Educational content only. Not legal, financial, tax, or medical advice. Plan Your Passing is not a law firm and no attorney-client relationship is created here. Estate, probate, tax, and inheritance laws differ by country, state, and county. You are responsible for confirming what applies to you. Always consult a licensed attorney in your jurisdiction before acting on anything you read or generate on this site.
The model, in plain English
Why this is free for families.
The short answer: families never pay to figure out grief. Professionals pay to serve families well. Both groups get more value than they pay for. That's the whole model.
The premise
Nobody else built the family-side resource.
Search “estate planning” and you'll find thousands of law-firm pages telling you to call them. Search “what do I do when my mom dies” and you'll find almost nothing useful — a few generic post-death checklists, mostly from funeral homes trying to sell pre-need.
The whole family-side of estate planning — the conversation with your parents, the sibling fight you're trying to prevent, the first 72 hours, the inherited-house decision tree, the digital-asset plan — was unserved.
Roger has been a licensed California realtor for fifteen years. He's been in the room for hundreds of estate settlements. He'd watch families struggle through the exact same conversations — without scripts, without a playbook — and lose relationships over assets they didn't even care about.
He built Plan Your Passing because that resource had to exist. He gave it away because charging the family for it would defeat the point.
Free, forever, for families
Everything in this list stays free.
No paywall. No “3 articles per month.” No drip that ends with “upgrade to keep reading.” Just real content built by someone who has been in the room.
The promise
Founding Members — anyone who signs up during our launch — get this list free for life. Future free tiers may have minor caps (like “5 AI document reviews per month”) for new signups after we hit 10,000 Founding Members. The first 10,000 are locked in.
Paid, optional, honest
What we do charge for.
These are the products and services that pay for the free content. Everything is optional — none of the free content is gated behind any paid tier.
The Book — Plan Your Passing: The Family Guide
$19.99 (Founding-Member rate)The full ~300-page PDF that ties it all together. Searchable. Includes audio version (M4B, ~9 hours). One-time purchase. Lifetime access.
The Family Estate Circle (community)
$47/mo (first 50 Founding Members lock that rate for life)Private community, monthly live Q&A with Roger, the full 8-module course with workbooks, vetted professional referrals where Roger has direct relationships.
Group workshops
$500 / $1,200 / $2,000 by formatBookable workshop facilitation for community groups, churches, real estate offices, financial advisor teams. Roger or a trained facilitator runs it.
Partner / White-label program
$97/mo per professional (Founding rate)For estate attorneys, realtors, financial advisors, CPAs. They get a co-branded subdomain of the platform plus sales kits, social posts, workshop materials. They serve their clients with the same content families get free.
The math
How this is sustainable.
For every 10,000 free families using the site, a handful become buyers — the $19.99 book covers their cost. A smaller handful join the community. A handful of professionals serving the same kind of families subscribe to the partner program. That's enough.
The bet is that the highest-leverage move in this industry is making the family layer free. Once families have the resource they need, the professionals who serve them — estate attorneys, CPAs, advisors, realtors — actually want to be associated with Plan Your Passing. They pay for the connection. Families never pay for the connection.
The economics work because aligned-incentive businesses always do, eventually. Trust monetizes for decades. Ad revenue monetizes for months.
“The legal industry built tools for documents. We build the system around the documents: the conversation, the scenarios, the playbook for the day it actually happens.”
— Roger Daniel Grubb
Founder, Plan Your Passing. Licensed California Realtor since 2010. Not a lawyer. That's the point.
Now — back to actually using it.
Questions about the model, partnerships, press, or anything else? Email Roger directly — replies within 48 hours.