The Best Gift You Can Give Your Loved Ones is a Well Planned Estate

The gift-giving season is upon us, and with it, a long list of “to-do’s” that are sure to keep you busy in the weeks to come. But as you go about your shopping, decorating and baking, we want to remind you of a very important item to check off your list: your estate plan.

After all, with careful planning, you could save your estate tens of thousands of dollars. But most importantly, thoughtfully planning your estate not only ensures that your wishes will be honoured; it will greatly reduce stress on your loved ones when the time comes.

While gathering with family over the coming weeks, perhaps take a moment to broach the topic of estate planning. We know no one likes talking, much less thinking, about planning for when the time comes.

But we’d like to suggest a change of perspective.

Instead of thinking of planning your estate as something morbid and depressing, think of it as an opportunity to truly ensure your loved ones’ wellbeing, no matter what happens. Not only does this provide an incredible feeling of peace and serenity to you and your family, it also ensures that your wishes will be respected even when you can no longer express them yourself.

Spare your loved ones the burden of executorship

The biggest decision of any estate plan is choosing who will act as executor.  Most people choose to name a family member, like a spouse, sibling, or an adult child, to take on this important role when the time comes. Being named as an executor is a great honour, but it is a heavy burden for anyone who is grieving.

The responsibilities of an executor can be very difficult and time-consuming, which is not a great combination in the best of times, let alone during a period of grief.

If your named executor is a busy professional, a parent of young children, travels frequently, or is experiencing health issues (just to name a few scenarios), adding the burden of settling an estate to their plate can be extremely disruptive to their lives. But for many families, the alternative—hiring a professional, such as a lawyer or a professional executor—has always been frustratingly out of reach. Until now.

ClearEstate Makes Trust Services Affordable

Hiring a professional executor alleviates many of the burdens placed on loved ones. They act as a neutral third party expert, which is ideal if there are any potential contentious issues between beneficiaries.

But hiring a traditional trust office to act as executor of an estate is often prohibitively expensive for the average person. Furthermore, these exclusive services are normally reserved for very high net worth individuals, with many firms refusing to accept clients whose wealth doesn’t match their minimum requirements. ClearEstate has changed this.

In addition to our full suite of estate planning and estate settlement services, ClearEstate is now making trust services accessible and affordable for all Canadians by offering trust services at a fraction of the cost of traditional trust offices or banks.

For a limited time, as our gift to you, we’re offering CARP members 15% off* any estate planning package.

What does this mean for you?

It means you can take the burden of estate settlement off the shoulders of your loved ones. It means that family members can be spared the hours of work and the intense stress of settling your estate, and instead trust a seasoned professional to take on the task. And because ClearEstate has a fiduciary duty towards its clients, it means that you and your family can rest assured that ClearEstate will only ever be acting in your best interest, no matter the size of your estate.

Our estate professionals are backed by state-of-the-art technology that automates repetitive tasks, saving hours of time and effort. This means we’re able to keep our fees low – we’re talking one-third the cost of traditional banks and trust offices.

Think of ClearEstate as a 21st-century trust office, making trust services accessible to everyone and setting the standard for modern, accessible estate planning.

Time to get started

Pour yourself your favourite hot beverage, get comfortable, and download a free copy of our comprehensive estate planning checklist. It breaks down the planning process step-by-step, so you can be confident that you’re covering all your bases. The checklist includes a coupon for 15% off* any estate planning package.

You can download a copy of the checklist here.

If you have questions about planning your estate, we invite you to book a free, no-obligation consultation with an estate professional from our team.

Call 1-866-994-3695 to learn how we can help.

*15% off discount cannot be combined with any other offer. Must complete a free consultation with ClearEstate before December 31, 2022.