Signing Partner
ClearEstate
Signing Partner
ClearEstate
Estate planning, probate support, executor services
ClearEstate helps Canadians plan their estates and settle the estates of loved ones, combining trained professionals with easy-to-use technology.
We're looking for lawyers and notaries public to join our BC Signing Partner Network as external consultants. Our clients prepare their enduring powers of attorney and representation agreements online with ClearEstate, then need a local lawyer or notary to witness the signing, and commission any affidavits. That's where you come in. The role does not include giving legal advice, and the work fits around your existing practice.
Client demand is growing, and we're adding partners across the Okanagan.
Key responsibilities
Requirements
[]
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.
Explore more opportunities at ClearEstate