Montreal’s ClearEstate has partnered with Equitable Bank’s Concentra Trust to introduce a new product to more than 200 Canadian credit unions: a full suite of digitally native estate planning and administration services, available to all.
ClearEstate is a platform that supports executors and planners by streamlining tasks and professional services related to estate planning and settlement. Earlier this year ClearEstate raises a USD $13.25 million Series A funding round led by OMERS Ventures.
Concentra Trust has been a partner in the credit union system for more than 65 years and will leverage ClearEstate to bring accessible and affordable estate trust services to Canadian credit unions and their members.
“Finding partners who align with our vision of innovation in estate planning and administration is key to keeping our solutions and services at the leading edge. ClearEstate is pleased to share this common objective with Concentra Trust, and continues its efforts to offer estate services for all Canadians, regardless of income and status,” says Davide Pisanu, CEO of ClearEstate.
“Concentra Trust is excited about its partnership with Clear Estate to bring cost-effective, technology-driven, and innovative solutions to help credit union members who are executors of estates,” says Tanya Postlewaite, Head of Concentra Trust. “Being an executor is a complex obligation and having intuitive technology, coupled with personalized and professional support from estate professionals, to guide executors through the estate process is the best of both worlds.”
“We’re building for the future on the strength of the past, and growing the well-established credit union network that Concentra has expertly supported for many years is a priority for us,” said Andrew Moor, President & CEO of Equitable Bank. “Part of that growth is infusing new, modern, and value-add technology, like the ClearEstate solution, so that our credit union partners can meaningfully grow their own businesses for years to come.”
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