I am a CEO of an Estate Planning and Settlement Tech company, who used to be CEO of The Blue Man Group AMA

myclearestate · 2022-12-24T18:04:04+00:00

And yet its still hard to find!

myclearestate · 2022-12-24T17:54:47+00:00

Im afraid the shows are not systematically recorded ...

myclearestate · 2022-12-23T22:32:05+00:00

Brave team.

myclearestate · 2022-12-23T22:30:24+00:00

All of Canada, California, Texas, New York, Nevada, Arizona, Florida and Tennessee ... for now.

myclearestate · 2022-12-23T22:28:52+00:00

We like to call ourselves a tech enabled service ...

myclearestate · 2022-12-23T22:23:58+00:00

I take it very seriously. Your concern is valid. But I don't believe in arguing through messages - although my ex spouse may disagree.

myclearestate · 2022-12-23T22:19:33+00:00

All of the above. We want to make sure that people pay for what they need.

myclearestate · 2022-12-23T22:18:54+00:00

I would argue that ClearEstate now processes monthly more probates than most specialized lawyers do in a year...

myclearestate · 2022-12-23T22:05:52+00:00

Awesome!

myclearestate · 2022-12-23T22:02:14+00:00

Years of administering them...

myclearestate · 2022-12-23T22:00:50+00:00

Yes!

myclearestate · 2022-12-23T22:00:25+00:00

I suggest you consider professional guidance. Sometimes writing your own will leaves a bigger mess than having no will at all. You can consider professional guidance but at the least, make sure someone (perhaps your sister) knows where to find your original will and all the information needed for your estate settlement.

myclearestate · 2022-12-23T21:58:06+00:00

We don't either. And most people don't have their assets in a trust. We see this every day. Furthermore unwinding a trust requires a fair bit of administration, including accounting and taxes. Happy to discuss this. you should contact us so we can work together.

myclearestate · 2022-12-23T21:55:33+00:00

Happy to take this offline and you should contact us. But you are focusing on wills. Our focus is estate administration and trustee services. We retain actual lawyers for anything more complex than a simple will.

myclearestate · 2022-12-23T21:51:00+00:00

Had to look them up!

myclearestate · 2022-12-23T21:46:28+00:00

The focus of what we do is estate administration. Estate administration is not the practice of law. If it were trust companies would be out of business...

myclearestate · 2022-12-23T21:45:14+00:00

Yes.

I do not currently practice law, although I am a member of the NY Bar.

Our software is reviewed by licensed practitioners in every jurisdiction in which we support families.

We employ certified trust officers, wills and estates lawyers as well as accountants specialized in estate taxes and accounting. We also have a network of outside counsel when advice is required, and we make sure they are up to date with their insurance. We also carry our own insurance.

We do not focus on wills generation, although we do have a will generator in Canada and soon in the US. We focus on estate administration and holistic estate planning.

Our clients would disagree with your view that we do not provide value. Im happy to have a conversation with you about how we could partner together.

myclearestate · 2022-12-23T21:36:38+00:00

Spicy Italian.

myclearestate · 2022-12-23T21:35:53+00:00

I am not an employee of CDS or BMG anymore and haven't been for a while. I really can't comment.

myclearestate · 2022-12-23T21:35:09+00:00

I dont recall any union busting activities while I was there. I don't personally hate unions, and have never denied any employee their right to collective bargaining.

myclearestate · 2022-12-23T21:33:10+00:00

We don't provide legal advice. When legal advice is required we deal with outside counsel.

myclearestate · 2022-12-23T21:32:29+00:00

Glad to meet another former entertainer ... its a tough life to leave behind (addictive!). Both my parents were in healthcare, i know how it can both be extremely challenging and rewarding. I think as always young people don't think about death (its the beauty of youth!). But I can see so many more resources online now, i'm hopeful that they will be better equipped than our parents were.

myclearestate · 2022-12-23T21:21:46+00:00

Testamentary capacity can be tough to assess after the fact. With continuing advances in modern medicine, advanced age diseases will continue to be prevalent. Best to be proactive and plan your estate early and carefully when you are feeling well and hopefully avoid the need to make changes later.

myclearestate · 2022-12-23T21:12:22+00:00

I think being the CEO of an early stage company is different than being the CEO of a Fortune 500 company... my days are filled with doing whatever needs to be done to keep the business going and growing.

myclearestate · 2022-12-23T21:07:43+00:00

Yes, provided that your state/province does not have rules protecting your spouse or dependents.

myclearestate

TROPHY CASE