Disclaimer

Last updated: April 2026

We Are Not Attorneys

MoneyBaton is not a law firm and does not practice law. The information provided through our website, the MoneyBaton Playbook, and any other products or services is for general educational and organizational purposes only.

No Attorney-Client Relationship

Use of this site, purchase of our products, or consumption of our content does not create an attorney-client relationship between you and MoneyBaton or any of its team members.

Every Situation Is Unique

Every family's financial and legal situation is unique. The general information and organizational tools we provide may not be applicable to your specific circumstances. Always consult qualified professionals — including attorneys, financial advisors, and tax professionals — for advice specific to your situation.

State-Specific Laws Vary

Estate planning laws vary significantly from state to state. The MoneyBaton Playbook and our educational content provide general organizational guidance that is not tailored to any specific jurisdiction. Your attorney will help you navigate the laws applicable to your situation.

Limitation of Liability

MoneyBaton is not responsible for any decisions made or actions taken based on the information provided through our website, products, or services. You acknowledge that any reliance on such information is at your own risk.

Our Purpose

Our mission is to help families get organized and feel prepared before meeting with qualified professionals. We believe preparation saves time, money, and stress — but preparation is not a substitute for professional counsel.