What departments does ClearEstate have?

ClearEstate has employees across 14 departments including Entrepreneurship, Product Management, Engineering, Operations, Finance.

What is the largest department at ClearEstate?

The largest department at ClearEstate is Customer Success with 8 employees.

Where are ClearEstate employees located globally?

ClearEstate has employees across 3 continents and 4 countries including India, France, Canada, United States Of America.

How has ClearEstate's team size changed over time?

ClearEstate's team has grown from approximately 92 to 96 employees based on available data.

ClearEstate Employee Directory

Q: Who are ClearEstate's key employees and leadership?

ClearEstate's key employees include: Co-Founder And Chief Executive Officer: D. P., Chief Product Officer: J. D., Chief Operations & Experience Officer: B. B., Chief Experience Officer: B. B., Vice President Finance & Administration: S. D..

Financial ServicesQuebec, Canada51-200 Employees

ClearEstate is a midsize financial services company based in Montreal, Quebec, specializing in estate planning and settlement. It provides end-to-end solutions, including online wills and professional executor services, supported by an intuitive platform and experienced estate professionals. From drafting plans to applying for probate and closing estates, the company aims to reduce complexity and ensure that a client's wishes are carried out with care. Its services target individuals planning an estate and executors managing settlements, helping families protect interests and preserve legacies. In October 2024, ClearEstate announced a strategic partnership with Investors Group to offer an estate planning solution to clients, with IG advisors collaborating with ClearEstate's team.

ClearEstate Global Highlights

North America
96

Canada
94
United States Of America
2

Asia
1

India
1

Europe
1

France
1

ClearEstate's Leadership

J. D.
Chief Product Officer
Mobile Phone
Email
B. B.
Chief Operations & Experience Officer
Mobile Phone
Email
B. B.
Chief Experience Officer
Mobile Phone
Email
S. D.
Vice President Finance & Administration
Mobile Phone
Email
S. H.
Head Of Estate Planning And Settlement Solutions
Mobile Phone
Email
D. P.
Co-Founder And Chief Executive Officer
Mobile Phone
Email
A. G.
Co-Founder & Cro
Mobile Phone
Email
P. B.
Co-Founder & Cto
Mobile Phone
Email

ClearEstate Employee Metrics

100%

50%

0%

2026

2025

Banking
Sales
Engineering
Product Management
Accounting
Other
Arts & Design

Contact profiles from ClearEstate

Name

Title

Contact Info

Location

Last Update

C. M.
Team Lead
Mobile Phone
Email
CanadaManitoba
Nov 07, 2025
S. H.
File Process Manager
Mobile Phone
Email
CanadaOntario
Jun 24, 2026
A. N.
File Manager/ Senior Estate Professional
Mobile Phone
Email
IndiaGujarat
Jan 28, 2026
F. N.
Senior Tax Lead
Mobile Phone
Email
Canada
Aug 08, 2025
A. M.
Customer Success Manager - Estate Settlement
Mobile Phone
Email
CanadaQuebec
May 02, 2026
B. S.
Customer Success Manager- Estate Planning
Mobile Phone
Email
Canada
May 02, 2026
K. A.
Customer Success Manager
Mobile Phone
Email
CanadaOntario
May 02, 2026
E. L.
Senior Product Designer
Mobile Phone
Email
CanadaQuebec
Apr 17, 2026
S. P.
Principal Account Executive
Mobile Phone
Email
CanadaQuebec
May 02, 2026
S. A.
Senior Estate Solutions Advisor
Mobile Phone
Email
CanadaQuebec
Jun 24, 2026

Frequently Asked Questions

What is ClearEstate known for?

ClearEstate was founded in 2020 operates in the Financial Services industry. Explore ClearEstate's company overview page for more information.

What is ClearEstate's most common email format?

ClearEstate employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more ClearEstate email formats with LeadIQ.

How many employees does ClearEstate have currently?

ClearEstate has approximately 86 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are ClearEstate's key employees and leadership?

As of July 2026, ClearEstate's key employees include:

Chief Product Officer: J. D.
Chief Operations & Experience Officer: B. B.
Chief Experience Officer: B. B.
Vice President Finance & Administration: S. D.
Head Of Estate Planning And Settlement Solutions: S. H.

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ClearEstate Employee Directory

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