ClearEstate Opiniões 372

TrustScore: 4.5 em 5

4,6

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Leia as opiniões dos outros

Classificada 5 em 5 estrelas

Really good experience. They put up with a lot of my emotional delays. Walked me through each process when I struggled. Appreciate them very much.

A empresa respondeu

Classificada 5 em 5 estrelas

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... Ver mais

A empresa respondeu

Classificada 5 em 5 estrelas

Shaz, thank you so very much for your time and candid conversation/advise with me this morning! He was a breathe of fresh air; very attentive, understanding and made me feel comfortable and confid... Ver mais

A empresa respondeu

Classificada 5 em 5 estrelas

My recent experience has been excellent. Deepa has been extremely responsive and always lets me know concrete deadlines and what is needed information wise to further our probate case. If she does n... Ver mais

Informações sobre a empresa

  1. Serviços de finanças alternativos
  2. Liquidatário imobiliário
  3. Estate Planning Attorney
  4. Serviços financeiros não bancários

Sobre ClearEstate

Escrito pela empresa

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

Informações de contacto

4,6

Excelente

TrustScore: 4.5 em 5

372 opiniões

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

Respondeu a 100% das suas opiniões negativas

Geralmente responde em 14 horas

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Classificada 5 em 5 estrelas

Really good experience

Really good experience. They put up with a lot of my emotional delays. Walked me through each process when I struggled. Appreciate them very much.

24 de fevereiro de 2026
Opinião espontânea
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Resposta da ClearEstate

Hi Dina,

Thank you for sharing your experience. It’s heartening to know that we could provide the support and care you needed.

Sincerely,
The ClearEstate Team

Classificada 5 em 5 estrelas

Estate, probate

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 with Tatiana Milad. She's responds to any of my questions in a timely manner and of course has been very knowledgeable with the estate settlement process. I would recommend using ClearEstate to anyone. Being an executor of a will can be overwhelming, ClearEstate has made things way less stressful. Thanks again ClearEstate!!

14 de fevereiro de 2026
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Resposta da ClearEstate

Hi Kiley,

Your positive feedback is incredibly meaningful to us. Thank you for your kind words and for placing your trust in our service.

Sincerely,
The ClearEstate Team

Classificada 5 em 5 estrelas

I received phenomenal assistance from Clear Estate's Tatiana Milad

I received phenomenal assistance throughout the probate process from Clear Estate's Tatiana Milad. Throughout the numerous process, Tatiana Milad was very responsive in answering my numerous questions and requests for guidance. Tatiana Milad and the team she led kept me informed and notified of actions that I needed to take to prepare for court dates. Tatiana ensured that I received prepared Superior Court of California forms required for court hearings with enough lead time for me to obtain the necessary signatures and/or documentation required for the hearing. Throughout the many steps of the probate process, Tatiana tracked and sent reminders on actions I needed to perform as estate administrator. I think Tatiana did an outstanding job. I truly appreciated her knowledge of the probate process and her superb administrative skills.

1 de janeiro de 2026
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Resposta da ClearEstate

Hi Bob,

Thank you for your thoughtful review and kind words. We’re glad to hear you had a positive experience and that Tatiana and our team were able to support you throughout the probate process. We appreciate your trust in Clear Estate and wish you all the best.

Sincerely,
The ClearEstate Team

Classificada 1 em 5 estrelas

RUN as far and as fast as you can!

I hired them in 2023 to deal with my husbands estate (separated). Their "steps" remained locked throughout with wrong court documents continuing to be "in process". It took 4 court hearings being denied due to "incorrect" paperwork-supplied by them. Then ClearEstate discharged us due to unknown reasons and expects to retain the full payment. I would have gone with a real lawyer to deal with it, but due to the value of the estate being in question, no lawyer would touch it (not worth their time). This company by no means makes it any easier than doing it yourself, as you do all the work, then they charge you thousands of dollars for you to do everything for them only to be dumped. The response is laughable. They offered me 30% of my $9660.85 back after the only thing completed was the assignment as myself as executor. I sent them copies of everything prior to filing and they have openly admitted there was a glitch that caused my steps to be unavailable. I was very upfront before signing with them that the estate was most likely insolvent-the whole reason an actual Lawyer would not get involved. If I had been honest with potential lawyers about the state of the estate, why would I not be upfront with them? This company simply wants their cut and does not care if it comes from a valuable estate or an insolvent one-it's all about the money.
In response: no, they do not take a percentage, they take a lump sum, which in my case is well over the 4% had a lawyer done it. More like 50% to 9000% being as they value property at in deficit and charged over 9k. Lack of attention showing in response...

29 de novembro de 2025
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Resposta da ClearEstate

Dear AR,

We’re truly sorry to hear that your experience with us added stress during an already difficult time. That was never our intention, and we regret that we fell short of your expectations.

Managing an estate is never easy—especially when the financial picture is unclear from the start. In complex cases like this, our team works to present the most appropriate options as early as possible. At one point, we did suggest exploring a legal route before proceeding further, given the potential complications ahead. While the choice to continue was entirely yours, we supported that decision fully and remained committed to assisting you throughout.

Our team prepared the necessary documents, remained engaged, and offered guidance every step of the way—even when filings occurred outside of our standard review process. We continued to support your file well beyond what’s typically included in our service, because we genuinely wanted to help.

Eventually, the situation reached a point where legal action became necessary—something our platform and team are not authorized to handle. We understand how disappointing that moment must have felt, especially after so much effort.

We would also like to clarify one important point raised in your review. ClearEstate does not take a percentage or commission from estates. Unlike lawyers or trust companies who may charge based on estate value, we operate on a flat-fee pricing model that is agreed upon upfront, regardless of whether an estate is solvent or insolvent. Our fees do not increase based on outcomes or estate size, and there is no financial incentive for us tied to an estate’s value.

Your feedback is important, and we’re using it to improve how we communicate and set expectations in complex estate situations. If there’s anything further we can do to provide clarity, we remain available.

Sincerely,
The ClearEstate Team

Classificada 5 em 5 estrelas

Thank you Jessie!

I was assigned with Jessie and I had the best and easiest experience. She answered and explained all my questions and was very clear on what I needed to do on my end. She was always available to me and that made this whole experience much easier. ClearEstate is totally worth it knowing you have backup on the details and delivery. She did her part and I am doing mine! Thanks Jessie!

30 de outubro de 2025
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Resposta da ClearEstate

Hi Jeanette,

Thank you so much for your 5-star review. We truly appreciate your kind words and are grateful for the opportunity to assist you through the probate process. It’s rewarding to know our guidance helped make a challenging time a bit easier. Your trust means a great deal to us.

Sincerely,
The ClearEstate Team

Classificada 5 em 5 estrelas

Tatiana has been incredibly informative…

Tatiana has been incredibly informative and knowledgeable with this process. In addition, she was very polite and patient with me as I was often very busy and late in replying. I will always be grateful for her help in this very confusing process.

15 de outubro de 2025
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Resposta da ClearEstate

Hi Brian,

We’re deeply appreciative of your review. Helping families like yours is why we do what we do, and your feedback inspires us to continue.

Sincerely,
The ClearEstate Team

Classificada 5 em 5 estrelas

Personal attention from Tatiana

Personal attention from Tatiana: I received prompts when I bogged down. Fast turnaround for all my inquiries, including checking with other parties on my behalf for guidance. Proactive for next steps forward.

8 de outubro de 2025
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Resposta da ClearEstate

Hi Gl,

Thank you so much for your kind words and 5-star review! We're thrilled to hear that Tatiana provided the personal attention and proactive support you needed throughout the process. It's our goal to ensure every step feels manageable and clear, and we're glad she could assist with timely responses and helpful guidance. We truly appreciate you taking the time to share your experience!

Sincerely,
The ClearEstate Team

Classificada 5 em 5 estrelas

Very informative

Stephen was very helpful and gave me a clearer understanding of the whole process and how to get started. It didn’t feel like I was talking to a salesperson trying to make a sale, instead the conversation was genuinely informative.

21 de setembro de 2025
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Resposta da ClearEstate

Hi Reena,

Thank you for taking the time to share your positive experience. Your trust and satisfaction are what drive us to do our best.

Sincerely,
The ClearEstate Team

Classificada 5 em 5 estrelas

The attorney very prepared for our…

The attorney very prepared for our questions. Explained in easy to understand dialogue what we should expect and what to do in this closer to my mothers documents and contacts we needed to make going forward. We so appreciated his input

16 de setembro de 2025
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Resposta da ClearEstate

Hi Marleen,

Thank you for your 5-star review. We’re so glad to hear that you had a positive experience.

Sincerely,
The ClearEstate Team

Classificada 5 em 5 estrelas

He answered all my questions allowing…

He answered all my questions allowing me make the best decision

16 de setembro de 2025
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Resposta da ClearEstate

Hi Jamesha,

Thank you so much for your 5-star review! Your feedback means a lot to us, and we truly appreciate your support.

Sincerely,
The ClearEstate Team

Classificada 5 em 5 estrelas

Shaz was very helpful and answered all…

Shaz was very helpful and answered all my questions and concerns. He was very friendly and caring.

17 de setembro de 2025
logótipo da ClearEstate

Resposta da ClearEstate

Hi Jerome,

Thank you so much for your 5-star review! Your feedback truly means a lot to us. We're thrilled to hear that you had a positive experience with our service. We're here for you if you ever need us in the future!

Sincerely,
The ClearEstate Team

Classificada 5 em 5 estrelas

Helpful and value added.

Very professional. Very friendly extremely informative gave me all of the information that I needed to make a good decision and I will definitely be using the service. The value has already shown itself.

11 de agosto de 2025
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Resposta da ClearEstate

Hi James,

We’re honored by your kind words and grateful for the opportunity to assist you. Thank you for sharing your positive experience.

Sincerely,
The ClearEstate Team

Classificada 5 em 5 estrelas

He made me feel at easy

He made me feel at easy, since I had never gone this before. He really connected with me and seemed to know what I am going through.

24 de julho de 2025
logótipo da ClearEstate

Resposta da ClearEstate

Hi Kim,

Thank you for your kind review. It’s a privilege to assist families like yours, and your words reaffirm our commitment to compassionate service.

Sincerely,
The ClearEstate Team

Classificada 5 em 5 estrelas

Shaz

Shaz, thank you so very much for your time and candid conversation/advise with me this morning! He was a breathe of fresh air; very attentive, understanding and made me feel comfortable and confidant in our chat.
Can't thank Shaz enough as thus far on my journey, there's been a lot double talking, dragging things out, back peddling, cash out, you name it; but today Shaz offered clarify and hope to endure and stay the course to the finish line! For that I'm truly grateful~
For once a pleasant, no cost experience!

25 de julho de 2025
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Resposta da ClearEstate

Hi Coletta,

We’re so pleased to hear about your positive experience. Thank you for sharing your feedback with us.

Sincerely,
The ClearEstate Team

Classificada 5 em 5 estrelas

Documents Prepared Right the First Time

Excellence experience with my first court appearance. The Judge said that based on the documents that were prepared by ClearEstate, She would issue the orders as requested.

24 de julho de 2025
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Resposta da ClearEstate

Hi Jackie,

It’s always rewarding to hear from satisfied clients. Thank you for your trust in us and for sharing your positive experience.

Sincerely,
The ClearEstate Team

Classificada 5 em 5 estrelas

A Service that gets the job done the first time.

Contacted ClearEstate for assistance with my Mother’s estate. From the very first contact, I have experienced knowledgeable and professional service. That service was fully evident when the Judge could not find anything wrong with my documents and, thus will issue orders as requested.

25 de julho de 2025
Opinião espontânea
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Resposta da ClearEstate

Hi Jackie,

It’s always rewarding to hear from satisfied clients. Thank you for your trust in us and for sharing your positive experience.

Sincerely,
The clearEstate Team

Classificada 5 em 5 estrelas

Very informative and helpful

Very informative and helpful

23 de julho de 2025
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Resposta da ClearEstate

Hi Morris,

Thank you so much for your 5-star review and kind words! We're absolutely thrilled to hear that you had a positive experience—it means a lot to us.

Sincerely,
The ClearEstate Team

Classificada 5 em 5 estrelas

Stephen was professional, knowledgeable

Stephen was professional, patient, knowledgeable, and helpful in pointing out the direction I need to go in.

22 de julho de 2025
logótipo da ClearEstate

Resposta da ClearEstate

Hi Heidi,

Thank you for your 5-star review and thoughtful feedback. We're delighted to know your experience was a positive one—it’s something we strive for every day.

Sincerely,
The ClearEstate Team

Classificada 5 em 5 estrelas

Shez provided professional and crisp…

Shez provided professional and crisp advise.

4 de julho de 2025
Opinião espontânea
logótipo da ClearEstate

Resposta da ClearEstate

Hi Vinay,

Thank you for your 5-star review. It is very much appreciated. Do not hesitate to reach out if you require assistance in the future.

Sincerely,
The ClearEstate Team

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