Course + Community

The Family Estate Circle

An 8-module course plus a private community of families navigating exactly what you are navigating. Monthly live calls, all the templates, and answers when you need them.

Cancel anytime · Immediate access · No lock-in
What is included

Everything you get

🎓
8-module video course
Self-paced, lifetime access
👥
Private community
Families navigating exactly what you are navigating
📞
Monthly live call
Ask Roger anything — recorded and archived
📋
All templates and scripts
Every resource from the free library, plus member-only content
🗺️
State guide access
Deep-dive guides for all 50 states
⚖️
Attorney directory access
Vetted estate attorneys, pre-filtered by state
Curriculum

The 8-module course

01
Understanding the Estate Landscape

Wills, trusts, probate, intestacy — how they all fit together without the legal jargon.

02
The Documents You Actually Need

What to create, what order to do it in, and what the DIY options really cost you.

03
The House: Every Scenario

Sell, keep, rent, buyout — and the tax implications of each from a licensed realtor.

04
Being an Executor

The complete playbook. What to do, how to protect yourself, and how to stay fair.

05
Family Dynamics and Conflict

Why families fight, what is really underneath it, and how to navigate it.

06
Scripts and Hard Conversations

Word-for-word scripts for every situation — with role-play practice in the community.

07
State-Specific Guidance

Your state's probate process, exemptions, timelines, and what to watch out for.

08
When It Is Finally Done

How to close an estate, how to grieve what comes after, and how to move forward.

Ready to join?

Monthly or annual. Cancel anytime. Immediate access to all 8 modules and the community.