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ClearEstate

Estate planning, probate support, executor services

Signing Partner - Commissioning & Witnessing

LegalUpdated on Nov 15
Full-timeNo salary listed

About the Job

Requirements

  • Be a member in good standing of the Law Society of British Columbia or the Society of Notaries Public of BC.
  • Have no current disciplinary proceedings.
  • Maintain professional liability insurance as required by the applicable regulator.
  • Have an office in the Okanagan where clients can be met.
  • Be comfortable using online tools and focused on client service.

Responsibilities

  • Meet clients in person at your office, or virtually where permitted.
  • Confirm each client's identity.
  • Witness the signing of enduring powers of attorney and representation agreements.
  • Commission affidavits where required.
  • Upload signed documents to the ClearEstate platform.

About the Company

ClearEstate

Estate planning, probate support, executor services

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.

Company size
51-200
Company stage
Series A
Total funding
$15.1M
Headquarters
Montreal, Canada
Founded
2020

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