Reviews

This profile includes reviews for Clear Estate Technologies Inc's headquarters and its corporate-owned locations. To view all corporate locations, see Find Local Branches.

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  Clear Estate Technologies Inc

  1400 - 18 King St E Office 12 Toronto, ON M5C 1C4

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  ClearEstate Technologies Inc

  18 King St E Toronto, ON M5C 1C4

• 

  ClearEstate

  6160 Warren Pkwy Ste 100 Frisco, TX 75034

Review Details

• Review fromKayla B

  Date: 10/11/2024

  1 star
  I was quoted a flat rate of $4,045 because they said I needed the basic package. I told them we needed time to raise the money. While that was happening I kept getting emails about when we would have the payment. They just seemed too eager.
  After raising the money and asking about how we proceed to payment I was sent this email which included an attachment showing their lowest price package would be $6,545
  Hi *****,
  We have recently stopped accepting new clients for our "Essential" and "Plus" package due to capacity constraints, and are currently only servicing our "Complete" package. In your case, we would be able to offer a 10% discount on our "Complete" package to better serve you. I've attached our pricing sheet to this email.
  I understand that budget was an issue, and I'm sorry that we are no longer serving our base package.
  Please let me know if you would like to learn more, or if you would prefer to work outside of ClearEstate.
  Thank you for your understanding
  It almost seemed like it was pretty much planned from the get go because nothing was said until I told them I had the payment. This was a complete waste of my time and resources.

• Review fromMarj L.

  Date: 30/10/2024

  1 star
  We are very disappointed with our experience with Clear Estate. Initially we were told we would have 1 hour complimentary meeting but when we asked questions at this meeting, we were told that since we haven't paid they cannot give us any advice. The one hour complimentary meeting lasted only 20 min with us signing up. There were no questions asked as to whether we needed an executor or not or explaining what the different tiers might be. We felt bulldozed into signing up for the most costliest plan that they have without asking us whether we really needed that plan. We were also told that we could cancel any time, thus we opted to pay by instalments in case we are not satisfied with our experience. Then in the subsequent months, we downloaded our informations and our previous POA and Personal Directives onto the 'vault'. The consultant Kim did work with us on a new Will but we were very uncomfortable with the wordings because it would give Clear Estate a lot of power over the estate. We then decided to terminate their service. At this point we had already paid for 6 months of their service (downloading onto their vault and discussing our Will) which we did not complete. We submitted our previous POA and Personal Directive which were not changed in any way and no reviews were done. We were told that with no future withdrawals would take place from here on which was not the case. When we tried getting a refund of the amount paid after the termination, we were promised phone calls back which did not happen. I had called half a dozen times and talked to 3 different individuals and each time I was assured that I would get a call back which never happened. They are very good talkers, but no actions with follow up. I would definitely not recommend this company.
  Date of experience: September 28, 2024

• Review fromNuvi P

  Date: 29/05/2024

  4 stars
  So far great experience with Clear Estate navigating an estate in **********. As an out of country executor, Clear Estate has been extremely helpful with forms and dealing with the courts. Much better alternative to going directly to a probate lawyer.

• Review fromJodie H

  Date: 23/04/2024

  5 stars
  *********** *** *********** ** ** **** ******* **** ** ****** *** ****** ***** *** ******** They were amazing! - excellent communication, guidance and support. They broke things down into little steps and followed through / checked in with me after each step. All my questions were responded to quickly / same day or next business day. I highly recommend ClearEstate !!

• Review fromChristopher C

  Date: 06/04/2024

  1 star

  Christopher C

  Date: 06/04/2024

  The services started out ok, but after my representative was changed, effective communication stopped with clear estate. I would tell anyone.... Hire a probate lawyer!!!!!!!!! Currently, I've submitted all of my documentation and I have to wait for clear estate. No one seems to be working on my paperwork. VERY FRUSTRATING.!!

  Clear Estate Technologies Inc

  Date: 10/04/2024

  Thank you for sharing your feedback with us. We sincerely apologize for any inconvenience or frustration you have experienced during this process. We understand the importance of effective communication and are committed to addressing your concerns promptly.We want to provide some clarity on the current status of your case:When there is no will and multiple family members involved, it is the courts discretion to name a limited authority executor. As a result, there are multiple court hearings as well as additional processes and procedures that must be fulfilled. For instance, a property must be assessed firstly by a *************** for its value on the Date of Death as well as an additional appraisal at the current market value. The *************** sets up the timeline and it is not in our discretion to make it quicker.Our team is committed to improving communication channels and ensuring that you are kept informed at every stage of the process.Thank you for your patience and understanding. We remain dedicated to resolving this matter efficiently and to your satisfaction.

• Review fromPaul F

  Date: 02/04/2024

  1 star

  Paul F

  Date: 02/04/2024

  ** ******** * ***** *** **** *** We hired ClearEstate in Oct'22 and they were initially helpful for about 6 months. Then the turnover started and hasn't stopped which makes building any sort relationship impossible. Their portal looks slick but has large functionality problems to the point that they said I should stop trying to input data there. I have had outstanding questions out to our current 'rep' for over a week without a response after 3 follow-**** * ***** **** **** **** *** **** ******* ****** *** ** ***** ******** ******** ** ** **** *** ***** * ****** ******* ** ** *******

  Clear Estate Technologies Inc

  Date: 04/04/2024

  Dear ****, Thank you for sharing your feedback with us. We genuinely appreciate your honesty and understand the importance of addressing concerns promptly.We want to assure you that we are continuously working to enhance our processes to ensure a seamless experience for you and all our clients.We are grateful for the opportunity to meet with you next week to discuss your file thoroughly and provide the necessary solutions. Your satisfaction is our priority, and we are committed to addressing any issues you may have and finding the best way forward together.We eagerly anticipate our meeting and the chance to further assist you.Best regards,

• Review fromMegan G

  Date: 28/03/2024

  5 stars
  ClearEstate has not just provided us with an excellent service, they've also offered us peace of mind. For a while, we'd been procrastinating on getting our ***** and estate plan done, even after significant life events like marriage and having our child. However, after a family health issue, we were convinced to expedite the process, especially before undertaking any travel.This is where ClearEstate stepped in, and I can honestly say that they have been a godsend. They have been extremely helpful, guiding us through the process with transparency and patience, explaining all necessary steps and ensuring we fully understood our decisions and their implications. Despite our busy schedules, they were incredibly flexible with meeting times, accommodating our needs without a hitch.Their online portal deserves special mention. It is intuitive and user-friendly, offering a comprehensive overview of all our assets and liabilities.To anyone who, like us, has been putting off estate planning, I cannot recommend ClearEstate enough. The peace of mind we now have, knowing that our family is protected is invaluable. Our gratitude to ClearEstate is beyond words.

• Review fromBrandon D.

  Date: 14/02/2024

  1 star

  Brandon D.

  Date: 14/02/2024

  I hired ************ in Nov 2021 following the unexpected death of my father. I was directed to them under a false promise that they would be able to help, Initially they seemed like a legitimate company with very promising information. As time went on the true colors showed. The one time fee turned into several unexpected additional fees. I was unknowledgable in the estate process therefore I trusted them to guide me. Only once I got to have a video call with my representative, all other communications have been via their platform, no phone calls no emails, my representativew has switched at least 4-5 times. Very minimal help/direction from them regarding financials. It is now Feb **** and they still have yet to finalize the estate. They have made accounting errors in processing the taxes. When I questioned this they were unable to clearly explain how they received their numbers to the point I had to hire another accountant to review. I was unable to speak to their accountant directly.

  Clear Estate Technologies Inc

  Date: 16/02/2024

  Dear *******,Thank you for sharing your feedback with us.We've noted your concerns regarding communication and the turnover of representatives during the estate closing process. We strive for seamless communication and consistency in service and we apologize for any shortcomings in your experience.Regarding fees, our pricing structure is transparent, and all services are discussed and agreed upon by our customers in advance. If you require copies of your purchase agreements, we would be happy to send them to you again or address any specific questions or concerns you have regarding billing.In addition to the feedback youve shared, wed like to clarify that while the taxation that occurs upon death can often result in substantial tax obligations, our tax team's assessment has been thorough and accurate.We would appreciate your willingness to discuss your concerns further, although we understand you've declined our offer for further conversation. Should you reconsider, our team is here to address any outstanding questions or issues you may have.Your feedback is valuable as we continually strive to enhance our services.

• Review fromOlympia A

  Date: 17/09/2023

  1 star

  Olympia A

  Date: 17/09/2023

  Went downhill fast. My experience started out strong, then I felt completely neglected. In the course of 3 months I had six different contacts. I had to ping for responses constantly and they upsold me on a service I didn't need. I have spoken to managers and tried to go through proper channels but nothing happened. Will not recommend. **** ** ***** ***** ** **** ****** drawn out, and expensive experience for me *** ** ********

  Clear Estate Technologies Inc

  Date: 27/03/2024

  Dear *******,Thank you for sharing your feedback with us. We have carefully reviewed your concerns and would like to address them directly.We understand your frustration regarding the changes in communication frequency. While our interactions were robust during the initial stages, we acknowledge that there was a decline in consistency over time. We apologize for any inconvenience this may have caused and assure you that we are taking steps to improve our communication processes to avoid such issues in the future.Regarding the upselling of additional services, we appreciate your perspective. Our intention was to ensure that you had access to all necessary resources to facilitate the estate settlement process effectively. In this case, specialized waivers were required and thus the package we recommended you transition to was essential.We also want to apologize for any frustration you experienced in trying to escalate your concerns through proper channels. Your feedback is invaluable, and we assure you that we take all complaints seriously. We are committed to addressing any issues promptly and effectively to ensure a positive experience for all our clients.Please feel free to reach out to us directly if you would like to discuss this matter further or if you have any additional concerns.

• Review fromNatalia A

  Date: 18/07/2023

  1 star
  This company takes advantage of customers being stressed of losing their loved ones, make lots of promises but are not capable to keep them. My case was not complex but they managed to complete probation forms incorrectly and preparing estate tax was another failure. I ended up cancelling the tax engagement and had to do estate tax myself 2 days before the deadline. Clear Estate refuse to provide full refund. This was fixed price engagement that should have resulted in submitting tax file that contains correct estate tax information to CRA and was unfulfilled.
  This is the summary of my experience with ClearEstate:
  Communication
  • other that initial meeting everything goes through chat in the platform. Some advisors take weeks to respond. Not allowed to communicate directly to the estate tax accountant .
  Customer service
  • Estate specialists keep changing and have questionable expertise. I had four during my engagement.
  • My probate application documents were filled incorrectly with multiple mistakes and were rejected due to missing information.
  • At the initial consultation the accountant failed to provide an advice to the assets disposition to defer high estate tax
  • There was no questionnaire, template or guided vizard to provide requirements to the client of what information/reports/tax slips or other documents required based on assets
  • My request to provide tax file for review by April10th was ignored and no completion date was provided
  • After multiple reminders and follow ups, with 3 business days left to the deadline I finally received the tax submission form to sign. There was no review or my agreement with the amounts listed.
  • The information in T1 had multiple errors and there was no effort from accountant to connect with me and walk through the tax file and explain where the amounts came from.