ClearEstateBewertungen 

379
TrustScore 4.5 von 5

4.4

Wir überprüfen keine spezifischen Behauptungen, da die Meinungen der Bewerter ihre eigenen sind. Wir können Bewertungen jedoch als „verifiziert” kennzeichnen, wenn wir bestätigen können, dass eine geschäftliche Interaktion stattgefunden hat. Mehr erfahren

Um die Integrität unseres Portals zu schützen, überprüft unsere automatisierte Software alle Bewertungen – unabhängig davon, ob sie verifiziert sind oder nicht – rund um die Uhr. Diese Technologie identifiziert und entfernt Inhalte, die gegen unsere Richtlinien verstoßen, wie zum Beispiel Bewertungen, die nicht auf einer wirklichen Erfahrungen basieren. Uns ist bewusst, dass wir möglicherweise nicht alles erfassen, doch Sie können uns jederzeit problematische Inhalte melden, die wir Ihrer Meinung nach übersehen haben. Mehr erfahren

Das sagen Bewerter

Bewertet mit 1 von 5 Sternen

Très lent et long dans les traitements, aucune transparence et transmission dans le traitement des documents et Très cher Très très déçue 2 ans pour une succession sans bien matériel....

Unternehmen hat geantwortet

Bewertet mit 5 von 5 Sternen

It was worry free, for the most part. Each step of the way I felt comfortable Clear Estate staff knew what they were doing and they provided clear guidance. Clear Estate saved me valuable... Mehr ansehen

Unternehmen hat geantwortet

Bewertet mit 5 von 5 Sternen

In March, 2024, my nephew passed away without leaving a will. Being his only remaining relative it became my duty give him a respectable send off and handle the details of his estate. The estate had... Mehr ansehen

Unternehmen hat geantwortet

Bewertet mit 5 von 5 Sternen

I've been working with ClearEstate for some time now. Since the beginning, everyone I've worked with has been professional, thorough, very knowledgeable and helpful. I more recently have been working... Mehr ansehen

Unternehmen hat geantwortet

Unternehmensdetails

  1. Alternative Finanzdienstleistungen
  2. Nachlassverwalter
  3. Anwalt für Erbrecht
  4. Finanzdienstleistungsinstitut

Über ClearEstate

Vom Unternehmen geschrieben

ClearEstate is a technology-driven company that simplifies both estate planning and estate settlement. Founded in 2020, ClearEstate offers an online platform to create and manage wills, powers of attorney, trusts, and navigate the complexities of estate settlement. The platform allows users to plan for the future by structuring their estate, minimizing taxes, and ensuring their wishes are clearly outlined. It also simplifies the settlement process by guiding families through tasks like appointing executors, distributing assets, handling debts, and managing taxes. ClearEstate provides expert support, ensuring clients can update their plans at any time and offering professional executor services to ensure their wishes are respected. Promo Image

Kontaktinformationen

4.4

Hervorragend

TrustScore 4.5 von 5

379 Bewertungen

5 Sterne
4 Sterne
3 Sterne
2 Sterne
1 Stern

Keine Aufzeichnungen über Bewertungseinladungen

Dieses Unternehmen hat seine Kunden nicht zur Bewertungsabgabe eingeladen, daher sind die Bewertungen möglicherweise nicht repräsentativ.

Hat 100 % seiner negativen Bewertungen beantwortet

Antwortet meist innerhalb von 48 Std.

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Erfahren Sie, woher die Bewertungen stammen und wie sie ausgewertet und moderiert werden.

4.4

Alle Bewertungen

(379)

20 Bewertungen in den letzten 12 Monaten

Bewertung abgeben
Unternehmen auf Trustpilot dürfen keine finanziellen oder anderweitigen Anreize oder Gegenleistungen für das Verbergen von Bewertungen anbieten. Bewertungen spiegeln die Meinung einzelner Nutzer wider und nicht die von Trustpilot. Mehr erfahren

Bewertet mit 5 von 5 Sternen

Great job Clear Estates!

Employees extremely knowledgeable and helpful. Meeting times were arranged to suit our needs.
Answered all our questions and assisted with any complex requirements. We feel heard and well prepared with our final wishes.

22. Dezember 2023
Bewertet mit 5 von 5 Sternen

Probate

I like how prompt Rabiya and Sarah got back to me when I had a question. And the step by step guidance in completing the forms. I feel if you didn’t have any computer skills this process wouldn’t be very helpful.So anyone fairly elderly who doesn’t use a computer would not be able to go this route.
But with Rabiya and Sarah’s guidance I got it done.i had many questions and they were great to get back to me.
The only thing that I hoped was that it would have been a faster process. We will be a year and half by the time it is completed .

5. Juli 2023
Bewertet mit 5 von 5 Sternen

Paula was very knowledgeable and clear…

Paula was very knowledgeable and clear in explaining the options and answering all my questions. She was not at all pushy, wanting me to make the best decision for my needs and preferences.
I felt confident that the services would be provided as presented.

22. April 2024
Bewertet mit 5 von 5 Sternen

Great Value-Honest Service

So far I have had a great experience with Clear Estate. I was attracted to using them because of the very reasonable fees they charge. They have smart people working there that are sincere & eager to help. I would recommend them to anyone who is looking for good value legal service without the fast talking BS you get with a lot people in this line of work.

9. Mai 2024
Bewertet mit 5 von 5 Sternen

Sign Me Up Again

The greatest recommendation that I can give is repeat business.
I have had to do two probates back to back.
After the outstanding help I received on the first probate, I contracted Clear Estate to do the second!

7. Mai 2024
Bewertet mit 5 von 5 Sternen

Clearestate seminar

I watched the presentation you gave through the CARP organization and open my eyes to many things I had not thought about when planning our estate. Dana contacted me and we set up a meeting with Shaz. He explained the process and helped with the next steps answering any questions we had along the way. From that experience we chose to plan our estate with your company.

4. April 2024
Bewertet mit 5 von 5 Sternen

The perfect on-line solution to estate settlement

As the executor of my recently deceased friend, I was having a hard time navigating through the large to-do list and particularly the probate system when I came across ClearEstate's website. It seemed a perfect fit. I arranged for an initial consultation with Stacey who was very understanding and clear in what the company provided (particularly taking the stress away) so I jumped in! Since that time Rabiya and Samantha have been patiently guiding me every step of the way. They've been there to answer questions quickly and knowledgeably in their friendly manner and I've even managed to learn a lot along the way. To have all documents and financial information in one place on the ClearEstate platform has been invaluable. I would highly recommend anyone looking for any degree of estate assistance to consider ClearEstate, I could not have managed without them.

22. November 2023
Bewertet mit 5 von 5 Sternen

My husband and I got referred to…

My husband and I got referred to ClearEstate by our financial advisor and I'm glad we made the choice to work with them.
The process of writing wills and protection mandates requires to discuss difficult topics that can make people uncomfortable. Working with Clémence at ClearEstate made that process much easier and encouraged us to get it done. She provided the gentle hand-holding that we needed in order to get through the steps.
The platform is easy to use and navigate. We encountered a little glitch that got fixed fairly quickly, which tells us that their engineering team is efficient and reactive.
I would recommend ClearEstate to individuals who don't know where to start with this process and need extra support.

16. Oktober 2023
Bewertet mit 4 von 5 Sternen

The Process Seemly Took a Long Time

I started the process in January 2024 and wound up having to cancel in April 2024. The process was going too slow for me but my situation was rather complicated. While trying to resolve a hic-cup in the process I began to doubt the legitimacy of the service. With me being in California and ClearEstate being in Canada I started to get worried. However, when I mentioned canceling and refunding, they did step up to the place and with no hassle or hesitation, made a full refund. So this eased a lot of my fears. So if you have a straightforward need to become Executor, I'd recommend their service...

17. April 2024
Bewertung ohne vorherige Einladung
ClearEstate-Logo

Antwort von ClearEstate

Dear Dave,

Thank you for sharing your experience with us. Navigating the estate process can be complex and time-consuming, especially with unique circumstances involved. We are here to take the stress away and save our clients time and effort. We're sorry to hear that the pace of the process didn't meet your expectations.

We have successfully helped thousands of families in many jurisdictions across the US and Canada, including California. However, your satisfaction and peace of mind are of utmost importance to us, and we're pleased to have been able to resolve the situation to your satisfaction.

Thank you for considering and recommending our service. We appreciate your feedback and wish you all the best moving forward.

If you have any further questions or concerns, please don't hesitate to reach out.

Best regards,
ClearEstate Team

Bewertet mit 5 von 5 Sternen

Estate Solutions Services

The entire appointment process was flawless, it was done via video call which was of impressive quality.
Advisor Shaz Dal, of Estate Solutions was amazing, and extremely pleasant to work with! His professional manner throughout the consultation process was very informative, and took the time to answer as many questions as possible during the allotted time.
It's a very refreshing feeling to deal with a professional who actually cares.
I wouldn't hesitate in referring Clear Estate Services to anyone planning their will, or settling a loved ones estate. I wish I'd only known about them sooner, it would have saved me a lot of time and money.

Very Thankful,
Frank Esposito

15. April 2024
Bewertung ohne vorherige Einladung
Bewertet mit 5 von 5 Sternen

Great experience

Great experience ! Shaz has been a very pleasant person to speak with. Very knowledgeable, professional and patient.

28. März 2024
Bewertet mit 5 von 5 Sternen

Clear Estate- an excellent choice for us

We can very much recommend Clear Estate 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. We particularly like that Clear Estate's fees are all up front so you know what you're dealing with when it comes to future reviews and changes, unlike the lawyers offices we spoke with who would charge a large fee for every future change. Clear Estate's all online approach was user friendly and comprehensive, providing a platform that includes the estate plan, documents, POAs, communication history etc.
So thank you again to Clear Estate, it has been a pleasure working with you.

25. Januar 2024
Bewertet mit 5 von 5 Sternen

Productif et informatif. Professionnel.

Tous les aspects de la succession sont couverts et les personnes présentes répondent aux questions d’une façon professionnelle. Ils prennent aussi note d’améliorations potentielles à faire sur la plateforme. On sent qu’on est accompagné dans le processus.

26. März 2024

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