We value diverse people, cultures and opinions, and fundamentally believe that a diverse, equitable and inclusive organization is a stronger organization.

We value people who are genuine and care about our vulnerable clients authentically.

We value self-starters that exemplify ownership, care about and contribute actively to the mission. They “show-up” everyday at every interaction they have and keep themselves and others accountable for the company’s success.

We value people who are self-aware, know their strength and weaknesses, and are constantly striving to learn and grow as individuals and team members.

We value people who communicate clearly and are transparent with each other.

We value team members who take the time to walk a mile in other people’s shoes and show it.

ClearEstate is a one-stop-shop for all your estate planning and settlement needs. Our platform and experts will handle the entire settlement process.

Finance

Technology

ClearEstate

ClearEstate's headquarters in Montreal, Canada

Davide Pisanu

Simon DuBois

Christina Arrizza Trickey

Patricia Prato-Casado

Jean-Philippe Daunais

Bernardo Bressane

Alex Gauthier

Pascal Brisset

James Povitz

Philip Walker

Philippe Daoust

Francois Lafortune

Charles Poire

Florent Ares

Laura Lenz

Samantha Ku

This department provides guidance and support in the development and management of estate plans to meet clients' needs.

Estate Planning Services

This department focuses on enhancing customer satisfaction and fostering positive relationships to ensure successful outcomes.

Customer Success Management

<ourPurpose>

</ourPurpose>
<whatMakesUsUnique>
We have extremely high test coverage (over 80%).
We release to production multiple times a day.
Our CI runs a coding standard tool that rejects code based on style and complexity.
We are on the latest version of all our tech stacks.
</whatMakesUsUnique>
<howWeWork>
Our engineering team operates on two weeks sprint cycles. Each cycle begins with a meeting to discuss time estimates for features, and ends with a demo meeting where each engineer can show off the work they've completed. Engineers typically work with a UX designer and PM and any other interested parties to spec a feature, then work on the feature individually. We use Pull Requests on GitHub to conduct code reviews. All engineers are also empowered to push code to production, which we often do multiple times a day.
</howWeWork>
<ourTools>
ClickUp, Sentry, Cypress, Codacy, Snyk, HyperPing, JetBrains IDE, TablePlus, GitHub Desktop, iTerm, Fellow and, obviously, Slack :)
</ourTools>
<links>
[Tech Tools](https://doc.clickup.com/p/h/a1cju-7527/0e365cfac1ca503)
[Working in Engineering](https://doc.clickup.com/d/h/a1cju-11047/f01f991de4b9623/a1cju-8967)
</links>

Engineering

This department is responsible for managing client relationships and driving sales growth through effective account strategies.

Account Management

This department focuses on ensuring customer satisfaction and facilitating successful interactions between the company and its clients.

Customer Success

This department manages and develops relationships with external partners to enhance collaboration and business opportunities.

ClearEstate

Org chart

Board & advisors

Teams

Estate Planning Services

Customer Success Management

Engineering

Account Management

Customer Success

Partner Relations

Offices

ClearEstate

Org chart

Board & advisors

Teams

Estate Planning Services

Customer Success Management

Engineering

Account Management

Customer Success

Partner Relations

Offices

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