EstateCoach is not licensed:

• to provide specific accounting, tax, investment or insurance advice or sales

• to provide specific legal advice

• as a lawyer or para-legal professional

• as a mental and emotional health professional

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EstateCoach will:

• exercise due diligence in your estate coaching

• refer you to other professionals when we deem your situation warrants it

• maintain our own business insurance

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Services provided by EstateCoach  do not equate to, and should not be taken for, legal, accounting or investment advice relating to the administration of an estate or, responsibilities of an estate representative. Clients are solely responsible for obtaining any proper legal, accounting, investment, income tax or other professional advice concerning their required estate duties.

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If at any time in the EstateCoach coaching process, you are uncertain of the impact on your personal financial situation, we encourage and recommend you seek out another opinion from a trusted, licensed financial and/or legal professional. This will help you learn more about your specific situation to make an informed decision.