SwiftProbate vs ClearEstate
SwiftProbate is a self-service tool that guides families and executors through every step of estate settlement — with a personalized, county-specific checklist, deadline tracking, document tools, and Grace, an AI assistant available 24/7 to answer questions along the way.
ClearEstate is a full-service estate company with dedicated estate professionals — primarily focused on Canada, with US settlement available in 6 states starting at $6,995.
This comparison is for informational purposes only. SwiftProbate is not a law firm and does not provide legal advice.
Note: ClearEstate's US settlement is currently limited to AZ, CA, NV, NY, TN, and TX. SwiftProbate covers all 50 US states plus DC.
What is ClearEstate?
ClearEstate is a Canadian-headquartered estate planning and settlement company. Its US Probate plan starts at $6,995 (with a Probate & Taxes plan at $10,348+); both plans are limited to AZ, CA, NV, NY, TN, and TX. In Canada, ClearEstate operates in all provinces and territories, with executor services delivered through Natcan Trust Company. The platform combines software with dedicated estate professionals who handle filings, tax work, and beneficiary coordination. Costs are payable from the estate. ClearEstate also sells separate Canadian estate planning products.
Key Differences
US Coverage
Built for the United States — all 50 states plus DC, with 3,200+ county-level probate guides covering courthouse details, filing fees, and local procedures.
US settlement available in 6 states only: AZ, CA, NV, NY, TN, TX. Canada-primary outside the US.
Approach & Pricing
Self-service guidance you run at your own pace. Free tier or $39 one-time — accessible for any estate.
Full-service with dedicated human professionals. US Probate starts at $6,995; Probate & Taxes starts at $10,348; +$650 surcharge for no-will or complex probate.
Personalization
AI research engine builds a checklist tailored to your county, assets, heirs, and situation — without scheduling a consultation.
Estate professionals handle the personalization for you behind the scenes after onboarding.
AI Tools
AI-generated personalized checklist plus Grace, a 24/7 AI chat assistant that answers questions and helps fill out probate forms.
Software plus human professionals — no consumer-facing AI assistant.
Feature Comparison
| Feature | SwiftProbate | ClearEstate |
|---|---|---|
| Pricing | ||
| Price | $39 one-time | $6,995–$10,348+ (US) |
| Free tier | Educational content only | |
| Features | ||
| Personalized AI research | ||
| Document management | ||
| Family collaboration | ||
| AI chat assistant (24/7) | Yes — Grace | |
| Tax filing handled for you | Yes (Probate & Taxes plan) | |
| Coverage | ||
| US state coverage | All 50 states + DC | 6 states (AZ, CA, NV, NY, TN, TX) |
| Canadian coverage | All provinces + territories | |
| County-level guides | 3,200+ | Handled by professional |
| Institution guides | 160+ | Handled by professional |
| Support | ||
| Dedicated estate professional | ||
Your estate is unique — get a personalized task list with deadlines, forms, and next steps
Start freeWhy Consider SwiftProbate
- Get jurisdiction-specific guidance no matter where your estate is — all 50 US states plus DC, with 3,200+ county guides
- Stay in control of the process at a price that works for any estate, not just ones that can absorb $7,000+
- Get a personalized AI-generated checklist instantly — no scheduling, no onboarding calls
- Ask follow-up questions 24/7 with Grace, our AI chat assistant — including help with probate forms
- Use institution-specific guidance for the banks, brokerages, and insurers in your estate (160+ guides)
- Try the free tier first to see exactly how SwiftProbate fits your situation
Why Consider ClearEstate
- Your estate is in Canada, where ClearEstate is the established full-service option
- Your estate is in one of the 6 US states ClearEstate covers and you want dedicated professionals to handle filings and tax work
- The estate is complex enough that the $6,995–$10,348+ cost is worth offloading the work entirely
Which is Right for You?
Choose SwiftProbate if...
Families and executors anywhere in the US who want clear, jurisdiction-specific guidance with an AI assistant available 24/7 — at a price accessible to any estate.
Choose ClearEstate if...
Families in Canada or in ClearEstate's 6 supported US states who want dedicated estate professionals to handle filings, tax work, and beneficiary coordination.
Frequently Asked Questions
Does ClearEstate cover my US state?
How much does ClearEstate cost compared to SwiftProbate?
Can I use ClearEstate for a US estate?
Can I use SwiftProbate for a Canadian estate?
Navigate probate with confidence
- Personalized to your assets, heirs, and jurisdiction
- Deadlines calculated from your date of death
- Track progress and store documents in one place
Free — no credit card required
Informational guidance only — not legal advice
Disclaimer: This comparison is for informational purposes only and does not constitute legal advice. Feature and pricing information is based on publicly available data as of April 2026 and may have changed. SwiftProbate is not a law firm and does not provide legal representation. Consult a qualified attorney for advice specific to your situation.