Oath – Plano Estate Planning & Investment Attorneys is a specialized legal firm dedicated to modern, accessible estate and retirement planning. They stand out by combining deep legal expertise with a compassionate, human-centered approach, making comprehensive planning straightforward and stress-free for individuals and families.
The firm utilizes a transparent, flat-fee structure with payment plan options to ensure services are available to a broad clientele, not just the ultra-wealthy. Their process is streamlined into three efficient meetings, saving clients time and reducing complexity. Oath attorneys focus exclusively on estate planning, ensuring specialized, high-quality counsel tailored to each client’s values and life goals.
Services Offered
- Estate Planning
- Retirement Planning
- Will & Trust Creation
- Healthcare Directives
- Power of Attorney
- Beneficiary Reviews
- Asset Alignment
- Legacy Planning
- Ongoing Care Membership (24/7 document access, free plan updates, free legal fees for new real estate or accounts, on-call expert support)
Oath serves clients across multiple states including Texas, Oklahoma, Arkansas, California, and others, with a team of specialized attorneys located in various cities. They offer workshops and consultations as entry points, emphasizing education and long-term support to help clients protect their legacies and provide clear guidance for future generations.
