The Plan Your Passing Launch
Free for our first 10,000 founding members.
The $84 trillion wealth transfer is happening right now. Most families are not ready for the conversations, the documents, or the math. We built the platform every family needs. We are giving it away during launch.
Source: Cerulli Associates, U.S. High-Net-Worth and Ultra-High-Net-Worth Markets, 2022 report. Projected through 2045.
No credit card. No catch. Founding member status preserved for life.
Free for founding members
Everything that costs $47/month after launch
No tier games. No gated upsells in your face. The full platform, free, for the first 10,000 families who join.
The full 8-module course
Self-paced, lifetime access. From the conversation you have been avoiding to the day it is all finally done.
All 50 state guides
Probate timelines, exemptions, document requirements, and watch-out lists for every US state.
All 8 family scenario walkthroughs
Parent died. Sibling conflict. Inherited real estate. Blended family. No will. The playbook for each.
47-Point Family Estate Readiness Checklist
The complete checklist as a printable PDF and an interactive web tool. Save your progress as you go.
Monthly group office hours
Roger answers questions live every month. Recorded and archived for members who cannot attend.
Private member community
Families navigating exactly what you are. Anonymized, moderated, and trauma-informed.
Permanent founding member badge
Status preserved forever. When we introduce a paid tier later, founding members get permanent access at no cost.
Early access to new features
AI briefing tool, executor concierge, attorney matchmaking. Founding members get them first.
Join the launch
Claim your founding spot
Email is all we need. We will send your founding-member welcome and account access immediately.
We do not sell your data. We do not spam. Unsubscribe anytime.
Honest answers
Launch FAQ
What is the catch?
There is none. We are giving the platform away during our launch to build a community of families using the system. We are not selling your data. We are not running ads. We are not gating real value behind upsells. Founding members keep full free access for life.
Why are you doing this?
Because the family-side platform that we built does not exist anywhere else, and the only way to prove that is to put it in front of as many families as possible. The economics of the business work without charging for community access. Our revenue comes from B2B partnerships, white-label licenses, professional workshops, and an affiliate program. None of that requires a paywall on the consumer product.
What happens after the first 10,000 members?
We will introduce a paid tier on top of the free experience. New members at that point will pay. Founding members keep their free access permanently. The paid tier will add features like weekly live calls, advisor matchmaking, executor concierge, and document templates that go beyond the core community.
How long is launch?
Until we hit 10,000 founding members or 90 days, whichever comes first. We started counting on 2026-05-05.
Is this just an email list?
No. You get a real account, the full course, the community, the office hours, and everything we keep building. The email is how we welcome you and how we tell you when new content drops. Unsubscribe anytime, your account stays.
10,000 spots. No gimmicks.
The most important conversation you will ever have with your family is also the one most families never get a script for. We wrote the script. It is yours.