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Estate planning is one of the most important steps you can take to protect your loved ones, your assets, and your peace of mind. At Oath Law in Fort Myers, our estate and financial planning team focuses exclusively on helping individuals and families create thoughtful, customized estate plans — including wills, trusts, powers of attorney, and healthcare directives. We make the process clear, comfortable, and empowering, so you can plan for the future with confidence.
Trusts are powerful tools that allow you to manage and distribute your assets privately, efficiently, and according to your exact wishes. Our Fort Myers attorneys prepare revocable living trusts, irrevocable trusts, and other customized planning tools that help your loved ones avoid probate while keeping your estate organized and secure.
Whether your goal is to protect property, preserve wealth, or simplify inheritance for family members, Oath Law provides a supportive, educational approach. We help you understand every decision, ensuring your trust reflects your values and your long-term financial goals.
A will is a fundamental part of your estate plan. It determines how your property is distributed, who will manage your estate, and ensures your intentions are legally documented.
Our Fort Myers estate planning attorneys take time to learn about your family, goals, and priorities. We then create a will that’s both practical and personal — one that provides clarity for your loved ones and minimizes stress during an emotional time. With Oath Law, your plan is designed to bring both structure and peace of mind.
A power of attorney (POA) gives someone you trust the authority to act on your behalf if you become unable to make decisions for yourself. Without a valid POA, your loved ones may need to go through court proceedings just to access your accounts or manage your property.
Our Fort Myers attorneys prepare durable powers of attorney that clearly outline your agent’s authority and responsibilities. We’ll help you choose the right person and structure your documents to ensure your financial and personal affairs are handled smoothly and according to your wishes.
A healthcare directive and living will make sure your medical preferences are honored if you’re ever unable to speak for yourself. These documents guide your family and doctors during difficult moments, helping them make decisions based on your values and comfort level.
Oath Law helps Fort Myers clients create clear, compassionate healthcare directives that relieve loved ones of uncertainty and ensure your care aligns with your beliefs. With your wishes documented, you can rest easy knowing your voice will always be heard.
Families throughout Southwest Florida trust Oath Law because we provide:
Our Fort Myers estate planning team is dedicated to helping families secure their futures with confidence and care. We combine professional skill with a compassionate, educational process that makes planning simple and stress-free. Whether you’re creating your first plan or updating existing documents, we help ensure your wishes are protected and your legacy preserved.
1. Why is estate planning important?
Estate planning protects your assets, ensures your wishes are carried out, and provides clarity for your loved ones during difficult times.
2. What’s the difference between a will and a trust?
A will outlines how your assets are distributed after your passing and typically goes through probate. A trust manages assets during your lifetime and can help avoid probate entirely, keeping your estate private and efficient.
3. How often should I review my plan?
We recommend reviewing your plan every few years or after major life changes, such as marriage, retirement, relocation, or inheritance.
4. Who should I choose as my power of attorney?
Select someone trustworthy, organized, and capable of handling financial or healthcare matters responsibly.
5. Why include healthcare directives?
They ensure your medical preferences are known and prevent your loved ones from making difficult decisions without guidance.
6. Can I include digital assets in my plan?
Yes. We help clients include online accounts, cryptocurrency, and other digital property to ensure complete protection of modern assets.
7. Can Oath Law update an existing estate plan?
Absolutely. We can review, revise, and modernize older documents to ensure they comply with current laws and reflect your goals.
8. What happens if I move or my circumstances change?
You can update your plan anytime to reflect changes in your life, finances, or location. Keeping your plan current ensures it always matches your wishes.
9. Are trusts only for wealthy families?
Not at all. Trusts are valuable for families at all financial levels. They help simplify estate administration, reduce costs, and protect privacy.
“I found the great folks at Oath to be professional, knowledgeable, friendly, and personable. They made an overwhelming task easy to accomplish through their guidance.”
“The whole experience was pleasant and very informative. I now know that I have everything in order for those I leave behind — and most of all, I have peace of mind.”
“We had put off proper estate planning for too long. We talked to three firms and chose Oath… It’s very comforting to know we’re well prepared for the future.”
“They made the process of setting up some complicated trusts a fairly simple process. They were very patient and helpful.”
“Very helpful and knowledgeable — highly recommended!”
Address: 5237 Summerlin Commons Blvd, Suite 327, Fort Myers, FL 33907 (By appointment only)
Phone: (239) 799-7135
If you’re ready to secure your future, our estate planning attorneys in Fort Myers are here to help.
Book a Consultation today and start building your plan with clarity and confidence.
