first approach to estate planning, though focused more on attorney matchmaking than full estate settlement.
- Cake: End-of-life planning platform offering wills, advance directives, and estate planning content. Comparable in consumer-focused digital estate planning, with partial overlap in target customer and product category.
- Everplans: Digital platform for end-of-life planning that helps users organize and store important documents, plan for incapacity, and prepare for estate settlement. Comparable in the digital organization layer of estate planning though more consumer-storage oriented than full settlement.
Regional players
- Farewill: UK-based online will-writing and probate service provider with a digital, consumer-friendly approach comparable to ClearEstate's platform. Operates in a different geography (UK) but follows a similar end-to-end digital estate settlement model.
Direct peers
- Trust & Will: Online estate planning platform offering wills, trusts, and estate settlement tools to consumers and advisors. Closely comparable in product (digital wills, estate planning, advisor tools) and target customer (executors and individuals). Unlike ClearEstate, Trust & Will is US-focused without a fiduciary representative service.
- Wealth.com: Estate planning platform built specifically for financial advisors, mirroring ClearEstate's Advisor Pro offering. Comparable in B2B GTM, advisor dashboard functionality, and integration with wealth management workflows.
- Vanilla: Digital estate planning platform for financial advisors offering wills, trusts, and estate documents. Directly comparable to ClearEstate's Advisor Pro value proposition and target buyer (wealth management firms and RIAs).
- FreeWill: Online will creation and estate planning platform popular with consumers and nonprofits. Comparable in digital will creation and US-focused estate planning, though less emphasis on full estate settlement and fiduciary services.
Broad incumbents
- LegalZoom: Large online legal services platform offering wills, estate planning, business formation, and other legal documents. Overlaps with ClearEstate's consumer estate planning product but as part of a much broader legal services portfolio.
Others
- Natcan Trust Company: Wholly-owned subsidiary of National Bank of Canada providing executor, personal representative, trustee, and power of attorney services. Already a strategic fiduciary partner of ClearEstate, making it both a peer in fiduciary services and a key enabler of ClearEstate's Professional Estate Representative offering.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
ClearEstate social profiles
Digital presenceClearEstate compliance and trust
Trust signalCompliance2 records
ClearEstate financial estimates
Financial estimateRevenue estimate
Valuation estimate
ClearEstate leadership team
Management profileNumber of profiles
Profiles3 records
ClearEstate subsidiaries and ownership
Company hierarchySubsidiaries1 record
ClearEstate funding detail
Funding detailFunding overview
Funding rounds3 records
Investors6 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ClearEstate M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about ClearEstate
What does ClearEstate do?
ClearEstate operates a cloud-based digital estate planning and settlement platform that guides individual executors through probate, tax filing, and estate closing via a step-by-step workflow. The company offers subscription-based estate planning (will creation, power of attorney), professional estate representative services in Canada through appointed Fiduciary Partners, Online Will subscriptions, and Advisor Plans for financial advisors, with access to a licensed attorney network (CEIAN) for complex matters. Pricing is flat-fee and transparent, replacing traditional hourly legal billing.
Is ClearEstate a public or private company?
ClearEstate is a private company. It is classified as venture growth investor backed and is currently operating.
When was ClearEstate founded?
ClearEstate was founded in 2020. It employs 51 to 100 people.
Where is ClearEstate based?
ClearEstate is headquartered in Montréal, Canada, in the North America region.
How does ClearEstate make money?
Five revenue lines are on record. Estate Settlement Plans are the primary driver. The others are estate Planning Plans, professional Estate Representative Services, advisor Pro Plans and third-Party Service Disbursements.
Who are ClearEstate's main competitors?
Emerging players on record are Snug, Cake and Everplans. Farewill is listed as a regional player. Direct peers are Trust & Will, Wealth.com, Vanilla and FreeWill. LegalZoom is listed as a broad incumbent. Natcan Trust Company is listed as an others.
Does ClearEstate have an API?
Yes. ClearEstate offers a REST API that uses JWT (JSON Web Token) authentication. Authentication tokens are passed using the auth header and are used to authenticate a user account with the API. All data is transmitted securely via TLS to an HTTPS endpoint (api.clearestate.com/api). The API supports user authentication through the web browser and improves identity management.
What industry is ClearEstate in?
ClearEstate's product category is Estate Settlement & Planning Software. Its primary akta.pro industry code is FSAAANAE, Estate Administration & Probate Services, with a secondary code of FSAEAKAE, Trust & Estate Tax Planning & Compliance. Its NAICS code is 5132.