The "Estate Planning" tab lets you seamlessly connect clients with ClearEstate's solutions, either through direct portal invitations or expert consultations. If clients proceed, you can track their progress and access detailed estate plans, including assets and distribution, with their permission.

The "Estate Settlement" tab lets you seamlessly book consultations for your clients looking for estate settlement services. You can monitor the progress of your active files and, with your client's consent, gain access to detailed estate files, including information about beneficiaries and estate assets.

Your "Advisor Help Centre" contains tours and guides, registration to webinars (if applicable) FAQs, Support links and marketing materials for your clients.

You Advisor Help Centre contains tours, registration to webinars (if applicable) FAQs, Support links and marketing material for your clients.

Advisor Help Centre
ClearEstate guides and resources for
IG advisors and their clients


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Resources for your clients

About ClearEstate

ClearEstate brochure
ClearEstate blog

Estate Planning

Estate planning brochure
Online Wills brochure
Estate planning checklist
Estate planning process and timeline

Estate Settlement

Estate settlement brochure
Executor checklist
Estate settlement process and timeline

We'd like to hear from you! Provide any feedback on your experience and how we could improve, directly from your portal.

Clearestate

Your portal contains trainings and material to get you started, tools to help you define your client’s situations, and allows you to refer estate planning or settlement offerings to your clients.

Welcome to the ClearEstate Advisor Portal