Why MoneyBaton Exists
Because every family deserves to be prepared — and preparation shouldn't require a law degree to understand.
The Moment
[Founder story placeholder — the personal moment that made estate planning real. Perhaps it was a family member passing without a plan, or the shock of sitting in an attorney's office realizing how unprepared the family was. This should be authentic, warm, and relatable.]
That moment is why MoneyBaton exists. Not because everyone needs to become an estate planning expert — but because every family deserves to walk into that attorney's office feeling confident instead of confused.
Our Mission
We believe every family deserves to be prepared. Estate planning shouldn't require a law degree to understand. MoneyBaton exists to bridge the gap between “I know I should do this” and “I'm ready to meet with an attorney.”
What We Are
- Educators who make estate planning approachable
- Organizers who help you gather what matters
- The prep work before the professional
What We Are Not
- Attorneys or a law firm
- Financial advisors or tax professionals
- A replacement for professional counsel
The Team
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Team Member 2
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Educational Resource: MoneyBaton is an educational resource, not a law firm. Nothing here constitutes legal advice. Always consult a qualified attorney for your specific situation.