EstateCoach is not licensed:

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

• to provide legal advice, opinions or counsel

• 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 and document preparation

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

• maintain errors and liability insurance

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DISCLAIMER: Estatecoach Inc. is not a law firm and Rodney Rattray is not a licensed lawyer or paralegal. Professional and document preparation 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, responsibilities of an estate representative or document preparation. Clients are solely responsible for obtaining their own independent legal, accounting, investment, income tax or other professional advice. Simply communicating by any means or interacting with online media platforms does not create a client relationship.

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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.