I have been a part of over 400 estates in my career, and this tool would have prevented heartache in most and headache in all of them.

Estate Planning Attorney

Uncovering gaps in protection demonstrates & builds trust on the part of the client. We can’t stress how important this process is.

Wealth ManagerAt a firm with over $10Bn under management

An insurer is only as good as its promise to indemnify. Estate Clarity ensures all sides know what they’re getting and are held accountable.

Insurance Broker25+ years of industry experience

My mom needs this… right now in fact. The first place I thought to use Estate Clarity when I heard of it was with my own family.

Trust OfficerInternational Trust Company