ClearEstate

“I felt like I was going insane, repeating the same information over and over.” In this episode of The End Game podcast, ClearEstate Co-Founder Alex Gauthier shares the personal story behind ClearEstate and the chaos he faced when settling a parent’s unplanned estate. His takeaway? A will is not enough. Estate planning is an organizational exercise, not a document-signing one. Why wealth advisors should listen & share: - Help clients understand the real administrative burden left to loved ones - A perfect primer for clients going through major life events: marriage, home purchase, birth of a child or grandchild, retirement - Reinforce that estate planning is part of the financial planning journey — not a separate track. In this first full episode, we highlight the reality that estate settlement is maddening even under the best of circumstances. Don’t miss this open, honest conversation about estate administration and end-of-life planning. 🎧 Listen to The End Game | Episode 1 “You Need a Will” Spotify: https://hubs.ly/Q03TkVcQ0 Apple Podcast: https://hubs.ly/Q03TkV-x0

“No one wants to think about death. Let alone talk about it. Or plan for it. But that's precisely what we'll be doing here." Estate conversations are never easy, for families or for the wealth advisors supporting them. That’s why ClearEstate created The End Game, a new podcast dedicated to the realities of estate planning and settlement. Hosted by Davide Pisanu, ClearEstate Co-Founder & CEO, this introductory episode reveals why the industry is overdue for modernization and how advisors can use conversations about legacy and estate planning to foster deeper relationships with their clients. Why you should listen: - Explore topics that will help make difficult estate conversations easier for clients - Strengthen your confidence in discussing wills, executorship, incapacity, and family dynamics - Easily share with clients who are beginning to think about their legacy It’s time to get real about estate planning and administration. Start with the short introductory episode of The End Game (13 mins): 🎧 Listen on Spotify: https://hubs.la/Q03TgGJc0 🎧 Listen on Apple Podcast: https://hubs.la/Q03TgHCn0

When you refer clients to a lawyer or a trust office for estate planning, you’re not just handing them over—you’re handing them off. ClearEstate keeps you involved and your client connected.

No paperwork. No spreadsheets. Modern tools make estate planning a scalable part of your practice. ClearEstate’s intuitive platform lets you support clients with clarity and ease.

You don’t need to be an estate expert. You just need a partner who makes it easy. ClearEstate’s guided approach makes planning simple—no legal speak, no mystery pricing.

Advisors who support clients with legacy planning build deeper trust, longer relationships, and unlock more assets. Let ClearEstate help you deliver more value—without more work.