For Estate-Planning Attorneys
We provide the SEO, the traffic, and the AI drafting engine. You provide the stamp of legal approval. Scale your estate-planning practice without hiring a paralegal, renting more office, or chasing leads.
The billable hour is dead for routine wills. The winners will be firms who deliver fixed-fee packages at volume, with AI doing the drafting. That's what we built.
We run the SEO and paid funnels. Qualified families land on your co-branded intake portal ready to plan.
Earn while you sleep. Clients complete wills, trusts, and POAs on your portal — you review, sign, and collect.
No paralegal needed. Our AI engine drafts, structures, and flags issues; you supervise instead of type.
Launch a digital branch in 24 hours for less than a month's office rent. Scale without hiring.
Families who feel overwhelmed by our DIY flow get routed to you — pre-qualified, pre-educated, and ready to sign an engagement letter.
The math
Assumes 10 completed plans/month at $1,800 average package, 70/30 revenue split, $299/mo flat platform fee. Your state, pricing, and volume will vary.
Plan Your Passing is a technology platform, not a law firm. Partner attorneys remain responsible for legal advice, supervision, and bar compliance in their jurisdiction. Every document is reviewed and signed by the supervising attorney before release to the client.
We never practice law. We never advise clients. We never touch the attorney-client relationship. We handle intake, drafting scaffolds, document assembly, client portal, and payment — the stuff a paralegal would do, for a fraction of the cost, at any hour.
Frequently asked
Flat SaaS subscription — $299/month, cancel anytime. You set your own prices, collect payment through your own Stripe account, and keep 100% of what you charge. We never touch your client fees.
No. The platform fee is a fixed technology subscription — the same as paying for Clio, LawPay, or any other practice-management tool. There is no percentage split on legal fees and no sharing of legal fees with a nonlawyer.
You do. We are a technology vendor. We never advise clients, never draft final documents without your review, and never hold ourselves out as a law firm. Every document requires your signature before release.
Your co-branded portal is your advertisement. You are responsible for ensuring it complies with your state's bar advertising rules (e.g., required disclaimers, no misleading claims). We provide a compliant default template and flag common state-specific requirements during onboarding.
Client data is encrypted at rest and in transit. You control access and can export or delete all client records at any time. We never sell, share, or use client data for any purpose other than delivering the service to your firm. Full details are in our BAA and DPA.
You should confirm with your carrier, but most E&O policies cover technology-assisted drafting as long as you review and approve every document — which our platform requires. We recommend notifying your insurer and can provide a platform description letter on request.
Yes. The platform supports state-specific templates and intake rules. You are responsible for practicing only in jurisdictions where you are licensed. Multi-state attorneys can serve clients across all licensed states from a single portal.
I'll walk you through the intake flow, show you how the AI drafts a briefing, and answer any compliance questions for your state. No sales pitch, no follow-up spam.
Email Roger to book a demoOr reply to any introduction from a mutual friend.