Workshops
Live and virtual estate-readiness workshops for families, advisors, and organizations.
Five workshop formats. Facilitate yourself with our complete kit or have Roger run it. Pricing from $500 to $2,000. Custom and white-label workshops available for larger engagements.
Most-asked-for: The Inherited House Workshop for real estate brokerages and the Family Estate Readiness Workshop for multi-generational households.
Workshop formats
Five formats for five audiences
The conversation most families never have, run as a guided session. Covers the eight documents every adult needs, the script for the conversation with mom or dad, and the executor playbook. Live or virtual. We facilitate or you facilitate with our complete kit.
See the full facilitation kitBuilt for real estate professionals who want to specialize in inherited property. Covers sell vs keep vs rent vs buyout, sibling negotiation scripts, tax implications, and the most common avoidable mistakes. Approved for continuing education credit in select states (verify locally).
See the full facilitation kitFor caregivers and the families of people receiving care. Covers advance directives, healthcare power of attorney, hospice timing, and the conversations to have before they cannot be had. Sensitive and trauma-informed.
See the full facilitation kitHow to deepen client relationships through estate-planning conversations without giving legal advice. Scripts, frameworks, and the warm-handoff process to attorneys. CE credit available in select states.
See the full facilitation kitBranded for your organization. We adapt content, swap in your case studies and brand assets, and deliver as a one-off or recurring program. Often paired with a white-label license for ongoing access to materials.
See the full facilitation kitWhat is included
Everything you need to run it
FAQ
Workshop questions
Do you facilitate or do we?
Both options. Roger facilitates select workshops in-person and via Zoom. For most events, partner organizations facilitate using our complete kit. We train your facilitator over a 30-minute call.
What does pricing include?
The pricing covers materials license for the event, the facilitation guide, the participant workbook, and email sequences. If we facilitate, that fee is separate (typically $500 to $1,500 depending on duration and audience size). Workshops booked alongside a white-label license get a discount.
Can we record and reuse the workshop?
Yes for organizational use. Recordings can be made available to your members, employees, or community. Public republication or commercial resale of the recording requires a separate content license.
How do we book?
Use the calendar link below or email roger@planyourpassing.org. We confirm availability, format, and pricing within 48 hours.
Book your workshop
Choose a format. Pick a date. We confirm availability and pricing within 48 hours.
Plan Your Passing is not a law firm. The information on this site is for general educational purposes only and does not constitute legal, financial, tax, medical, or professional advice. No attorney-client relationship is created by reading this site or using any tool on it. Estate, probate, tax, and inheritance laws differ by country, state, province, county, and individual circumstance, and they change over time. You are solely responsible for confirming the laws that apply to you. Always consult a licensed attorney in your jurisdiction before making any legal, financial, or tax decision regarding wills, trusts, beneficiaries, probate, real estate transfers, gifts, or end-of-life directives. The author, operators, and affiliates of this site disclaim all liability for actions taken or not taken based on its contents.