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space in the heart of Montreal’s Old Port, or our office in the heart of Old Toronto.Transparent overall compensation package, offering fully funded benefits and insurance plans

Onsite / Hybrid

ClearEstate

Estate Plan Advisor | Conseiller En Planification Successorale

Full-Time

Financial Services

Direct Apply

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ClearEstate is a digital-first company that specializes in estate planning and settlement services. Founded in 2020, it aims to simplify the complex process of managing estates through a combination of an intuitive online platform and personalized guidance from experienced estate professionals. The company was inspired by co-founder Alexandre Gauthier's personal experience with estate settlement, leading to the development of a solution that blends technology with compassionate support.

ClearEstate offers a comprehensive estate settlement platform that automates probate filing, estate accounting, and record-keeping. It provides access to certified estate professionals for personalized advice, helping executors save time and reduce costs. The services are designed to ease the burden on executors and include a portal for beneficiaries to track the estate settlement progress. Operating on a flat-fee pricing model, ClearEstate serves individuals and families seeking affordable and transparent estate services, with a growing presence in both Canada and the U.S.

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