C

ClearEstate

Estate planning, probate support, executor services

Wills & Estates Lawyer - External Consultant

Full-TimeUpdated on 10/20/2026
No salary listed
Mid
Remote in Canada+2 moreMore locations: Texas, USA | Nevada, USA
Remote
LegalLegal Counsel & Legal Support

About the job

Requirements
  • Have a minimum of three years of experience after admission to the Bar where you practice.
  • Provide proof of good standing with the relevant Bar Association.
  • Maintain malpractice insurance with at least the minimum coverage required by law.
  • Be able to work with technology.
Responsibilities
  • Draft estate planning and settlement documents.
  • Represent executors in probate applications and filings.
  • Support executor duties on and off the platform.
  • Work with the professional services and operations teams to serve clients and help build the platform.

About the company

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.

Company Size

51-200

Company Stage

Series A

Total Funding

$15.1M

Headquarters

Montreal, Canada

Founded

2020

Get referred to ClearEstate

See people who can refer or advise you

Simplify Jobs

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.

Help us improve and share your feedback! Did you find this helpful?

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.