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ClearEstate

Estate planning, probate support, executor services

Overview

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.

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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

  • Canada Life invested in ClearEstate on June 25, 2025, expanding distribution materially.
  • IG Wealth Management partnered on October 1, 2024, opening advisor-driven estate planning referrals.
  • ClearEstate still advertises Canadian provinces plus California, Arizona, Nevada, New York, Tennessee, Texas.

What critics are saying

  • ClearEstate depends on Canada Life and IG referrals; partner reprioritization can choke growth.
  • Flat-fee estate planning faces commoditization from banks, DIY software, and legal marketplaces.
  • Fiduciary missteps, probate delays, or trust disputes can trigger lawsuits and destroy trust.

What makes ClearEstate unique

  • ClearEstate bundles wills, probate, and professional executor services across Canada and select U.S. states.
  • Its 2026 advisor platform embeds executor selection and estate administration into wealth planning workflows.
  • Natcan Trust Company backs professional plans, giving ClearEstate institutional fiduciary credibility.

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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

Headcount

6 month growth

1%

1 year growth

2%

2 year growth

3%
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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