Pass the Baton With Confidence
Estate planning doesn't have to be overwhelming. MoneyBaton helps your family get organized, gain clarity, and walk into an attorney's office fully prepared — saving you time, money, and stress.
Most Families Walk Into an Attorney's Office Unprepared
You don't know what you don't know
Most people don't realize what estate planning actually covers — or how many decisions need to be made before meeting an attorney.
Attorney hours add up fast
Every question you can't answer in the room costs money. Families spend thousands on billable hours that preparation could eliminate.
The conversation never happens
Families avoid estate planning because it feels too complex, too morbid, or too overwhelming. So they put it off — sometimes until it's too late.
MoneyBaton changes that.
Three Steps to Passing the Baton
Learn
Watch our free videos and read our guides to understand what estate planning actually involves.
Organize
Use the MoneyBaton Playbook to gather everything your family and attorney need in one place.
Meet
Walk into your attorney's office prepared, saving hours of billable time and eliminating confusion.
Start Here
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The MoneyBaton
Playbook
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The MoneyBaton Playbook
Everything your family needs — organized, clear, and ready. The MoneyBaton Playbook walks you through every aspect of estate planning preparation, from asset inventories to beneficiary designations to the conversations that matter most.
- Complete asset & account inventory worksheets
- Beneficiary designation tracker
- Insurance policy organizer
- Digital asset & password guide
- Family conversation guides
- Attorney meeting preparation checklist
- Document location tracker
Families Who've Passed the Baton
“We walked into our attorney meeting with everything organized. She said we were the most prepared clients she'd ever had. The Playbook paid for itself ten times over.
“I'd been putting this off for five years. MoneyBaton made it feel approachable instead of overwhelming. We got our plan done in one attorney visit.
“After my mom passed, I realized how important it is to be organized. The Playbook helped me get my own affairs in order so my kids won't go through what I did.
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