You've been named as a Trustee.

You have an important responsibility to administer your loved one’s Trust when the time comes. This Trustee Manual provides an overview to help you fulfill your obligations.

Here’s what you’ll learn

How to handle and distribute assets and investments
What power you have as a Trustee
Managing and filing taxes on assets
Avoiding liability and protection from lawsuit
Basic housekeeping and general knowledge

You've been named as a Trustee.

Download Your Manual

Trusted by 1,000s of Clients

“I found the great folks at OATH to be professional, knowledgeable, friendly, responsive and personable. They made an overwhelming task easy to accomplish through their guidance.”

Brian , Florida

“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. That in itself, is worth more than I could put in words.”

Adela , Colorado

“The entire process went very smoothly and it gives us such peace of mind to know this is taken care of and they will be there for our loved ones when the time comes.”

J&L, CO

“If you would truly like that final "peace of mind" with getting your personal & financial affairs in order, go to Oath Estate Planning & Investments. You won't be disappointed.”

Rhonda O., TX

“All the office greet me and make me feel I am their most important client. I feel I can contact them with any questions or advice.”

Patty R., OK

Who is Oath?

Attorneys Who Care

We learn what matters to you—so we can provide you with the best advice to protect what you love.
For Everyone

You’ve worked hard for everything you have. Those things are worth protecting—even if you’re not a member of the 1%.
Hassle Free

We make it simple, so you can stop procrastinating. Our process is stress-free.

Us vs Them

	Oath Law	Traditional Attorneys
Cost	Transparent, upfront fees and payment plan options that make estate planning available to everyone.	Hourly billing that could end up costing you thousands more.
Expertise	Attorneys that are focused on creating the best estate plans for our clients.	Attorneys that practice other kinds of law, and don’t prioritize estate planning.
Simplicity	A short three meeting process that saves you time, money, and headaches.	You never know what stage your plan is in, and this leaves you in the dark.