ClearEstate with Jean-Philippe Daunais |E434

What this episode covers

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 Impact00:31 What ClearEstate Does00:59 Why Estate Settlement Hurts01:30 Origin Story and Insight04:31 How the Platform Works06:16 Planning and Pro Executor08:38 Pricing and Neutral Fiduciary11:34 Advisors and Family Conflict13:05 Long Tail Digital Assets14:56 Fit Limits and Expansion17:11 Future Roadmap and AI18:28 Rapid Fire Closing Questions22:56 Wrap Up and OutroResources:Facebook – Jason Pereira's FacebookLinkedIn – Jason Pereira's LinkedInWoodgate.com – SponsorClearEstateLinkedIn - Jean-Philippe’s LinkedIn Hosted on Acast. See acast.com/privacy for more information.

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How long is this episode of Fintech Impact?

This episode is 23 minutes long.

When was this Fintech Impact episode published?

This episode was published on June 30, 2026.

What is this episode about?

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...

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