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Jeff Greenfeld

WealthTracker Video Series - April 4, 2023: Interview with ClearEstate

Does the thought of planning your estate feel daunting and overwhelming?


Are you unclear about the steps involved?


Not interested in paying high lawyer fees? Are you looking for support and transparency throughout the whole process?

That's why we work closely with ClearEstate from Montreal, Quebec. ClearEstate provides three types of plans:

  • Estate planning

  • Estate settlement

  • Professional executorship

Learn more about ClearEstate and how they can help you prepare for the generational transfer of your wealth in a friendly, supportive, cost-effective, and transparent manner.


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