# ClearEstate  with Jean-Philippe Daunais |E434

Page: https://stenobird.com/podcast/fintech-impact-732879/clearestate-with-jean-philippe-daunais-e434
Text version: https://stenobird.com/podcast/fintech-impact-732879/clearestate-with-jean-philippe-daunais-e434.md
Podcast: [Fintech Impact](https://stenobird.com/podcast/fintech-impact-732879)
Published: 2026-06-30T10:00:00+00:00
Episode link: https://shows.acast.com/fintechimpact/episodes/clearestate-with-jean-philippe-daunais-e434
Audio file: https://sphinx.acast.com/p/open/s/5ab6fe42bb6ddf45527e077e/e/6a32e6ee0eff831521879231/media.mp3
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JSON: https://stenobird.com/v1/public/podcasts/fintech-impact-732879/episodes/clearestate-with-jean-philippe-daunais-e434
Duration seconds: 1433

## Resource

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 Story and Insight 04:31 How the Platform Works 06:16 Planning and Pro Executor 08:38 Pricing and Neutral Fiduciary 11:34 Advisors and Family Conflict 13:05 Long Tail Digital Assets 14:56 Fit Limits and Expansion 17:11 Future Roadmap and AI 18:28 Rapid Fire Closing Questions 22:56 Wrap Up and Outro Resources: Facebook – Jason Pereira's Facebook LinkedIn – Jason Pereira's LinkedIn Woodgate.com – Sponsor ClearEstate LinkedIn - Jean-Philippe’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

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## Transcript

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