ClearEstate’s mission is to empower estate executors by delivering transparent estate settlement and planning solutions through highly trained professionals and state-of-the-art technology.
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We are looking for a licensed lawyer/attorney with experience in the wills & estates practice to work with us as an external consultant through our ClearEstate Independent Attorney Network (CEIAN). This person will be working with the professional services and operations teams to help serve our clients and build our platform. This is not a full time permanent role and workload will vary based on clients' needs.
CEIAN is a lawyer Attorney Network in North America exclusively for wills, estates, and probate attorneys. We’re building the trust office of the 21st century, come join us in our mission!
Since 2020, ClearEstate offers technology-enabled services, designed to handle all estate planning and settlement needs. We are building an end-to-end tech-enabled service to alleviate the procedural and emotional burdens of estate planning and settlement.
What we offer
- Free to join with no membership fees;
- Transparent legal fees paid by ClearEstate’s clients;
- An increase to your clientele without the hefty marketing fees
- Ability to work at your own pace and time by choosing your hours and working remotely
- Autofill features for most documents and one-click form submissions to increase productivity by leveraging technology
Key responsibilities
- Draft estate planning and settlement documents;
- Represent executors in probate applications and filings;
- Support executor duties on and off platform.
Requirements
- Minimum of 3 years’ experience post-admission to the Bar where you practice;
- Proof of good standing with the relevant Bar Association;
- Insurance malpractice with minimum coverage required by law;
- Ability to work with technology and customer centric;
- Once accepted, lawyers/attorneys are matched with clients.
Skills Required
- Licensed lawyer or attorney authorized to practice in the relevant jurisdiction
- Minimum of 3 years of experience post-admission to the Bar
- Proof of good standing with the relevant Bar Association
- Malpractice insurance with the minimum coverage required by law
- Ability to work with technology
- Customer-centric approach
What We Do
ClearEstate wants to change the way estates are settled. Settling an estate can take months and cost thousands of dollars, thereby making an emotionally taxing process even more difficult for estate executors. To make matters worse, executors are often left to their own devices and forced to figure it out as they go. We know there’s a better way. By creating a tech-enabled, end-to-end solution for estate settlements, we want to disrupt the inefficient status-quo and empower independent executors by automating administrative tasks, reduce the unnecessary involvement of licensed professionals in order to save costs, and educate executors and beneficiaries in order to create more transparency throughout the whole process
