ClearEstate Reviews 

379
TrustScore 4.5 uit 5

4,4

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Beoordeeld met 1 van de 5 sterren

Très lent et long dans les traitements, aucune transparence et transmission dans le traitement des documents et Très cher Très très déçue 2 ans pour une succession sans bien matériel....

Bedrijf heeft geantwoord

Beoordeeld met 5 van de 5 sterren

It was worry free, for the most part. Each step of the way I felt comfortable Clear Estate staff knew what they were doing and they provided clear guidance. Clear Estate saved me valuable... Toon meer

Bedrijf heeft geantwoord

Beoordeeld met 5 van de 5 sterren

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... Toon meer

Bedrijf heeft geantwoord

Beoordeeld met 5 van de 5 sterren

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... Toon meer

Bedrijf heeft geantwoord

Bedrijfsgegevens

  1. Alternatieve financiële diensten
  2. Vereffenaar vastgoed
  3. Erfrechtadvocaat
  4. Niet-bancaire financiële diensten

Over ClearEstate

Geschreven door het bedrijf

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. Promo Image

Contactgegevens

4,4

Uitstekend

TrustScore 4.5 uit 5

379 reviews

5 sterren
4 sterren
3 sterren
2 sterren
1 ster

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4,4

Alle reviews

(379)

20 reviews in de afgelopen 12 maanden

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Beoordeeld met 5 van de 5 sterren

Friendly and informative

They were always very friendly and quick to respond to questions. There were a couple of minor technical hiccups with their platform early on, but they resolved the issues quickly and professionally.

23 december 2022
Beoordeeld met 5 van de 5 sterren

Use Clear Estate you will be better prepared for the probate process

There is no way I could have managed the probate process without clear estate. They guide you every step of the way. They have the knowledge and skills required to help an executor get to close out the estate of a loved one. I say use them. Flat rate not lawyers hour rate without knowing the final costs. They were my estate angels. Thank you Godwin and the rest of the clear estate staff. I am too grateful for words. Thank you!

31 januari 2023
Beoordeeld met 1 van de 5 sterren

DO NOT GO WITH THIS COMPANY

DO NOT TRUST OR GO WITH THIS COMPANY. They are liars, time wasters, and thieves. They promised all the bells and whistles up front. It seemed so reassuring in the beginning. We needed someone who could help us with probate. Then the main guy went on parental leave for 4 months a month in. Absolutely NOTHING was accomplished while he was gone. Some newly hired person came in and made a comment about how the case was "extremely complicated and they weren't sure about it" which I had a feeling right then they were going to look for an excuse to get out of it. When we started with them in May, we were looking at a court date in November. The main guy goes on leave. Time keeps on ticking with nothing happening. They forced us to get all these extra documents that weren't needed only to turn around and use them against us as an excuse to drop us without any clarification why. They wasted 6 months of my family's time. We have to start all over. SAVE YOURSELF THE TIME AND DON'T GO WITH THESE PEOPLE. They are NOT lawyers, only ONE employee has the slightest clue of what's going on and he was gone the entire time until they dumped us. They are money grabbers who promise false hope. 6 months is way too much time to waste when there are lives on the line depending on the outcome of probate. They told us in May that it would probably be November before we got a court date. Here we are almost towards November only to find out they aren't going to continue with us with NO CLARIFICATION WHY. It is absolutely sickening what they did to us. And according to other reviews online, this is a common theme with this company. Save yourself the time and get a real probate lawyer. This company is despicable.

25 september 2023
Review zonder uitnodiging
Logo ClearEstate

Antwoord van ClearEstate

Dear Chela,
We appreciate your feedback and highly empathize with the frustration that you and your family have experienced. We sincerely apologize for any delay in communications caused by a transition between team members. This is not our usual standard of professionalism and customer service.

To clarify, we did not take any deposit nor collect any form of payment from you. Our services to you have been provided in good faith based on your circumstances, with our team spending time and effort to understand the particularities of the estate administration process in your case, and moving forward with each as best we could while keeping you informed along the way.

Taking on the fiduciary responsibility of an estate is a significant responsibility that comes with financial and legal risk. In this case, the additional complexities that were discovered from your loved one’s estate prevented us, and our fiduciary partner, from continuing to assist you. We apologize if this part of the process was not clearly explained in advance.
We understand the pivotal role of timeliness in such delicate matters and we deeply regret any delays you have experienced. Once again, we are sorry we were unable to continue our services under the circumstances and we wish you the best in your path forward.

Warm regards,
Alex, from ClearEstate

Beoordeeld met 1 van de 5 sterren

Went downhill fast...

My experience started out strong, then I felt completely neglected. In the course of 3 months I had six different contacts. I had to ping for responses constantly and they upsold me on a service I didn't need. I have spoken to managers and tried to go through proper channels but nothing happened. Will not recommend. Made my mom's death an even worse, drawn out, and expensive experience for me and my sisters.

17 september 2023
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Informative and Kind

My appointment with Clear Estate answered all those nagging questions I had about how to settle my sister’s affairs. I also got a helpful Executor Checklist to make sure I didn’t overlook anything important. This was a really great service for a bereaved family member swimming in paperwork and I would recommend it to anyone.

24 augustus 2023
Beoordeeld met 5 van de 5 sterren

Clear Estate helped us navigate a very stressful process

Deepa and her team has helped our family navigate probate during a very diificult time after the unexpected passing of our father. Clear Estate made the very lengthly and confusing process of probate so much easier to understand with their clearly laid out steps. Deepa and her team have always answered our questions quickly and thoroughly via email or zoom. Our family would highly recommend Clear Estate to anyone who is faced with the probate process.

6 januari 2023
Beoordeeld met 5 van de 5 sterren

Excellente communication et le délai raisonnable

Trois jours après la signature et le paiement du plan suggéré, j'ai fait part de mon souhait d'avoir accès à la plateforme dès que possible. J'ai immédiatement reçu un courriel confirmant une première rencontre qui aura lieu dans trois jours ouvrables. J'apprécie donc l'excellente communication et le délai raisonnable permettant d'utiliser le produit de règlement de succession.

25 augustus 2023
Beoordeeld met 5 van de 5 sterren

Very informative

Paula was very informative. She answered all of my questions so I better understand the process

15 augustus 2023
Beoordeeld met 5 van de 5 sterren

Excellent service

My experience with Clear Estate was superb. They were gracious and understanding of my needs. I needed a simple cremation, no services and that is what I received. The staff are very easy to work with and really listen to your needs, I did not feel any pressure to upgrade. They provide a necessary service at reasonable cost.

25 juli 2023
Beoordeeld met 5 van de 5 sterren

The Presenter & Presentation

The presenter was patient, professional and thorough. He made us feel valued and our questions important. Having watched the Executor 101 presentation through CARP in advance of our meeting, we were prepared and Matthew Gottlieb was able to present us with information we would not have known to ask about. He provided us with information and understands we need time to discuss our needs with family and make some decisions to include in our estate planning.

25 juli 2023
Beoordeeld met 5 van de 5 sterren

Very helpful

Both agents who have helped us so far have been excellent - very knowledgeable and willing to share information, etc.

19 juli 2023
Beoordeeld met 5 van de 5 sterren

I appreciated their professionalism

I appreciated their professionalism, communicativeness, and honesty. The person I spoke with was very candid and explained that ClearEstate would not be useful given my particular situation. That will probably save me lots of money.

20 juli 2023

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