About this episode

Jason Pereira interviews Jean-Philippe Daunais about ClearEstate, a platform designed to simplify the estate settlement process.

Host Jason Pereira interviews Jean-Philippe Daunais, Chief Product Officer at ClearEstate , a platform built to act like "TurboTax for closing an estate." Inspired by a co-founder's difficult experience handling a parent's passing, the digital platform combines real human support with software to guide grieving families through the overwhelming 12-to-18-month paperwork maze—including finding hidden assets, filing court documents, and sorting out complex estate taxes. Operating across Canada and parts of the U.S., ClearEstate is designed to be affordable by charging a flat 1% fee with no minimum asset requirements. The platform is expanding its reach by introducing upgraded tools for financial advisors and conversational AI workflows, making it easier for regular people to navigate end-of-life planning and settlement without paying massive legal fees. This episode is a must-listen for anyone named an executor of a will, as well as financial planners looking for a digital tool to guide their clients through the stressful probate and estate-planning process. Episode Highlights: 00:00 Welcome to Fintech Impact 00:31 What ClearEstate Does 00:59 Why Estate Settlement Hurts 01:30 Origin…

People in this episode

Host: Jason Pereira

Guest: Jean-Philippe Daunais

Topics covered

• estate planning
• digital tools
• financial advisors
• probate process
• grief support

Keywords

• ClearEstate
• estate settlement
• financial planning
• probate
• AI workflows

Mentioned in this episode

Organizations: ClearEstate

Places: Canada, U.S.

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