Estate planning that keeps the family together.
Scripts for the hard conversations. Checklists for the chaos. 50-state guides for the law.
Written by a 15-year licensed realtor — not a lawyer. That's the point.
↓ Or just ask the AI ↓
Ask me anything about estate planning. I'm trained on Roger's whole library — scripts, state guides, blog posts, the Family Guide. Tap a prompt or type your own.
Educational only · Not legal/financial/tax advice · Composite examples
Three AI tools, zero attorney hours
The AI did the prep work. Now you can have the conversation.
Each tool is trained on the full Plan Your Passing content library. Free. No signup. Try one now.
Practice
Conversation Coach
Pick a persona — resistant dad, anxious mom, estranged sibling, more. Practice the actual conversation. AI plays them realistically. End the session, get coaching feedback on what worked.
Start practicing →
Generate
Custom Script Generator
Describe your family in plain English. AI writes a paste-able conversation script tailored to your exact situation. 20 seconds. Includes the opening line, likely branches, follow-ups.
Generate a script →
Review
AI Document Reviewer
Paste your will, trust, POA, or healthcare directive. AI flags missing executor designations, outdated names, vague language. Returns a punch list of questions for your attorney.
Review a document →
Educational tools — not legal, financial, tax, or medical advice. Composite framing. For binding answers, consult a licensed professional in your state.
Free 5-minute quiz
How prepared is your family, really?
20 questions across 6 pillars (documents, conversations, assets, tax, professionals, digital legacy). 5 minutes. Personalized 0–100 score + focused action plan for your weakest areas. Free. No signup needed to see your score.
Most adults score between 20–60. The action plan is the actual value.
Two faces of the same problem
Whether you're the parent or the kid — this was built for you.
Same problem from two sides — the parent who wants to protect the family, and the adult child navigating the aftermath.
“I want to make sure my kids don't fight over this.”
You've built something worth protecting. Our planning-ahead system gives you conversation scripts, document checklists, family meeting kits, and state-specific guidance — so your legacy is a gift, not a grenade.
Start here — the family playbook“Mom just died and I have no idea what to do.”
The 72-hour guide. The executor playbook. The sibling conflict scripts. The inherited-property decision tree. We walk you through every scenario — from the funeral home to the final closing.
Start here — the first 72 hoursPlatform, not a pamphlet
The forms close the legal loop.We close the family loop.
Plan Your Passing is the platform around the paperwork. Content for families. Tools for professionals. Revenue for affiliates. A system that grows with you.
Founding 10,000 Members
Free during our launch.
We capped it at 10,000 founding members. Permanent free access. Every family who joins helps us prove this category exists. Join the launch.
Built for professionals who serve families
Your clients already need this.Now you can sell it.
Every professional who touches families during estate transitions is sitting on an untapped revenue stream. We built the product. You bring the clients.
The math works
Recurring revenue.Infinite market. Zero inventory.
Four revenue streams
Digital + Amazon. 50% affiliate commission.
8-module course + monthly calls. 30% recurring commission.
Your brand, our content. For advisors and coaches.
Family estate readiness workshops. You keep it all.
Scale via affiliates
These are conservative estimates. Top affiliates sell 10+/month. Content updates and support keep subscribers renewing.
Start free. Upgrade when the revenue proves it.
For families in the thick of it
What's your situation right now?
Choose your scenario and get a custom roadmap — scripts, resources, and next steps built for exactly where you are.
Three ways in
Start free. Go deep when you're ready.
Resource Library
Hundreds of free guides
Guides, scripts, state pages, checklists, and scenario walkthroughs. No signup required.
The Family Guide
24 chapters, every angle
From 'The conversation you've been avoiding' to 'You made it.' PDF + Amazon. The complete playbook.
Family Estate Circle
Course + community + tools
8-module course, monthly calls, ask-anything access, affiliate tools, and families who get it.
Your guide
Roger Daniel Grubb
I have been in the room when families fall apart over real estate. I have watched siblings stop speaking over a kitchen table. After 15 years as a licensed realtor and real estate investor, I built the system I wish every one of those families had — and the business model that lets professionals like you bring it to them.
“Lawyers tell you what is legal. I tell you what actually works. And then I show you how to build a business doing it.”
Free resource
Start with the checklist
Download the free Family Estate Readiness Checklist — 47 things to do, say, find, and decide.
No spam. One email with the checklist, then occasional updates.
Plan Your Passing is not a law firm. The content on this website is provided for general educational and informational purposes only and does not constitute legal, financial, tax, medical, or professional advice of any kind. Nothing on this site creates an attorney-client relationship.
Estate, probate, tax, and inheritance laws differ significantly by country, state, province, county, and individual circumstance, and they change over time. You are solely responsible for confirming the laws that apply to you and your family before making any decision based on this site. The author of this site is a licensed real estate professional, not an attorney, CPA, or financial advisor.
Always consult a licensed attorney in your jurisdiction before executing wills, trusts, beneficiary changes, real estate transfers, gifts, or end-of-life directives. AI-generated and template-based outputs from this site are starting drafts only and must be reviewed by qualified counsel before being signed, witnessed, or notarized.
Use of this site does not guarantee any particular outcome. The author, operators, and affiliates of Plan Your Passing disclaim all liability, to the fullest extent permitted by law, for actions taken or not taken based on the content of this website. By using this site you accept these terms.