Customer ReviewsforClear Estate Technologies Inc

So far great experience with Clear Estate navigating an estate in **********. As an out of country executor, Clear Estate has been extremely helpful with forms and dealing with the courts. Much better alternative to going directly to a probate lawyer.

ClearEstate was recommended by my moms hospice team to handle her estate after her passing. They were amazing! - excellent communication, guidance and support. They broke things down into little steps and followed through / checked in with me after each step. All my questions were responded to quickly / same day or next business day. I highly recommend ClearEstate !!

ClearEstate has not just provided us with an excellent service, they've also offered us peace of mind. For a while, we'd been procrastinating on getting our ***** and estate plan done, even after significant life events like marriage and having our child. However, after a family health issue, we were convinced to expedite the process, especially before undertaking any travel.This is where ClearEstate stepped in, and I can honestly say that they have been a godsend. They have been extremely helpful, guiding us through the process with transparency and patience, explaining all necessary steps and ensuring we fully understood our decisions and their implications. Despite our busy schedules, they were incredibly flexible with meeting times, accommodating our needs without a hitch.Their online portal deserves special mention. It is intuitive and user-friendly, offering a comprehensive overview of all our assets and liabilities.To anyone who, like us, has been putting off estate planning, I cannot recommend ClearEstate enough. The peace of mind we now have, knowing that our family is protected is invaluable. Our gratitude to ClearEstate is beyond words.

This company takes advantage of customers being stressed of losing their loved ones, make lots of promises but are not capable to keep them. My case was not complex but they managed to complete probation forms incorrectly and preparing estate tax was another failure. I ended up cancelling the tax engagement and had to do estate tax myself 2 days before the deadline. Clear Estate refuse to provide full refund. This was fixed price engagement that should have resulted in submitting tax file that contains correct estate tax information to CRA and was unfulfilled. This is the summary of my experience with ClearEstate: Communication • other that initial meeting everything goes through chat in the platform. Some advisors take weeks to respond. Not allowed to communicate directly to the estate tax accountant . Customer service • Estate specialists keep changing and have questionable expertise. I had four during my engagement. • My probate application documents were filled incorrectly with multiple mistakes and were rejected due to missing information. • At the initial consultation the accountant failed to provide an advice to the assets disposition to defer high estate tax • There was no questionnaire, template or guided vizard to provide requirements to the client of what information/reports/tax slips or other documents required based on assets • My request to provide tax file for review by April10th was ignored and no completion date was provided • After multiple reminders and follow ups, with 3 business days left to the deadline I finally received the tax submission form to sign. There was no review or my agreement with the amounts listed. • The information in T1 had multiple errors and there was no effort from accountant to connect with me and walk through the tax file and explain where the amounts came from.