ClearEstate has partnered with Concentra Trust to provide estate trust services to over 4 million Canadian credit union members.
The partnership aims to make high-end trust services accessible and affordable, leveraging modern technology and customer service.
Concentra Trust, part of Equitable Bank, has over 65 years of experience in the sector and is aligning with ClearEstate's vision of innovation in estate planning.
ClearEstate emphasizes a customer-centric and digitally native approach, aiming to alleviate the burdens of estate planning and settlement since 2020.
This collaboration is part of Equitable Bank's commitment to infuse modern technology into the credit union network to support business growth.

ClearEstate offers technology-driven solutions to help executors manage and settle estates efficiently. Their services include probate guidance, estate planning, and handling legal and financial matters post-death. They aim to alleviate stress and cost associated with traditional reliance on legal and financial professionals during estate settlement. ClearEstate provides tools such as probate checklists and tax calculators, particularly for the Ontario region, and expert one-on-one support. While not offering legal or financial advisory services themselves, they partner with Natcan Trust Company in Canada to ensure executors have necessary support for estate administration.

ClearEstate

ClearEstate provides estate planning, probate, and settlement solutions.

ClearEstate and Concentra Trust Announce Partnership

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