Roger Daniel Grubb · Founder
15-year licensed realtor. 21 years sponsoring people through hard conversations. Not a lawyer — that's the point.
Add a real income stream to your practice
Estate planning is the niche your sphere already needs.
Co-branded portal. Done-for-you sales scripts. 30-day launch playbook. 90-day refund + keep-all-assets guarantee. Pick your profession below — we'll show you the math and the path in under 60 seconds.
Founding Partner spots: 3 of 50 filled
$97/mo locked for life · After 50 partners, the rate steps to $297/mo
47 spots remaining
Subdomain provisioned within 24 hours of signup. Cancel anytime. 90-day refund + keep-all-assets guarantee.
Or preview your subdomain in 30 seconds — type your name, upload a photo →
Subdomain Preview Tool
Type your name. See your portal.
This is the platform with your branding on it. Fill the form, upload your headshot, pick your brand color — the preview on the right updates instantly. No data is saved or sent anywhere until you click “Book a demo.”
Step 1 — Your information
Stays on your device. Never uploaded.
#1F3A5FStep 2 — Like what you see?
Send this preview to Roger & book a demoPre-fills an email to Roger with your preview details so the demo call starts where you left off. No data is saved on our servers — your photo stays on your device.
Live preview
REALTOR® · 15 Years Licensed
[Your Name]
[City, ST] · (555) 555-5555
Inherited a family home? You're not alone.
Sell, keep, rent, or buy out a sibling — the decision tree, the tax math, and the conversation scripts. From someone who's been in the room.
Pick your situation
Someone just died
First 72 hours guide
Planning ahead
Family conversation scripts
Inherited a house
Sell / keep / rent / buyout math
Sibling conflict
De-escalation scripts
The real subdomain has the full 80+ page library, document builders, 50-state guides, AI Q&A assistant, and the audio version of the book. This preview shows the branding wrapper only.
Composite Partner Spotlight
“Sarah” — realtor in Tampa, FL
Sarah is a composite — built from conversations with multiple early partners across Florida, Texas, and Northern California. The numbers below are honest representations of what they shared, not a single individual's results.
Starting point: 280-contact sphere. Solo agent. Eight years licensed. No inherited-property listings in the prior 18 months — said they'd “always meant to” specialize but kept losing those listings to a competitor across town.
First 30 days: Subdomain live on Day 1. Three sphere-reactivation emails sent over the first two weeks. Eleven inbound conversations by Day 14 — three of them families dealing with a recent loss. Workshop on Day 21, 14 attendees, 4 booked 1:1 follow-ups.
Days 31–90: First inherited listing closed at Day 47 (~$12K commission). Second listed Day 71. Third referred by an estate attorney who had seen the workshop deck. ~$36K total commissions in the first 90 days vs $291 in platform fees ($97 × 3 months).
What she said afterward: “The portal didn't do anything magic. It made me the obvious choice in a conversation that was going to happen anyway. The script for the second email is what actually moved the needle — I just hadn't known how to start that conversation before.”
Composite disclosure: “Sarah” is not a single individual. The narrative blends details from several early-partner conversations to illustrate a realistic first-90-days path. Your actual results will differ — see the full earnings disclaimer.
Calculator
What would a partnership be worth to your practice?
Pick your profession. Move the sliders. The math uses the same assumptions on each vertical page — so the number you see here matches what we publish elsewhere.
Inherited-property niche — listings called by name, not won on commission shaving.
Past clients + warm referrals you'd still send a holiday card to. Most solo agents have 200–500.
Your side, after split. National median is around $11K. Coastal markets run $18K–$30K.
Across pilot partners, ~35% of warmed-up inherited leads close with the referring agent.
Estimated annual revenue from the niche
Assumptions: 300-contact sphere · ~2.5% annual mortality (60+) · 40% inherited-property trigger · 35% close rate · $11,000 avg commission
Not a guarantee. These projections are hypothetical illustrations only. Actual results depend on your market, your effort, your skill, your existing client base, your local laws, and many factors outside our control. Most people who buy a business-opportunity product earn less than the projections in the marketing materials. Read the full earnings disclaimer.
Built for professionals who serve families
Pick the pitch for your profession
Each vertical has its own dedicated landing page with the math, the 30-day launch playbook, compliance notes for your regulator, and a vertical-specific FAQ.
Realtors
Inherited-property niche. Sphere-reactivation scripts, workshop kit, 30-day playbook.
Financial Advisors
Family-meeting framework. Generational retention. RIA/BD compliance template.
Estate Attorneys
ABA Rule 5.4 compliant flat SaaS. AI drafting. You supervise. No fee-sharing.
CPAs & Tax Pros
Final 1040 + Form 706 + 1041. Step-up basis tools. CE-eligible workshop.
Coaches & Consultants
High-ticket Family Estate Readiness Workshop. Done-for-you facilitation kit.
Entrepreneurs
Launch your own estate-readiness business on our infrastructure. Affiliate + white-label tools.
The 30-day launch playbook
You can be selling by Friday.
The playbook is identical regardless of your profession — we just swap the email scripts and workshop content for your vertical. Built and tested with the founding-partner cohort.
Your subdomain is provisioned (yourname.planyourpassing.org). Logo, photo, brand colors, contact details all live. You can already share the link.
We hand off the three sphere-reactivation email scripts. You send the first one to your database. Inbound conversations start landing in your inbox.
Workshop facilitation kit is in your hands. You announce an open enrollment to your sphere. Slide deck, speaker notes, registration page — all branded to you.
First inbound conversation lands. You walk them through the executor playbook on your portal. The listing/engagement conversation comes up naturally, not as a pitch.
Workshop happens. 8–20 attendees. ~30% schedule a 1:1 follow-up. You're now the local specialist by reputation in your sphere.
First closing or paid engagement. Often the family that joined the workshop in week 3. Sometimes a referral from an attorney who saw your portal. Always faster than buying cold leads.
Preview what's in the kit
See every sales asset before you sign up.
Realtor, advisor, attorney, and tax-pro kits are all public previews — read every email script, every social post, every workshop slide, every compliance one-pager. When you sign up, the version on your portal has your name baked into every bracket.
Open the sales-kit libraryPricing
One simple offer.
No setup fee. No annual commitment. No add-on tiers. Just one monthly subscription with everything included.
Founding Partner Rate — locked for life
After 50 founding partners, the rate steps to $297 standard.
- ✓Co-branded subdomain (yourname.planyourpassing.org)
- ✓Your logo, photo, brand colors, contact details
- ✓Full library — 80+ guides, scripts, scenarios, 50-state summaries
- ✓12 free tools (will builder, calculators, estate inventory, etc.)
- ✓Done-for-you sales kit (sphere emails, social posts, postcards)
- ✓Workshop facilitation kit (slides, speaker notes, registration page)
- ✓Vetted attorney + CPA referral routing for your clients
- ✓Direct phone line to Roger for first 90 days
- ✓25-mile market exclusivity in your primary vertical
- ✓90-day refund + keep-all-assets guarantee (below)
Reply within 24 hours. No high-pressure sales pitch.
Enterprise / multi-seat? Brokerages, RIA firms, accounting firms, senior-living networks, and content syndication arrangements are priced separately. Email Roger with team size and a short description and we'll send a custom proposal within 48 hours.
If you don't get one qualified inbound conversation in 90 days, we refund every dollar.
And you keep every asset we sent you — the subdomain template, the sales scripts, the workshop facilitation kit, the email sequences, the social-post templates, the postcard designs. All of it. Forever.
We can offer this because we know what the math looks like when you actually use the system. The partners who follow the 30-day playbook get inbound conversations inside 14 days, every time we've watched it happen. If you're the rare case where it doesn't — your money back, no questions, you keep the assets. One claim per partner. See the full refund policy.
Frequently asked
What partners ask before signing up
How long until my portal is live?
Day 1. We provision your subdomain (yourname.planyourpassing.org) with your logo, headshot, brand colors, and contact details within 24 hours of signup. You can share the link the same day. The full 30-day launch playbook is below.
Do I need any tech skills?
No. We do every technical step. You give us your logo, headshot, brand colors, contact info, and a 2-sentence bio. We handle subdomain provisioning, DNS, content updates, and security. If something needs to change later, you email us and we change it.
What does my brokerage / compliance team need to see?
We provide a Compliance One-Pager for your broker, BD, RIA CCO, or state bar. It explains exactly what the platform is (marketing infrastructure + education content), what it is not (legal/tax/financial advice), and the supervisory framework. Most realtors and advisors get internal approval in under 2 weeks. We'll join the compliance call if helpful — no charge.
Can I cancel anytime?
Yes. No annual commitment. Cancel monthly with one email. We also offer a 90-day refund + keep-all-assets guarantee on white-label subscriptions (see the guarantee section above). If you cancel after the 90-day window, future billing stops and your subdomain is decommissioned within 30 days.
Will Roger personally help me launch?
Yes for Founding Partners (first 50). You get a direct phone line to Roger for the first 90 days — onboarding call, launch-week check-in, and one workshop dry-run. After 50 Founding Partners, this becomes a paid concierge add-on. Roger's stated philosophy: he wants the first 50 partners to be unambiguously successful. He has the time. He plans to keep it that way for a while.
What does a client actually see on my subdomain?
They see your branding (your logo, headshot, name, photo, contact info) layered over the full Plan Your Passing platform — 80+ guides, scripts, scenarios, 50-state legal summaries, document builders, the AI Q&A tool, the book content, everything. Your contact info is the only point of contact shown. The Plan Your Passing back-end is invisible to your clients except for a small 'Powered by Plan Your Passing' footer disclosure required by the FTC Endorsement Guides.
What if I don't see results in the first 90 days?
Full refund of every dollar you've paid in platform fees AND you keep every asset we sent you — the subdomain template, the sales scripts, the workshop facilitation kit, the email sequences, the social-post templates, the postcard designs. One claim per partner. We mean it: read the guarantee section above.
Will you partner with my competitor?
Not in the same metro market during your active subscription. Founding Partners get a 25-mile market exclusivity in their primary vertical (realtor / advisor / attorney / tax pro). After your subscription ends, the territory opens up. Multi-state pros: exclusivity is granted per state, additional states are $50/mo each.
I run a brokerage / multi-advisor firm / enterprise — does this scale to my whole team?
Yes. Multi-seat licenses for brokerages, RIA firms, accounting firms, and senior-living networks are priced separately. Email Roger with team size and a short description and we'll send a custom proposal within 48 hours. See the enterprise note in the pricing section.
What about content ownership and exclusivity?
You license the content non-exclusively while you're subscribed. Your customizations and brand assets stay yours forever — even after you cancel, you keep your branded sales scripts, your workshop deck, your postcards, your client emails. The underlying Plan Your Passing editorial stays ours and is continuously updated for as long as you're subscribed.
Roger Daniel Grubb · Founder
5740 Everwood Court · San Pablo, CA 94806
Next step — a 20-minute demo.
I'll walk you through a live partner subdomain, show you the 30-day launch playbook for your profession, and answer any compliance questions for your state or firm. No sales pitch. Just whether this fits your business.
Email Roger to book a demoReply within 24 hours · No follow-up spam · Confidential