ClearEstate Reviews 

ClearEstate's customer service is noteworthy, offering prompt and helpful support.

ClearEstate stands out in the world of estate planning platforms with its exceptional user interface, making estate planning a breeze.

The whole team was great. This is a very emotional situation to be in. Everyone was empathetic, prompt and made the process very easy to understand. They were with me every step of the way literally! I would definitely recommend ClearEstate to anyone in my situation.

Great company to deal with. They simplify a complex process (for a first timer anyway). Robert is just great to deal with - timely communication and explains everything very well. I was stressed about tackling my first time as an executor - Robert and Clear Estates removed all the stress.

John was knowledgeable and was able to pivot and respond to my questions rather than sharing a canned report. I was happy to hear about your flat fee option and that I can refer some of my clients to your company for assistance after losing a loved one.

John was very informative and will be following up with additional information by email.

Very down to earth and friendly. And every thing was detailed and clear.

John was great. Thanks

Explication claire du produit, aucune pression de vente une option ou une autre.

Our advisor was very knowledgeable, and helped us take the time we needed, to make the decision to go with ClearEstate based on our needs.

John Farrell was extremely helpful and knowledgeable when helping us make our decision to choose ClearEstate.

Experienced professionals that seemed like they knew what they were doing.

Despite having already completing the process for my sweet Dad's estate, a lump sum of money arrived from an unexpected source...so we had to pull in the support of ClearEstate. The lawyers have been amazing, smart, and thorough especially with the complexities we experienced. Best of all this is an affordable process, and I appreciated the guidance from genuinely caring professionals.

I always received a quick response from employees. Appointment dates and times were readily available. Staff was very helpful and patient explaining the details of preparing my estate and they were very persistent in making sure I FOLLOWED through on submitting documents. An overall great experience.

We just started the process. Paula and Jessica have been very helpful so far and I am certain they will continue to do their best to get us through this process and trying time. We will definitely be sharing your number with family and friends.

I thought I could tackle estate management and probate myself. The more I learned about it, the more questions I had. But I did not feel that the estate was complex enough to warrant paying a lawyer the partial value of the estate plus additional costs. I was willing to do some leg work.

ClearEstate gives you the support you need to process estates, tackle probate and get through a generally difficult time. My support team (lead by the kind and very professional Rabiya) met with me regularly, checked in, and helped me along. Virtual meetings helped solidify the tasks and checklists helped me move through the required steps to get through probate.

Would I recommend ClearEstate? Absolutely. You need to be willing to do the work. And you need to have some comfort with using a computer and virtual meetings. It will save you thousands of dollars.

ClearEstate has worked diligently to process the filing for probate and other associated tasks with efficiency and competency. The cost is so much more reasonable than the statutory fees allowed by traditional attorney. My mother's estate is not complex and this is the great solution. I am pleased with ClearEstate and particularly with Deepa Shrotri and team. Thank you.

Great advice and so easy! They are so nice and understanding. I didn’t need too much help because I don’t have to go through probate but John was so friendly and still helpful even though the company couldn’t help me.

Losing a family member is hard enough. Then I realized just how difficult the state, banks, creditors, and local municipalities can make the process of dealing with an estate. ClearEstate worked with me, guiding me through the process, advising me through the tricky parts. I would have been lost many a point if it weren't for their help. They were quick to respond and researched the answers they didn't know right off the bat. I couldn't have asked for a better team on my side for this process. It was a great relief to know I had someone to turn to for answers. I have to give an extra praise to Deepa. She was understanding and patent with all my questions and problems through the process. Thanks to ClearEstate I can finally put this behind me and move on.