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ClearEstate

Estate planning, probate support, executor services

Overview

ClearEstate helps with estate planning and probate by offering tools and personalized support, including a free probate checklist, an estate administration tax calculator, and one-on-one expert guidance, plus a full-service executor. How it works: customers use online tools to plan, then receive guidance from experts, and when needed, ClearEstate can act as a professional executor to manage the probate process. It differentiates itself by combining personalized support with practical tools and an optional executor service for a guided experience. Goal: reduce time, effort, and costs involved in estate planning and probate while providing peace of mind.

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About ClearEstate

Simplify's Rating
Why ClearEstate is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

ConsultingFinancial ServicesLegal

Company Size

51-200

Company Stage

Series A

Total Funding

$15.1M

Headquarters

Montreal, Canada

Founded

2020

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Simplify's take

What believers are saying

  • ClearEstate's October 2026 poll found 89% view executorship as complicated and time-consuming.
  • June 2025 Canada Life agreement expands access through insurance and financial-planning channels.
  • October 2026 coverage shows Canadians want professional support, especially when family executors feel unprepared.

What critics are saying

  • Only 22% chose professional-led executor options in ClearEstate's October 2026 poll.
  • Seventy percent demand lower, clearly explained fees, pressuring ClearEstate's pricing power.
  • ClearEstate's 12-to-18-month settlement timeline invites banks, trust companies, and advisors to displace it.

What makes ClearEstate unique

  • ClearEstate is Canada's only comprehensive estate planning and settlement fintech, per October 2026.
  • Its professional executor service directly replaces overwhelmed family executors with managed settlement support.
  • Partnerships with Canada Life and IG Wealth embed ClearEstate inside advisor distribution.

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Funding

Total Funding

$15.1M

Below

Industry Average

Funded Over

2 Rounds

Series A funding typically happens when a startup has a product and some customers, and now needs funding to scale. This money is usually used to grow the team, expand marketing, and improve the product. Venture capital firms are frequently the main investors here.
Series A Funding Comparison
Below Average

Industry standards

$15M
$8.2M
$13.3M
$15M
$30M

Benefits

  • Health Insurance
  • Health Savings Account/Flexible Spending Account
  • Paid Vacation
  • Flexible Work Hours
  • Remote Work Options

Growth & Insights and Company News

6 month growth

1%

1 year growth

2%

2 year growth

4%
Insurance Business
Jun 26th, 2025
Canada Life announces equity investment in ClearEstate

The alliance aims to integrate estate planning into financial wellness strategies

Newswire
Oct 1st, 2024
IG Wealth Management and ClearEstate Partner to Provide Canadians with a Modern Estate Planning Experience Français

In conjunction with this announcement, IGM has made an equity investment in ClearEstate to support the company's ongoing expansion.

Business Wire
Nov 9th, 2022
Clearestate Announces “Clearestate Cares,” A $25,000 Grant Program To Give Back To Non-Profit Organizations That Help Families Deal With The Loss Of A Loved One

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

ClearEstate
Aug 25th, 2022
ClearEstate partnered with Bloomfin on Aug 25th 22'.

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.

Grief and Sympathy
Aug 11th, 2022
Griefandsympathy partners with ClearEstate

( 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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