With experienced professionals and user-friendly digital tools, ClearEstate makes the estate planning process straightforward, efficient and accessible for all Canadians.
What is estate planning?
Knowing that your loved ones will be provided for after you're gone is an important step you can take. Estate planning helps you pave the way for a smooth transfer of assets to those you care about, while minimizing their stress during a difficult time. An estate plan is more than just writing a will, though. It’s also about ensuring your assets are left to the people you want while minimizing unnecessary taxes and fees, and that the right people will take care of your children and your wishes.
A good estate plan should lay out executorship (the person/people who make sure the wishes in your will are respected), guardianship (the person/people who will care for any children you leave behind), and how your wealth or assets are distributed.
Life insurance is a crucial component of a comprehensive estate plan. It can provide a financial safety net for your loved ones, helping cover expenses, pay off debts, and maintain their standard of living. Including life insurance can also help cover estate taxes and other costs, preserving more of your assets for your beneficiaries. Our Licensed Advisors can help find a solution that best suits your needs.
CAA Life Advisory has partnered with ClearEstate to help make estate planning easier, which will lighten the burden on your loved ones, preserve family harmony and maximize what you leave behind.
Making well-considered decisions today can help ensure your family's future and uphold your legacy. Take the first step by talking to our Licensed Advisors today.
Our Partnership with ClearEstate Puts Easy Estate Planning at Your Fingertips
- Online wills: Create a legally valid will or Power of Attorney (POA) in minutes with the easy-to-use platform.
- Comprehensive estate planning: Benefit from complete estate planning solutions like trusts and tax-efficient strategies to protect your legacy.
- Professional executor services: Managing an estate can be complex. Let ClearEstate manage all the legal, financial and administrative tasks to ease the stress on your loved ones.
- Secure, online platform: You and your executor can check in on your net worth, estate value, and all your important documents in one secure location, 24/7.
Exclusive Savings for CAA Members and Life Advisory Clients
ClearEstate offers valued CAA Members and Life Advisory clients complimentary Online Will services and special discounts on estate planning and settlement services. Enjoy special pricing and start planning for tomorrow, today.
Get Started Today
We know that estate planning can seem daunting. That’s why we’re here to help. Take the first step by booking an appointment with us today.
We can very much recommend ClearEstate, who guided us through the estate planning process—a process we had been avoiding for years—with professionalism and expert knowledge, answering all questions and concerns promptly and to our complete satisfaction.
(Review from Paul and Cathy W. on Trustpilot)
We recently used ClearEstate to create an estate plan for our family. Knowing we have a plan in place and that our children will be taken care of in the worst-case scenario has been a tremendous peace of mind.
(Review from Tatum B. on Google My Business)