For Financial Advisors, Planners & Wealth Managers
Industry data: 70% of heirs fire their parents' advisor within a year. Not because of returns — because the advisor never met them. Become the advisor who handles the family meeting, not the one who lost the AUM.
Co-branded estate-planning awareness for your practice. Family meeting frameworks. Workshop kits. Vetted attorney routing. You stay in your lane — and stay in the conversation.
You already know the client. You already know the assets. What you're usually missing is a relationship with the kids — and the framework to build one without making it awkward.
Industry data: 70% of inheritors fire their parents' advisor within a year. The ones who keep them? The advisors who showed up for the family — not just the spreadsheet. This is how you show up.
Bringing kids into the planning conversation is the single highest-leverage retention move you can make. Most advisors won't initiate it. The ones who do — using our family meeting framework — close 40% more multi-gen accounts.
You become the trusted advisor for the human side of money. Scripts for talking about death without it being weird. Frameworks for sibling conversations. Resources you hand off — clearly not legal or tax advice — that make you the steady hand.
Every page on the platform is explicit: 'Not legal advice. Consult an attorney.' Your branded portal directs estate work to local attorneys you trust. You stay in your lane. You also stay in the conversation.
Run a Family Estate Readiness Workshop for clients and prospects. We provide the slide deck, the facilitation kit, and the post-workshop email sequence. Many states approve estate-planning continuing-education credit for the advisor facilitator.
The math
Assumes 200-household book, 40% of households 60+, $1.2M average AUM, 1% advisory fee, baseline 30% generational retention vs. 70% with family-meeting touchpoint (Cerulli, Hartford Funds research, and PWC inheritor surveys). Compounds annually as additional client cohorts age in. Recovers Founding rate in the first death event.
Founding Advisor Tier
After 10 partners, the rate steps to the standard $297/mo. Founding Advisors keep $97/mo forever, get first-pass on local estate-attorney referral matches, direct access to Roger for compliance walkthrough, and case-study spotlight if you want it.
Plan Your Passing is not a law firm, not a tax advisor, and not an investment advisor. Every page carries explicit disclaimers. We never give legal, tax, or investment advice. We never custody assets. We never collect securities-related personal data.
Your branded portal is education and family-conversation infrastructure. The advisory relationship — and the regulatory obligations that come with it — remain entirely with you.
Frequently asked
The platform is explicit on every page: not legal, tax, or investment advice. Your branded portal is education and trust-building infrastructure, not financial product distribution. We provide a compliance one-pager you can hand your CCO. Most RIAs have approved it without modification under marketing-collateral rules.
We've been through compliance reviews at multiple independent broker-dealers and RIAs. Approval typically takes 2 weeks. We provide the language, the supervisory framework documentation, and a sample disclaimer that meets FINRA Rule 2210 and SEC Marketing Rule requirements.
No — it strengthens them. The platform routes families to local attorneys for actual document work. You become the advisor who brought them a clear, calm framework. Estate attorneys often become referrers to your practice in return.
A 60-90 minute structured conversation between you, the client, and the adult children. We provide the agenda, the conversation starters, the difficult-topic scripts, and the follow-up resources. The goal is alignment, not a financial review. Many advisors run these annually as part of the client value proposition.
Yes. Many partner advisors include access to the platform's tools and workshops as part of their planning engagement, sometimes as a differentiator at the prospect stage. The Founding Partner $97/mo flat rate makes the unit economics work even at modest client counts.
They can use the will/POA/advance directive generators free — same as any visitor. The output is starting-draft only, with explicit 'consult an attorney before signing' language on every document. Your role stays the same: trusted financial advisor who connected them to good resources.
I'll show you a live advisor subdomain, walk through the family-meeting framework, and answer any compliance questions for your firm. We can also loop in your compliance officer for a second call if helpful.
Email Roger to book a demoOr join the affiliate program first to test the audience: /affiliates.