Founding 10,000 Members
The Family Estate Circle. Free during our launch.
An 8-module course plus a private community of families navigating exactly what you are. Monthly live calls. All the templates. Free for the first 10,000 founding members. Permanent founding-member status preserved for life.
No credit card. No catch. Founding member status is permanent.
What's included
Everything you get
8-module video course
Self-paced, lifetime access
Private community
Families navigating exactly what you are
Monthly live call
Ask Roger anything — recorded and archived
All templates and scripts
Free library plus member-only content
State guide access
Deep-dive guides for all 50 states
Attorney directory
Vetted estate attorneys, pre-filtered by state
Curriculum
The 8-module course
Understanding the Estate Landscape
Wills, trusts, probate, intestacy — how they all fit together without the legal jargon.
The Documents You Actually Need
What to create, what order to do it in, and what the DIY options really cost you.
The House: Every Scenario
Sell, keep, rent, buyout — and the tax implications of each from a licensed realtor.
Being an Executor
The complete playbook. What to do, how to protect yourself, and how to stay fair.
Family Dynamics and Conflict
Why families fight, what is really underneath it, and how to navigate it.
Scripts and Hard Conversations
Word-for-word scripts for every situation — with role-play practice in the community.
State-Specific Guidance
Your state's probate process, exemptions, timelines, and what to watch out for.
When It Is Finally Done
How to close an estate, how to grieve what comes after, and how to move forward.
Ready to join?
Free for the first 10,000 founding members. Claim your spot in under a minute. No credit card required.
Already a paid member, or want to lock in lifetime access?
Plan Your Passing is not a law firm. The information on this site is for general educational purposes only and does not constitute legal, financial, tax, medical, or professional advice. No attorney-client relationship is created by reading this site or using any tool on it. Estate, probate, tax, and inheritance laws differ 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. Always consult a licensed attorney in your jurisdiction before making any legal, financial, or tax decision regarding wills, trusts, beneficiaries, probate, real estate transfers, gifts, or end-of-life directives. The author, operators, and affiliates of this site disclaim all liability for actions taken or not taken based on its contents.