We explain the statement, track the budget before it runs short, and stay with your family for the whole journey — including the records that matter when care ends.
Independent. We work for families, not providers.
Understand your first statementUpload a statement — PDF or a photo. Every line explained in plain English.
Your statement, line by line, against the rates in your own service agreement — not industry averages. Every mismatch flagged with the exact dollar difference and the exact question to send your provider.
Most families find out the budget ran short when services are cancelled. Clere projects your quarterly spending forward and tells you weeks earlier — including the lifetime cap nobody else is totalling.
Where the Will is. Where the EPOA is. Every statement, every contribution, every event — one running record, from the first invoice to the day the executor needs it.
The rules are published. We check them.
10%
is the legal cap on care management fees. We check whether yours is under it — every statement.
$135,318.69
is the lifetime contribution cap. We total yours automatically. When it’s reached, contributions stop.
$1,000 / 10%
is the quarterly carryover rule. We tell you what carries over and what goes back.
From the pricing schedule in your service agreement. This is what makes every check exact: your rates, not general benchmarks.
PDF or photo. Within a minute, every line is explained in plain English, compared against your agreed rates, and any mismatch is flagged with the question to send your provider.
Each upload builds the running ledger — the quarterly forecast, the carryover position, the lifetime cap total. You see the shortfall coming before services stop.
Ten minutes from upload to understanding every line.
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