Partner Sales Kit Hub
Done-for-you sales assets for every vertical.
Every Founding Partner gets the complete asset library for their profession — email scripts, social posts, postcards, workshop kits, intake scripts. Plus a one-page compliance summary built for their regulator. Pick your vertical below to preview everything that comes with your subscription.
Every asset on every kit is a public-facing preview. Founding Partners get the editable, brand-customizable version on their portal. Available to Founding Partners and non-partners alike — partners just get the white-label-ready version with their name, photo, and brokerage baked in.
Realtors
Own the inherited-property niche. Your sphere already needs you — they just don't know it yet.
What's in the kit
- ✓3 sphere-reactivation email scripts
- ✓4 social posts (LinkedIn / Facebook / Instagram / X)
- ✓Postcard front + back copy
- ✓5-card listing-appointment talking-points playbook
- ✓90-min Family Estate Readiness Workshop facilitation kit
- ✓Condolence-script with soft offer baked in
Plus a compliance one-pager
Brokerage Compliance One-Pager
10-section summary for your broker. NAR Code Articles 12, 13, 16. RESPA analysis. State advertising rules. Signature block.
Designed to print to a single 8.5×11 sheet. Hand directly to your compliance reviewer.
Financial Advisors
Keep AUM through the death event. The family-meeting framework that lifts generational retention from 30% to 70%.
What's in the kit
- ✓3 client-introduction email scripts (review / why-now / kids-invite)
- ✓4 LinkedIn / social posts
- ✓HNW client-base postcard
- ✓Family Meeting facilitation guide (90-min structured agenda)
- ✓Workshop format for client + prospect events
- ✓CPA + Estate Attorney referral nurture sequences
Plus a compliance one-pager
RIA / BD Compliance One-Pager
FINRA Rule 2210, SEC Marketing Rule 206(4)-1, books-and-records, Form ADV/CRS coordination, CCO sign-off block.
Designed to print to a single 8.5×11 sheet. Hand directly to your compliance reviewer.
Estate Attorneys
Modernize your client experience. Co-branded intake portal + bar-compliant marketing for the highest-friction practice area.
What's in the kit
- ✓3 client onboarding email scripts (welcome / prep / post-execution)
- ✓4 bar-advertising-compliant social posts
- ✓CLE-eligible 2-hour Family Estate Readiness Workshop format
- ✓Quarterly check-in templates for CPA + advisor referral sources
- ✓20-minute free-consult intake script
Plus a compliance one-pager
Bar Compliance One-Pager
ABA Model Rule 5.4 (no fee-sharing) analysis, Rules 5.3 / 7.1 / 7.2 / 7.3, UPL, Rule 1.6 confidentiality, Rule 1.15 trust accounts.
Designed to print to a single 8.5×11 sheet. Hand directly to your compliance reviewer.
CPAs & Tax Pros
Own the estate-year engagement. 3–5x normal tax work the family didn't know to hire for until April.
What's in the kit
- ✓3 client email scripts (pre-season / mid-year / post-event)
- ✓3 LinkedIn / Facebook / X posts
- ✓Pre-death planning engagement proposal email ($2,200 flat fee)
- ✓CE-eligible 2-hour Estate-Year Tax Workshop format
- ✓Step-up basis client documentation worksheet
Plus a compliance one-pager
Circular 230 Compliance One-Pager
Circular 230 §10.30 advertising, AICPA Code §1.600, state CPA board rules, scope of practice for EAs/CTECs/AFSPs, §7216 confidentiality.
Designed to print to a single 8.5×11 sheet. Hand directly to your compliance reviewer.
What changes when you become a Founding Partner
These pages are the preview. Your version has your name on every line.
The kits you see on this site are general-purpose templates with bracketed fields: [Your Name], [Brokerage], [Phone], [yourname.planyourpassing.org], and so on. Anyone can read them, learn from them, and copy them.
When you become a Founding Partner, three things happen within 24 hours:
- Your co-branded subdomain goes live with your logo, photo, license number, brokerage / firm name, contact details, and brand colors.
- A customized version of every asset above is added to your partner portal — with the bracketed fields already filled in with your information. Copy, paste, send.
- You get the editable source files (rich text, slide deck .key/.pptx, postcard .ai/.pdf) so you can adjust language without breaking the brand or losing the compliance language.
Plus: the workshop facilitation kit comes with your name on the slide deck, the participant handout, and the post- workshop follow-up emails. The compliance one-pager is co-branded and links to a longer agreement you can hand directly to your broker / CCO / state bar.
First {50} partners only · 90-day refund + keep-all-assets guarantee