One estate · Three platforms · One funnel

How a single inherited home
flows through the platform

A death creates one inherited property — and one person, the heir or executor, who travels through all three sites in sequence. Each platform owns one stage, monetizes its slice, and hands the next a warm, pre-loaded user. The estate isn't a product. It's the thread that connects the three.

▶  Walk the funnel — start at DeedRead See the three stages
The funnel

DeedRead → ClariDeed → ListingOracle

Follow the same estate left to right. Each card is a stage in the heir's journey; the bands between them are the handoffs.

🏚️ The scenario (illustrative): A 1985-owned home passes to an heir. They've never sold a house, don't know what's recorded against it, don't know the probate steps, and eventually have to decide: fix it, or sell as-is. That one person hits all three sites.
1 DeedRead · D2C open ↗

DeedRead

The consumer front door
"What did I just inherit — and what's attached to it?"
  • Pulls the deed + recorded picture for the inherited parcel
  • Title chain & how it currently vests (decedent → estate)
  • Lien sweep: mortgage / reverse-mortgage payoff, municipal lien cert (c.60 §23)
  • PR-deed mechanics — how an estate actually conveys
  • Flags: "this is an estate — you'll need probate & likely an attorney"
User
Heir / executor
Pays
Consumer · low-ticket
Job
Capture the moment early
↳ hands ClariDeed the parcel + lien findings, already loaded
title + liens
2 ClariDeed · Legal open ↗

ClariDeed

The brand that can safely carry the law
"What's the legal process, and what will it cost me?"
  • Probate / MUPC roadmap — voluntary vs informal vs formal admin
  • MA estate tax ($2M threshold + the ~$99.6K credit — no more cliff)
  • Step-up basis explainer (routes the number to a CPA)
  • Title 5 septic-on-transfer check
  • Routes to a real attorney — the content lives where legal framing belongs
User
Heir + their attorney
Pays
Legal network / per-roadmap
Job
Hold the UPL-sensitive half
↳ hands ListingOracle a qualified seller the moment they decide to sell
qualified seller
3 ListingOracle · B2B open ↗

ListingOracle

Where it monetizes hardest
"Price it, and decide: fix it or sell as-is?"
  • Ralph receives a warm estate-seller lead — legal & title work already done
  • 8 comparable sales, normalized
  • As-is $430K → renovated $690K range
  • Fix-vs-sell-as-is + net-to-seller
  • He wins and runs the listing
User
Agent (Ralph)
Pays
Agent · subscription / per-lead
Job
Convert to a listing
⟳ post-close referral feeds the next estate back to the top
↺ The loop: a closed estate sale becomes a referral and a record — the next inherited home re-enters at DeedRead. The funnel is a cycle, not a dead end. Back to ① DeedRead →
The handoff

One data spine, nothing re-entered

The same record carries through all three stages — each site enriches it and passes it on, so the heir never re-types and Ralph inherits a fully-worked file.

Parcel ID→ Decedent / owner-of-record→ Lien findings→ Probate status→ As-is value→ Listing
Section map

Where the existing estate demo decomposes

The Mom's House demo already built (scored 71/100 as a demo) isn't one product — every section already belongs to one of the three sites. This is the build spec.

Demo sectionLands onWhy
Property snapshotDeedReadThe recorded facts — DeedRead's entry pull
Lien sweep + municipal lien cert (c.60 §23)DeedRead"What's recorded against this home"
Title chain + PR-deed mechanicsDeedReadHow the estate vests & conveys
Probate / MUPC roadmapClariDeedLegal process — safe on the legal brand
MA estate tax ($2M + credit)ClariDeedTax landscape, routes to CPA
Step-up basisClariDeedTax framing — never a stated number
Title 5 septic-on-transferClariDeedRegulatory gate at transfer
"Build your team" (attorney / CPA / appraiser)ClariDeedThe routing layer — pure referral
8 comparable salesListingOracleListing intelligence for the agent
As-is → renovated rangeListingOraclePricing the estate listing
Fix-vs-sell-as-is + net-to-sellerListingOracleThe seller's real decision