Estate Planning

Bank Executor Services Versus Independent Executors: Understanding Your Executor Options

Want to work with a corporate executor but not sure where to start? ClearEstate compares professional executors from banks and other institutions.

Untangling Bureaucracy for the Great Wealth Transfer

Estate settlement is brutal. It must be redesigned for Gen Z.

A Will Is Not an Estate Plan

Why this distinction matters more than most Canadians—and their advisors—realize

Executor of a Will: What the Role Involves and When to Seek Professional Help

Preparing an estate plan and feeling unsure about who to name as executor, or even what the role entails? We explain below.

Introducing Empathy to Estate Bureaucracy

ClearEstate’s origin story: how grief, inefficiency, and compassion inspired Alex to build a fintech that brings empathy and efficiency to estate planning and settlement

Thousands of Estates and One Lesson

ClearEstate’s CEO shares lessons from settling thousands of estates and redefining estate planning with empathy, innovation, and professional executorship

ClearEstate Achieves SOC 2 Type 2 Compliance – Your Data Security, Verified

ClearEstate again SOC 2 Type 2 compliant—proving our commitment to securing your most sensitive estate data, every day, with independently verified controls.

7 Critical Trust Fund Mistakes Parents Must Avoid in 2025

Setting up a trust fund? Learn the biggest mistake parents make and ensure your child's financial security with expert guidance.