How Clarity Works

Two structured products for accessing inheritance early—each designed for different situations, both built on conservative limits and staged disbursements.

The Problem We Solve

When someone passes away, their heirs often face an 18-24 month wait for probate to conclude. Even before death, families may know a significant inheritance is coming but have no way to access it when needs arise.

Traditional options are limited. Banks won't lend against an inheritance. Personal loans require good credit and come with high rates. The few companies that do offer inheritance advances often charge 30-40% or more and operate with little transparency.

Clarity creates a transparent marketplace where heirs can access a portion of their inheritance early, while lenders participate in a secured, asset-backed opportunity with attractive returns.

Two Products for Different Situations

Choose the product that matches where you are in the inheritance process.

Post-Probate

Clarity Advance

For estates already in probate

Court-Verified Documentation

Probate filing provides legal certainty

Up to 10% of Estate Value

Higher limits due to greater certainty

12-16% Annual Rates

Lower rates reflect lower risk

12-24 Month Typical Duration

Aligns with probate timeline

Required Documentation

Death certificate, will/trust, probate court filing, government ID, asset inventory

Pre-Probate

Clarity Secure

Before probate begins

Tri-Party Consent Required

You + estate holder + Clarity verification

Up to 5-8% of Asset Value

More conservative due to uncertainty

15-20% Annual Rates

Higher rates compensate for risk

2-5 Year Typical Duration

Longer timeline, more staged disbursements

Required Documentation

Estate holder consent, beneficiary verification, asset attestation, government IDs (both parties)

Built-In Protections

Both products share the same core structure designed to protect heirs and lenders.

Staged Disbursements

Funds aren't released all at once. Advance: 20% immediately, 80% over 2-4 years. Secure: 15% immediately, 85% over 3-5 years with milestone triggers.

This prevents misuse—no one can "blow it all on a boat"—and aligns disbursements with the timeline.

Escrow Protection

All funds are held in third-party escrow accounts. Disbursements only occur after verification milestones are met.

Neither heir nor lender handles funds directly—escrow ensures transparency and security for everyone.

Non-Recourse Structure

Repayment comes only from the inheritance. If the estate is worth less than expected, the heir isn't personally liable.

This protects heirs from worst-case scenarios and means lenders focus on estate quality, not personal credit.

Clarity Score

Every opportunity is assessed on estate value, documentation quality, timeline estimates, and potential complications.

Scores range 500-850. Higher scores mean lower risk, better rates for heirs, and more confidence for lenders.

Example Scenarios

How each product works in practice.

Advance

$500,000 Advance on $5M Estate

Situation

  • • Father passed away 2 months ago
  • • Estate in probate, expected 18 months
  • • Heir's expected share: $2.5M (50%)
  • • Maximum advance: $500K (10% of estate)
  • • Approved rate: 14% annual

Disbursement

  • • Immediately: $100,000
  • • Quarterly Year 1: $50K × 4 = $200,000
  • • Quarterly Year 2: $50K × 4 = $200,000
  • At 18-month probate close: Heir owes ~$605K
  • Receives remaining ~$1.9M inheritance
Secure

$300,000 Secure on $5M Estate

Situation

  • • Mother is elderly, heir in trust
  • • Mother consents to arrangement
  • • Identifiable assets: $5M
  • • Maximum advance: $300K (6% of assets)
  • • Approved rate: 17% annual

Disbursement

  • • Immediately: $45,000 (15%)
  • • Quarterly Years 1-2: $25K × 8 = $200,000
  • • On probate filing: $55,000 (milestone)
  • At 3-year resolution: Heir owes ~$470K
  • Receives remaining inheritance

For Heirs

Access funds when you need them, with protection built in.

Non-Recourse Protection

Repayment comes only from your inheritance. If the estate is worth less than expected, you're not personally liable for the difference.

No Credit Check

The advance is based on the estate's value, not your personal credit. Your credit score isn't checked or impacted.

Competitive Marketplace

Multiple lenders bid on your advance, driving rates down. You choose the terms that work best for your situation.

Transparent Terms

No hidden fees—just a 2% platform fee. You'll see exactly what you'll receive and what you'll owe under different timeline scenarios.

For Lenders

A new asset class with built-in protections and attractive returns.

Asset-Backed Security

Every advance is secured by verified estate assets worth 10-20x the advance amount. You have a legal claim on the inheritance.

12-20% Annual Returns

Advance opportunities: 12-16%. Secure opportunities: 15-20%. Rates determined by Clarity Score and competitive bidding.

Staged Capital Deployment

You don't deploy all capital upfront. Disbursements are staged over years, reducing risk and allowing you to monitor progress.

Automatic Repayment

When probate concludes, you're paid directly from the estate distribution—before the heir receives their remaining funds.

Have Questions?

Read our FAQ for detailed answers, or get in touch to discuss your situation.