ClearEstate

ClearEstate is a digital platform that streamlines estate planning and administration services. Founded in 2020 by Davide Pisanu and Alexandre Gauthier, the company offers a tech-enabled approach to simplify the complex process of estate settlement for executors. ClearEstate's platform assists with various tasks including probate applications, asset inventory, and distribution, potentially saving executors around 120 hours of time and USD 8,500 in fees compared to traditional methods. The company operates across Canada and in several US states, including California, Texas, New York, and Florida.

Initially conceived as a self-serve software solution, ClearEstate evolved to incorporate human support after recognizing that users, often dealing with grief, needed personalized assistance. The platform now combines technology with customer service, providing users access to estate professionals who can guide them through the process. In addition to estate administration, ClearEstate expanded its offerings to include estate planning services, positioning itself as a "digitally native trust" solution.

Key customers and partnerships

ClearEstate has forged partnerships with several notable organizations to expand its reach and services. In November 2022, the company announced a partnership with Concentra Trust, a federally regulated trust company that is part of Equitable Bank. This collaboration aims to introduce ClearEstate's services to more than 200 Canadian credit unions, offering a full suite of digitally native estate planning and administration services to their members.

The company has also partnered with Sorrell Private Trust, further expanding its network in the trust services sector. ClearEstate's client base includes individuals referred by financial advisors, as well as those seeking more accessible trust services. The company reported handling 70 to 80 estates per month as of early 2022, with plans to grow to 300 estates monthly by the end of that year.