The people that I worked with were very well versed in the intricacies of preparing for probate and guiding me through the process. At times I was tired of the edits but now we have everything done an... Se mere
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Se, hvad kunderne siger
In March, 2024, my nephew passed away without leaving a will. Being his only remaining relative it became my duty give him a respectable send off and handle the details of his estate. The estate had... Se mere
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I've been working with ClearEstate for some time now. Since the beginning, everyone I've worked with has been professional, thorough, very knowledgeable and helpful. I more recently have been working... Se mere
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Shaz, thank you so very much for your time and candid conversation/advise with me this morning! He was a breathe of fresh air; very attentive, understanding and made me feel comfortable and confid... Se mere
Virksomheden har svaret
Virksomhedsoplysninger
Om ClearEstate
Skrevet af virksomheden
ClearEstate is a technology-driven company that simplifies both estate planning and estate settlement. Founded in 2020, ClearEstate offers an online platform to create and manage wills, powers of attorney, trusts, and navigate the complexities of estate settlement. The platform allows users to plan for the future by structuring their estate, minimizing taxes, and ensuring their wishes are clearly outlined. It also simplifies the settlement process by guiding families through tasks like appointing executors, distributing assets, handling debts, and managing taxes. ClearEstate provides expert support, ensuring clients can update their plans at any time and offering professional executor services to ensure their wishes are respected.
Kontaktoplysninger
614 St-Jacques # 100, H3C 1E2, Montreal, Canada
- 1-866-210-2362
- hello@clearestate.com
- clearestate.com
4,6
Fremragende
374 anmeldelser
Har besvaret 100 % af deres negative anmeldelser
Svarer typisk inden for 24 timer
Sådan bruger denne virksomhed Trustpilot
Se, hvordan deres anmeldelser og bedømmelser indsamles, vurderes og modereres.
Stephen was professional, knowledgeable
Stephen was professional, patient, knowledgeable, and helpful in pointing out the direction I need to go in.
22. juli 2025
Besvarelse fra ClearEstate
Hi Heidi,
Thank you for your 5-star review and thoughtful feedback. We're delighted to know your experience was a positive one—it’s something we strive for every day.
Sincerely,
The ClearEstate Team
Shez provided professional and crisp…
Shez provided professional and crisp advise.
4. juli 2025
Uopfordret anmeldelse
Besvarelse fra ClearEstate
Hi Vinay,
Thank you for your 5-star review. It is very much appreciated. Do not hesitate to reach out if you require assistance in the future.
Sincerely,
The ClearEstate Team
Jessie Obazee, Estate Professional
Jessie was always helpful, responsive, knowledgeable, and professional through the whole Probate process.
I would not have been able to complete all the required documentation etc. without her input through each step.
It was a pleasure working with her.
Bravo!!
26. juni 2025
Uopfordret anmeldelse
Besvarelse fra ClearEstate
Hi Wayne,
Your feedback means a lot to us. We're pleased to know that you had a positive experience with our service. Thank you for your support and encouragement.
Sincerely,
The ClearEstate Team
Review of Grygorii Shatskyi of Clear Estate
My spouse Glenna and I have been working with Clear Estate to get our estate planning wishes in order. After several meetings and other interactions, we feel confident that we now have in place a comprehensive and yet understandable process for our estates. It is very important to us that our executors are able to work through our estate with a minimum disruption to their lives.
Grygorii Shatakyi has been the point person for our interactions. He has laid out the process, involved us and our financial planning team, and several experts at Clear Estate, to direct the completion of our plan.
We are very pleased with the result, and impressed with the experience and professionalism of Grygoril and the entire team.
Kevin and Glenna Dobbelsteyn
27. juni 2025
Uopfordret anmeldelse
Besvarelse fra ClearEstate
Hi Kevin,
Your review brightened our day. Thank you for sharing your experience and for trusting us to guide you through this process.
Sincerely,
The ClearEstate Team
Besvarelse fra ClearEstate
Hi Jane,
Thank you so much for your kind words! We always strive to provide a helpful and supportive experience. It means a lot to know we could be there for you during a challenging time.
Sincerely,
The ClearEstate Team
Very helpful advisor
22. juni 2025
Besvarelse fra ClearEstate
Hi Glen,
Thank you so much for your 5-star review! If you ever have more questions or need further support, don't hesitate to reach out. Wishing you all the best!
Sincerely,
The ClearEstate Team
I was very much informed about the…
I was very much informed about the options I have and am very happy I have the chance to work with this company
16. juni 2025
Besvarelse fra ClearEstate
Hi Praneel,
Thank you so much for your 5-star review! We're thrilled to hear that you felt well-informed about your options and are happy to be working with us. It's our goal to make every step of the process clear and supportive, and we’re glad that came through in your experience. We're excited to continue working with you!
Sincerely,
The ClearEstate Team
Stephen gave me life altering advice…
Stephen gave me life altering advice and though I cannot use his services for my particular case, I will recommend it to anyone who is ever in said situation.
20. maj 2025
Besvarelse fra ClearEstate
Hi Dori,
Thank you for your 5-star review and kind words. We truly appreciate your recommendation and wish you all the best moving forward. Please don’t hesitate to reach out if we can ever be of help in the future.
Sincerely,
The ClearEstate Team
Shaz was very helpful & knowledgeable…
Shaz was very helpful & knowledgeable in guiding me in the right direction. I will be following up with him for further information.
6. maj 2025
Besvarelse fra ClearEstate
Hi Kristen,
Thank you so much for your kind words and 5-star review! We're glad we could help guide you in the right direction. Please don’t hesitate to reach out if you need any further assistance—we’re always here to help.
Sincerely,
The ClearEstate Team
Besvarelse fra ClearEstate
Hi Ed,
Thank you for taking the time to share your positive experience. Your trust and satisfaction are what drive us to do our best.
Sincerely,
The ClearEstate Team
Besvarelse fra ClearEstate
Hi Steve,
Thank you for the 5-star review! Your feedback motivates us to keep delivering the best service possible. We're grateful for your trust and support.
Sincerely,
The ClearEstate Team
John was great
John was great. Answered all my questions that I needed answered. Very helpful.
5. marts 2025
Besvarelse fra ClearEstate
Hi Khajlia,
We’re deeply appreciative of your review. Helping families like yours is why we do what we do, and your feedback inspires us to continue.
Sincerely,
The ClearEstate Team
Well this was my first interaction with…
Well this was my first interaction with a Trust organization recommended by my financial advisor which was informative and recommendations suggested as per my case. I didn't feel pressured to commit but was given grace to re-evaluate and assess my future planning.
3. april 2025
Besvarelse fra ClearEstate
Hi Liz,
We sincerely appreciate your kind words about our service. Thank you for taking the time to share your positive experience with us. Your satisfaction is our utmost priority.
Sincerely,
The ClearEstate Team
So lost before clear estate
I was so lost in the beginning of the death of my mother on what to do. Clear estate made it easy for me to understand and helped me get through it all.
6. april 2024
Uopfordret anmeldelse
Besvarelse fra ClearEstate
Hi Kathryn,
We extend our heartfelt thanks for your kind words. It's rewarding to hear that our service met your expectations and helped you during a difficult time. We value your trust in us.
Sincerely,
The ClearEstate Team
Clear Estate- John Farrell
John was knowledgeable, professional and not pushy. I got the information I needed.
24. marts 2025
Besvarelse fra ClearEstate
Hi Ann-Marie,
Your kind words are a testament to our team’s dedication. Thank you for your support and for taking the time to share your experience.
Sincerely,
The ClearEstate Team
Stephen was helpful
Stephen was professional and informative. He was helpful in showing me what to expect doing the Probate. I enjoyed using the technology. The call was effortless.
10. marts 2025
Besvarelse fra ClearEstate
Hi Stephen,
It means so much to us that you had a positive experience. Thank you for your kind review.
Sincerely,
The ClearEstate Team
Initially, I thought ClearEstate was perfect for me...
Initially, back in 2022, I thought ClearEstate would be perfect for me. I had to probate both parents' wills. The people seemed very helpful. However, some 9 months in, I found there was a problem with one of the wills and they could no longer help me. We ended amicably until it came to a refund due to me. It is a sizeable amount, nearly $3000. I have all the emails indicating it was due to me. However, it is now 2025 and still no refund. I have tried every contact method for them, but I keep getting a runaround. I still have been unable to speak with a live person. Again today...passed me off to "someone will call me". Very disappointing. Buyers beware!
27. februar 2025
Uopfordret anmeldelse
Besvarelse fra ClearEstate
Dear Lora,
Thank you for taking the time to share your feedback with us. We value transparency and honesty, and we appreciate the opportunity to address your concerns.
Concerning your file, we did encounter a problem with one of the wills in your possession. We proactively informed you about the situation and provided guidance on the best possible options for you, as we do with the few cases we cannot assist with.
We also agreed on a refund for the services not completed and according to our records, the refund was processed within a week through the same third party payment processing provider we used originally. If you believe this refund has not been received, we would like to investigate further.
Over the past three days, we have attempted to contact you multiple times to resolve this matter promptly. To expedite our investigation, we kindly request that you contact us by phone using the number left on your voicemail or by emailing us at hello@clearestate.com.
We look forward to resolving this issue with you in a timely manner.
Sincerely,
ClearEstate Team
Besvarelse fra ClearEstate
Hi Diane,
Thank you so much for your 5-star review and your kind words! We’re thrilled to hear that you had a positive experience with us. Your feedback truly means a lot.
Sincerely,
The ClearEstate Team
Excellent concept & very useful info,
Excellent concept & very useful info,
Highly recommend!
10. februar 2025
Besvarelse fra ClearEstate
Hi Bob,
We sincerely appreciate your kind words about our service. Thank you for taking the time to share your positive experience with us. Your satisfaction is our top priority, and we're thrilled to know we met your expectations!
Sincerely,
The ClearEstate Team
Good instructions!
We received excellent instruction on Wills and Executors. Our questions were answered well and completely.
19. februar 2025
Besvarelse fra ClearEstate
Hi Don,
Thank you so much for your 5-star review! We’re thrilled to hear that you found the information valuable. It was our pleasure to assist you, and we’re here if you need anything else in the future!
Sincerely,
The ClearEstate Team
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