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ClearEstate helps with estate planning and probate by offering tools and services that make transferring wealth smoother. It provides a free probate checklist, an estate administration tax calculator, and one-on-one guidance from expert advisors, plus a full-service executor option. Customers use online tools to plan and receive personalized help, and ClearEstate can handle the entire probate process as the executor. Its goal is to save time and costs while giving peace of mind through guided, professional support.
Industries
Consulting
Financial Services
Legal
Company Size
51-200
Company Stage
Series A
Total Funding
$15.1M
Headquarters
Montreal, Canada
Founded
2020
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Total Funding
$15.1M
Below
Industry Average
Funded Over
2 Rounds
Industry standards
Health Insurance
Health Savings Account/Flexible Spending Account
Paid Vacation
Flexible Work Hours
Remote Work Options
The alliance aims to integrate estate planning into financial wellness strategies
In conjunction with this announcement, IGM has made an equity investment in ClearEstate to support the company's ongoing expansion.
LOS ANGELES--(BUSINESS WIRE)--ClearEstate, the digitally native solution designed to empower individuals to plan and settle estates, today announced its new purpose-driven initiative: ClearEstate Cares. ClearEstate Cares is a $25,000 grant program that was created to give back to end-of-life non-profit organizations that help families deal with the pain and challenges of losing a loved one. ClearEstate is looking for California-based non-profit organizations to enter into the program. The winners will be awarded one of three grants: The Genuine Care Grant ($15,000), The Accountability Grant ($7,500), and The Empathy Grant ($2,500). The winning organizations will be selected based on their missions and values as well as the overall quality of care and empathetic approach they take to make the grieving process better for both the patient and loved ones
That’s why ClearEstate is proud to announce today its partnership with Bloom Finance, an innovative partner helping consumers unlock home equity through a reverse mortgage offering.
( Griefandsympathy has partnered with ClearEstate, if you need help with probate, estate clearance and wills, click on the banner below for a checklist of things you need to do.
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Industries
Consulting
Financial Services
Legal
Company Size
51-200
Company Stage
Series A
Total Funding
$15.1M
Headquarters
Montreal, Canada
Founded
2020
Find jobs on Simplify and start your career today