What is Oath?

Q: What is Oath Law?

Oath Law is a national estate planning law firm that helps individuals and families create wills, trusts, powers of attorney, healthcare directives, and complete estate plans. Founded in 2010, Oath was built on the belief that estate planning should be accessible, affordable, and aligned with how people actually want to live and be remembered. Oath attorneys operate as fiduciaries, meaning they are legally required to act in your best interest at all times.

Q: What services does Oath Law offer?

Oath Law offers a full range of estate planning services, including will and trust creation, durable powers of attorney, healthcare directives, advance directives, beneficiary reviews, and asset alignment. Through Oath Financial, the firm also offers fiduciary financial planning, investment management, retirement planning, tax strategy, and insurance review.

Q: What is Oath Care?

Oath Care is Oath's ongoing membership program that ensures client estate plans stay current throughout their lifetime. Members receive 24/7 access to their health documents, free updates when life changes such as the birth of a child, a marriage, or a new property, free legal fees for adding accounts or real estate to an existing plan, and access to a personal on-call Oath expert whenever needed.

Q: Has Oath been featured in the media?

Yes. Oath has had media presence including the CBS Sunday Morning Financial Report and the Your Investment Attorney radio show. These appearances reflect the firm's commitment to education and their position as a trusted voice in estate and financial planning.

At Oath, we believe in breaking free from distraction to embrace each day to its fullest. We believe in living a life of intention and purpose. We’re committed to inspiring people to focus on what truly matters, and designing products and services that empower everyone to live richer, more fulfilling lives.

This philosophy shapes everything we do. Oath isn’t just a company; it’s a commitment—a promise to help individuals and families cut through the noise and focus on what matters most. Whether it’s creating space to spend time with the people you love, clarifying your values and goals, or removing unnecessary complexity from life’s biggest decisions, we believe that intentional planning leads to intentional living.

Through innovative products, thoughtful services, and educational resources, Oath exists to remove obstacles—so you can spend more time fully living and less time worrying. In this guide, we’ll share the story behind our name, our values, and how we’re redefining what it means to plan for the future with confidence and purpose.

1. Introduction: Understanding Oath

At Oath, we believe in breaking free from distractions and embracing each day with intention. Life isn’t just about checking off tasks—it’s about making thoughtful decisions that shape your future and ensure security for those you love. Whether through estate planning, financial planning, or other meaningful projects, we are dedicated to helping individuals and families take control of their legacies with clarity and confidence.

1.1 The Vision Behind Oath

Oath was founded on a simple yet powerful belief: planning should be intentional, empowering, and accessible to everyone. We exist to remove uncertainty, helping people focus on what truly matters. Our mission isn’t just about legal documents or financial strategies—it’s about designing a future that aligns with your deepest values.

From estate and financial planning to innovative projects that simplify life’s most important decisions, we are committed to creating solutions that help people prioritize what truly matters. We challenge the idea that estate and financial planning is only for the ultra-wealthy. Instead, we focus on providing practical, transparent, and effective planning for families and individuals from all backgrounds.

1.2 The Founding of Oath

Oath was founded in 2010 with the goal of making estate and financial planning accessible to more people—not just the top 1%. We saw firsthand how overwhelming the planning process could be, often leaving families confused, unprepared, or burdened by unnecessary complexity. The traditional models of financial advising and legal services often prioritized transactions over relationships. We knew there had to be a better way.

What started as a small team of creative and innovative thinkers quickly grew into a nationwide movement dedicated to making planning easier, more transparent, and more impactful. Today, Oath continues to evolve, offering estate planning, financial planning, and additional services designed to simplify complex decisions while ensuring long-term security for families.

1.3 How Oath Has Grown

Since its founding, Oath has expanded beyond estate planning into financial planning and other strategic initiatives. Our focus has always been on integrated planning, ensuring that clients receive comprehensive guidance that aligns all aspects of their financial and legal needs.

We’ve built our reputation by breaking down barriers, making planning attainable and straightforward, and offering education-driven services through:

Local and online workshops to educate communities on estate and financial planning.
Free 30-min estate planning discovery sessions.
Media presence, including CBS Sunday Morning Financial Report and the Your Investment Attorney radio show.

A holistic approach that ensures estate and financial planning work seamlessly together to create security and peace of mind.

1.4 More Than a Company—A Commitment

At Oath, we don’t just provide services—we take a pledge to our clients. Our mission is not just about documents, investments, or transactions—it’s about empowering people to live well and leave a meaningful legacy.

Unlike traditional estate and financial planning firms, we are:

Transparent: We believe in clear pricing and zero hidden fees
Client-First: We provide fiduciary, commission-free financial planning, always acting in the best interest of those we serve
Holistic in Approach: By integrating estate, financial, and life planning, we ensure that our clients and their families are fully prepared for the future.

Our work is a promise—to help families make the most of life, free from unnecessary stress and uncertainty.

1.5 What’s Next for Oath?

The future of Oath is about expanding our impact. As we continue to grow, our commitment remains the same:

Innovating estate and financial planning to make it even more accessible, straightforward, and goal-oriented.
Developing new initiatives that empower individuals and families to live with intention and purpose.
Enhancing technology to provide seamless, client-centered planning experiences.

At Oath, we believe planning should be about more than preparing for the future—it should be about living better today. That’s why we’ll continue to innovate, educate, and expand, ensuring that every person has access to the tools and knowledge they need to create a life of security, clarity, and fulfillment.

2. Definition of “Oath”

At its core, an oath is more than just a promise—it’s a solemn declaration of commitment, truth, and integrity. Throughout history, oaths have held significant weight in legal, personal, and societal contexts, serving as a binding agreement that upholds accountability and trust.

At Oath, this concept extends beyond its traditional legal meaning. Our name reflects our unwavering commitment to helping people plan with intention, protect what matters most, and live purposefully. Whether through estate planning, financial planning, or other initiatives, Oath is a promise to provide clarity, security, and peace of mind for every individual and family we serve.

2.1 “Oath” Across Cultures and History

The concept of an oath has deep roots in cultures worldwide, transcending legal definitions to symbolize loyalty, responsibility, and honor.

Ancient Civilizations: In societies like Ancient Greece and Rome, oaths were considered sacred. The Hippocratic Oath, still recited by doctors today, originated in Greece as a pledge to uphold ethical medical practices.
Medieval Traditions: Knights and warriors took oaths of allegiance, swearing to protect their people and uphold justice.
Religious and Spiritual Significance: Oaths have played a central role in religious and moral traditions, representing a pledge to uphold faith, truth, and righteousness.
Modern-Day Commitments: From swearing into public office to making legal affirmations in courtrooms, oaths continue to serve as symbols of truth, duty, and integrity in contemporary society.

At Oath, we draw from this deep historical meaning, embedding the values of trust, responsibility, and commitment into everything we do.

2.2 Legal Meaning of “Oath”

In the legal world, an oath is a formal declaration that signifies truthfulness and accountability. Some of its most common applications include:

Courtroom Oaths: Witnesses, jurors, and officials take oaths to ensure honesty and impartiality in legal proceedings.
Contracts and Agreements: Oaths reinforce the integrity of legal contracts, ensuring that parties uphold their responsibilities.
Fiduciary Duties: Professionals, including estate and financial planners, are bound by ethical oaths to act in the best interests of those they serve.

At Oath Planning and Oath Law, we uphold these same legal and ethical commitments. Just as an oath binds individuals to honesty and integrity, our team takes a pledge to act in our clients’ best interests, ensuring that they receive unbiased, transparent, and trustworthy guidance in every aspect of estate and financial planning.

3. The Origin of the Word “Oath”

Words carry meaning beyond their dictionary definitions, often rooted in history, culture, and tradition. The word “oath”has long been associated with promises, trust, and legal responsibility, making it a fitting name for a company dedicated to helping individuals and families plan for their future with clarity and intention.

At Oath, we take inspiration from the historical weight of an oath, recognizing that planning—whether for your estate, finances, or legacy—is an intentional promise to protect what matters most.

3.1 Why “Oath” Was Chosen for Our Firm

Choosing the name Oath was not accidental—it was a deliberate decision that reflects our core mission, values, and commitment to those we serve.

A Symbol of Trust: Taking an oath signifies a binding promise, much like the commitment we make to our clients. Whether in estate planning, financial planning, or other services, we believe in acting with integrity, responsibility, and transparency.
A Commitment to Our Clients: Estate and financial planning are not just transactions—they are acts of care that protect individuals and their families, create security, and ensure loved ones are supported for generations.
A Pledge to Make Planning Attainable: Traditional estate and financial planning can feel overwhelming. We take an oath to simplify the process, ensuring that everyone—regardless of wealth or background—has access to high-quality planning.

At Oath Law and Oath Planning, our name represents the seriousness of the promises we make—to act in your best interests, to provide ethical and transparent services, and to empower you with the knowledge and tools to make the right decisions for your future.

3.2 The Connection Between Oaths and Estate Planning

Estate planning is, at its heart, an oath to your family and loved ones. When you create a will, trust, or directive, you are making a solemn commitment that ensures:

Your assets and legacy are distributed according to your wishes.
Your family is financially protected and supported.
Your medical and personal decisions are honored if you become incapacitated.

Much like a legal oath taken in a courtroom, an estate plan formalizes your promises, ensuring that what you value most is respected and upheld after you’re gone.

3.3 The Connection Between Oaths and Financial Planning

Financial planning is an oath to yourself and future generations—a structured commitment to long-term security, stability, and financial well-being.

At Oath Planning, we help clients take control of their financial future by:

Building wealth with intention, so financial goals align with personal values.
Providing clarity and guidance to eliminate fear, uncertainty, and financial stress.
Ensuring a legacy that lasts beyond one’s lifetime, benefiting future generations.

Estate and financial planning are not just about numbers and documents—they are about living with intention and protecting the people and things that matter most.

4. Our Mission: Building Trust Through Promises

At Oath, our mission is rooted in a simple yet powerful belief: trust is built through intentional action and unwavering commitment. We don’t just offer estate and financial planning services—we provide clarity, security, and empowerment, helping people make the most of their lives by preparing for the future with confidence.

By redefining what it means to plan for the future, we ensure that every decision our clients make is guided by honesty, integrity, and a promise to protect what matters most.

4.1 Commitment to Families

Oath exists to help families secure their futures, legacies, and financial well-being. Estate and financial planning aren’t just about protecting assets—they’re about protecting people.

We take a family-first approach, ensuring that our clients can:

Preserve wealth across generations, creating financial stability for their loved ones.
Pass down values and intentions, ensuring that their legacy is about more than just money.
Ease the burden on heirs, making financial and legal transitions as seamless as possible.

A well-structured plan is one of the greatest gifts you can give your family. At Oath, we are committed to helping you create that gift with care, intention, and precision.

4.2 Ethics and Integrity

At Oath, we take our fiduciary responsibility seriously. Our clients trust us with their financial futures, their families’ well-being, and their legacies—responsibilities we don’t take lightly.

Our ethical approach is built on three core principles:

Transparency: We believe in clear, upfront pricing with no hidden fees—because financial and legal services should be accessible and predictable.
Honesty: We provide unbiased, research-backed advice, free from conflicts of interest.
Long-Term Commitment: Estate and financial planning aren’t one-time transactions—they’re ongoing processes. We are dedicated to helping clients adapt their plans as life changes.

The best planning comes from a place of trust, respect, and a shared commitment to long-term success. At Oath, we uphold these values in everything we do.

5. The Importance of an Oath in Legal Contexts

Oaths have long been a cornerstone of the legal system, serving as a solemn declaration of truth, accountability, and integrity. Whether in a courtroom, a legal contract, or a fiduciary responsibility, taking an oath signifies a commitment to uphold the law, act in good faith, and honor one’s word.

At Oath, this principle extends beyond legal definitions—it shapes our entire approach to estate and financial planning. Just as a witness in court swears to tell the truth, we make a pledge to every client: to act with transparency, honesty, and an unwavering commitment to their best interests.

5.1 Oaths in Courtrooms

One of the most recognizable uses of an oath is in courtrooms, where individuals swear to provide truthful testimony. This legal tradition ensures that:

Testimonies hold weight and legal significance under penalty of perjury.
Trust is established between the legal system and the individuals involved.
Justice is upheld, as courts rely on sworn statements to make fair decisions.

Similarly, estate planning and financial decisions require a level of trust and legal precision. When you create a will, establish a trust, or designate a power of attorney, you are making binding legal commitments that impact your loved ones long after you’re gone.

At Oath, we take this responsibility seriously, ensuring that every document we create, every estate and financial plan we design, and every decision we help our clients make is legally sound, transparent, and built on a foundation of trust.

5.2 Oaths in Contracts and Agreements

Oaths are also deeply embedded in contracts and legal agreements, reinforcing the legitimacy, enforceability, and integrity of those commitments.

Estate Planning Agreements – When someone signs a will or trust, they are making a legally binding promise about how their assets should be handled.
Financial Planning Commitments – When an advisor provides fiduciary financial planning, they take an oath to act in the best interest of their client, rather than for their own financial gain.

At Oath Planning, we operate under fiduciary principles, meaning we are legally bound to provide financial advice that prioritizes the client’s well-being. Unlike many financial firms that work on commission, we provide transparent, fee-based financial planning with no hidden incentives.

By integrating estate and financial planning, we ensure that clients receive guidance that is holistic, ethical, and aligned with their long-term goals.

6. Our Approach to Estate and Financial Planning

At Oath, we believe that estate and financial planning should be transparent, accessible, and empowering. Rather than viewing these services as a set of impersonal legal documents or financial transactions, we see them as a proactive commitment to protecting your family, your future, and your legacy.

Our approach is built on understanding what truly matters to you, then crafting a personalized, strategic plan that aligns with your goals. Whether it’s preserving wealth for future generations, ensuring a seamless transfer of assets, or eliminating financial uncertainty, we provide guidance every step of the way.

6.1 Listening to Client Needs

Every individual and family has a unique story, which is why we begin with listening and understanding. Estate and financial planning should never be one-size-fits-all. Instead, we take time to:

Understand your priorities—whether it’s family security, philanthropic goals, or retirement planning.
Identify potential risks and challenges—such as tax liabilities, probate issues, or investment concerns.
Ensure clarity and confidence—so that you feel fully informed about your options.

By prioritizing education and open communication, we empower clients to make decisions with confidence rather than fear.

6.2 Tailoring Solutions

A well-crafted estate or financial plan should reflect your values, goals, and future vision. Our team ensures that every plan is strategically structured to maximize protection, efficiency, and long-term success.

Customized Estate Planning – Whether creating a simple will or a complex trust-based strategy, we tailor estate plans to minimize probate, reduce tax burdens, and ensure smooth asset transfers.
Personalized Financial Planning – We go beyond generic financial advice, offering plans that align with your risk tolerance, financial goals, and legacy aspirations.
Integration Between Estate and Financial Planning – Unlike traditional firms that separate these services, we unify estate and financial planning, ensuring that every financial decision is legally sound and every estate decision is financially optimized.

This holistic approach ensures that every client receives a seamless, all-encompassing strategy designed for long-term security and peace of mind.

7. The Role of Commitments in Estate Planning

Estate planning is more than just legal documents—it’s a commitment to your family, your future, and your values. When you create a will, establish a trust, or outline your financial plan, you’re making a deliberate choice to provide security, clarity, and direction for generations to come.

At Oath, we recognize that estate planning is a deeply personal process. It’s about more than just distributing assets—it’s about ensuring your loved ones are cared for, your values are honored, and your legacy endures.

7.1 Creating a Legacy

Your legacy isn’t just about what you leave behind—it’s about the impact you make. Estate planning allows you to:

Provide for your loved ones – Ensure your family is financially protected and receives the assets you intend for them.
Support charitable causes – Structure planned giving or create charitable trusts to leave a lasting impact on the world.
Preserve family values and traditions – Establish trusts that help future generations uphold the values that matter most to you.

A thoughtful estate plan ensures that your legacy is not just preserved, but actively shapes the lives of those who come after you.

7.2 Providing Peace of Mind

One of the most valuable aspects of estate planning is the peace of mind it brings. Knowing that your affairs are in order allows you to:

Avoid uncertainty for your family – A well-structured plan prevents disputes and ensures a smooth transition of assets.
Reduce stress during difficult times – Loved ones won’t have to navigate complex legal or financial matters while grieving.
Ensure your wishes are honored – Medical directives, powers of attorney, and clear legal instructions guarantee that your voice is heard, even if you’re unable to speak for yourself.

At Oath, we help clients turn their commitments into concrete plans, ensuring that their family, future, and legacy are protected with clarity and confidence.

8. How Oath Stands Out

Estate planning is often seen as a complex and overwhelming process, but at Oath, we’ve redefined the experience. Our approach is built on transparency, simplicity, and client empowerment, ensuring that estate planning isn’t just about legal documents—it’s about securing your family’s future with confidence.

What sets Oath apart is our commitment to removing barriers. We don’t believe in hidden fees, complex legal jargon, or one-size-fits-all solutions. Instead, we provide a personalized, straightforward process that helps clients make informed decisions without stress or uncertainty.

8.1 Upfront Pricing

Unlike traditional law firms that charge by the hour, Oath operates on a flat-fee model, ensuring:

No hidden costs – Clients know exactly what they’re paying for upfront.
No surprise fees – We believe in full transparency, so there are no unexpected charges.
More accessibility – Flat-fee pricing makes estate planning attainable for families at all levels of wealth.

This approach eliminates financial uncertainty, allowing clients to focus on their legacy without worrying about mounting legal fees.

8.2 Tailored Underwriting Analysis

Estate planning isn’t just about creating a will or trust—it’s about ensuring that your assets are structured in the most efficient and protective way possible. Our tailored underwriting analysis provides:

Customized legal strategies that align with your family’s financial situation.
Protection against legal vulnerabilities, ensuring assets are shielded from unnecessary taxes or disputes.
A seamless transition for heirs, minimizing complications and maximizing long-term benefits.

At Oath, we don’t just draft legal documents—we create comprehensive estate plans that safeguard your future.

9. How Oath Planning Stands Out

Financial planning is more than just numbers—it’s about creating a secure future, making informed decisions, and ensuring that your wealth serves a greater purpose. At Oath Planning, we take a holistic approach, integrating financial planning with estate strategies to help clients make the most of their resources while eliminating stress and uncertainty.

Unlike traditional financial firms that focus solely on wealth accumulation, Oath Planning is about clarity, control, and purpose. We guide clients toward financial confidence by addressing their long-term goals, family dynamics, and legacy aspirations in a way that is clear, intentional, and empowering.

9.1 Union Between Estate Planning and Financial Planning

One of the most unique aspects of Oath Planning is how we bridge the gap between estate planning and financial planning. Most financial planners focus on growing assets, while estate planners focus on protecting and distributing them—we ensure that both processes work together seamlessly.

By integrating estate and financial planning, we help clients:

Align their investments with their long-term legacy goals
Ensure tax-efficient wealth transfers to future generations
Create strategies that maximize financial security while maintaining flexibility

This unified approach ensures that your financial plans are not just about accumulating wealth—but about preserving and using that wealth in a way that aligns with your values.

9.2 Making Things Easier on Your Family

One of the biggest challenges in estate and financial planning is ensuring that your family isn’t left with confusion, unnecessary stress, or financial burdens. Oath Planning helps clients create strategies that:

Minimize complexity – Ensuring that assets are clearly designated and easily accessible.
Reduce family conflict – By establishing clear financial structures and eliminating ambiguity.
Provide financial stability – Helping families navigate transitions without unnecessary tax burdens or liquidity concerns.

We believe that financial planning isn’t just about your lifetime—it’s about ensuring that your family is protected long after you’re gone.

9.3 Ending the Fear/Greed Cycle

Many financial decisions are driven by two competing emotions: fear and greed. Investors often struggle with:

Fear of running out of money – Leading to overly conservative choices that limit financial growth.
Fear of market downturns – Resulting in panic-based decisions that can hurt long-term financial security.
Greed and short-term focus – Pushing people toward high-risk strategies that may not align with their true goals.

At Oath Planning, we help clients break free from this cycle by providing:

Evidence-based financial strategies that focus on long-term security, not short-term panic.
Clear, research-backed guidance that eliminates emotional decision-making.
A focus on purpose, not just profits, ensuring that financial plans reflect what truly matters.

By shifting the focus from fear and greed to clarity and confidence, we help clients build financial strategies that provide peace of mind, security, and long-term success.

10. Client Stories and Testimonials

At Oath, we measure success not just in numbers but in the real-life impact we have on families and individuals. Estate and financial planning are deeply personal, and our clients’ experiences highlight how thoughtful planning can bring clarity, security, and peace of mind.

10.1 Protecting Families’ Futures

Many of our clients come to us unsure of where to start. They know they need a plan but often feel overwhelmed by the complexity of estate and financial planning. Through our streamlined process, we have helped countless families create a clear, actionable plan that ensures their assets are protected and their loved ones are cared for.

One client, a retired engineer with a modest but well-managed estate, came to us after realizing that his family had no plan in place if something happened to him. He had spent decades working hard and saving but had never taken the time to create a will or establish trusts for his children and grandchildren. After working with Oath, he was able to put together an estate plan that aligned with his values, ensuring his family was financially secure and avoiding unnecessary probate costs.

Another client, a recently widowed mother, sought our guidance after her husband’s sudden passing left her unsure of how to manage their shared assets. Oath’s estate and financial planning teams worked together to create a strategy that provided her with financial stability while preserving her husband’s legacy for their children.

10.2 Honoring Loved Ones’ Wishes

A well-structured estate plan ensures that a loved one’s legacy is honored exactly as they intended. Many families come to us after experiencing the challenges of settling an estate without a clear plan, often realizing too late how much stress and uncertainty could have been avoided with proper planning.

One family came to us after losing a loved one who had no estate plan in place. Without legal guidance, the probate process became complicated, and family tensions arose over asset distribution. After this experience, they worked with Oath to ensure their own estate plan was in order, preventing their children from facing the same difficulties in the future.

Another client, a small business owner, wanted to ensure a smooth transition for his company in the event of his passing. With Oath’s guidance, he created a business succession plan that outlined clear steps for his family and business partners, avoiding financial and legal complications down the road.

Why Client Stories Matter

Estate and financial planning can feel abstract until you see how it impacts real people. At Oath, our mission is to ensure that every family we serve walks away with:

A comprehensive plan that brings confidence and clarity.
A secure financial strategy that aligns with long-term goals.
A sense of relief knowing their loved ones will not be left with uncertainty.

By sharing these stories, we hope to inspire more individuals and families to take control of their future with Oath’s guidance. Proper planning is not just about protecting assets—it is about ensuring a legacy that reflects what matters most.

11. Educational Resources: Spreading Knowledge

At Oath, we believe that estate and financial planning should not be complicated or intimidating. A key part of our mission is to educate and empower individuals and families to make informed decisions about their future. Through our extensive educational resources, we provide accessible, easy-to-understand information that helps people take control of their financial and legal well-being.

11.1 Workshops and Seminars

One of the most effective ways to provide knowledge is through live workshops and seminars. These sessions allow individuals to ask questions and gain clarity on estate and financial planning topics.

Oath regularly hosts educational events covering:

Estate Planning Fundamentals: Understanding wills, trusts, and probate.
Retirement and Wealth Management: Strategies for financial security.
Tax-Efficient Wealth Transfers: How to minimize tax burdens when passing assets to heirs.
Business Succession Planning: Protecting and transferring business interests.
Special Needs and Charitable Trusts: Tailored planning for unique circumstances.

These in-person and virtual events are designed to simplify complex topics and make estate and financial planning more accessible to everyone.

11.2 Online Guides and Tools

In addition to live events, Oath offers a comprehensive online resource library that allows individuals to educate themselves at their own pace.

Our online tools include:

Step-by-step estate planning guides that break down the process into manageable steps.
Financial calculators to help individuals assess their financial health and retirement preparedness.
Downloadable checklists for estate and financial planning essentials.
Frequently asked questions on topics such as probate, tax implications, and asset protection.

By making these resources available, Oath ensures that individuals are well-equipped to take action—whether they choose to work with an advisor or manage certain aspects of planning on their own.

12. Frequently Asked Questions About Oath’s Estate Planning

Estate planning can raise many questions, especially for those navigating it for the first time. Below, we address some of the most common concerns individuals have when considering Oath’s services.

12.1 Why Choose Oath?

Oath sets itself apart through its client-first approach, transparency, and expertise. Unlike traditional firms that use complicated pricing structures, Oath operates on flat-fee pricing, ensuring clients know exactly what to expect from the start.

Additionally, Oath provides:

Personalized estate plans tailored to individual and family needs.
A streamlined process that makes estate planning more efficient and stress-free.
Integration with financial planning to ensure a holistic approach to wealth management and asset protection.

By choosing Oath, clients receive comprehensive estate planning guidance that aligns with their values and long-term goals.

12.2 How to Get Started

Beginning the estate planning process with Oath is simple and straightforward.

Step 1: Schedule a Consultation
Clients can schedule a complimentary initial consultation to discuss their needs and goals with an experienced estate planning attorney.

Step 2: Create a Personalized Plan
After assessing the client’s unique circumstances, Oath develops a customized estate plan that includes essential documents such as wills, trusts, powers of attorney, and healthcare directives.

Step 3: Finalize and Implement the Plan
Once the plan is tailored to the client’s needs, legal documents are reviewed, signed, and executed. Oath ensures that everything is in place to protect assets and provide security for loved ones.

Step 4: Ongoing Support and Adjustments
Estate planning is not a one-time event. Oath provides ongoing guidance to ensure that estate plans remain up to date with changes in laws, financial situations, and family dynamics.

With a clear process and dedicated support, Oath makes estate planning a seamless, empowering experience.

13. Frequently Asked Questions About Oath Planning

Financial planning is a critical component of long-term security, yet many individuals have questions about how to get started and what makes Oath Planning different from traditional financial advisory firms. Below, we address some of the most common inquiries about our approach to financial planning.

13.1 Why Choose Oath Planning?

Oath Planning is not just another financial advisory firm—we take a holistic, client-centered approach that integrates estate planning and financial strategy to create a comprehensive plan for long-term success. Unlike traditional financial firms that focus primarily on asset growth, our approach is about aligning wealth with purpose and security.

Key differentiators of Oath Planning include:

Fiduciary Responsibility: We act in the best interests of our clients at all times, providing objective, transparent advice without hidden fees.
Flat-Fee Structure: Instead of commission-based recommendations or percentage-based fees, we provide clear, upfront pricing to ensure transparency and trust.
Union Between Financial and Estate Planning: Our integrated approach ensures that financial strategies are aligned with estate plans, minimizing tax burdens and maximizing legacy impact.
Long-Term Stability Over Short-Term Gains: We help clients break free from emotional decision-making, focusing on sustainable financial health rather than short-term market fluctuations.

By choosing Oath Planning, clients receive personalized financial guidance that not only helps them build wealth but also ensures that wealth is managed with intention and clarity.

13.2 How to Get Started with Oath Planning

Getting started with Oath Planning is a straightforward process designed to provide clarity and confidence from the very first step.

Step 1: Initial Consultation
Prospective clients begin with a free, no-obligation consultation where we discuss their financial situation, goals, and concerns. This conversation helps determine how we can best assist in creating a long-term strategy.

Step 2: Comprehensive Financial Assessment
Once engaged, we conduct a detailed financial assessment, reviewing current assets, liabilities, investments, income streams, and future goals. This step ensures that we build a strategy tailored to individual needs.

Step 3: Building a Personalized Financial Plan
Based on the assessment, we develop a customized financial plan that may include:

Retirement planning strategies
Tax-efficient investment recommendations
Risk management and asset protection
Charitable giving strategies
Wealth transfer and inheritance planning

Step 4: Implementation and Ongoing Support
After the plan is created, we work closely with clients to implement their financial strategy, making necessary adjustments as circumstances change. Oath Planning provides continuous monitoring and updates, ensuring that financial plans remain aligned with evolving goals and economic conditions.

This process removes the guesswork from financial planning, helping clients feel secure, informed, and confident in their financial future.

14. Frequently Asked Questions About Oath

Oath is an estate planning law firm and financial advisory practice founded in 2010 with a mission to make planning accessible, transparent, and meaningful for everyday families, not just the wealthy. The name reflects a commitment: every attorney and advisor at Oath is legally bound to act as a fiduciary, meaning your best interest is always the priority. Oath offers integrated estate and financial planning so your legal documents and investment strategy work together under one trusted relationship.

What is Oath?

Oath is a national estate planning law firm and financial advisory practice that helps individuals and families create wills, trusts, powers of attorney, healthcare directives, and complete estate plans. Founded in 2010, Oath was built on the belief that estate planning should be accessible, affordable, and aligned with how people actually want to live and be remembered. Oath attorneys and advisors operate as fiduciaries, meaning they are legally required to act in your best interest at all times.

Why is the company called Oath?

The name reflects a core commitment. An oath is a solemn declaration of integrity and accountability. At Oath, this means every attorney and advisor takes a pledge to put clients first, provide transparent advice without hidden fees, and treat every family’s plan as a genuine expression of their values and wishes. The name is also a reminder that estate planning itself is a kind of promise: a promise to the people you love about how you will care for them even after you are gone.

When was Oath founded and who started it?

Oath was founded in 2010 by Rod Yancy, an estate planning and investment attorney who wanted to create a better model for how families navigate the legal and financial complexity of planning for the future. Rod saw firsthand how overwhelming and inaccessible traditional estate planning services could be, and set out to build something more transparent, more integrated, and more human. Today Oath has grown into a nationwide firm serving clients through both in-person offices and virtual consultations.

Rod’s work has also been shaped by a conviction that planning is about more than what happens after you are gone. He believes the best plans help clients, especially those approaching or in retirement, discover what a meaningful and intentional life looks like and build a financial and estate strategy that actively supports it.

What makes Oath different from a traditional estate planning attorney?

Several things set Oath apart. First, Oath integrates estate and financial planning so clients work with one trusted partner rather than coordinating between a lawyer and a financial advisor who may not know each other’s work. Second, Oath operates under the fiduciary standard, meaning advice is never influenced by commissions. Third, Oath’s approach is built around relationships, not transactions: ongoing care membership, regular plan updates, and accessible support are part of the model.

Finally, Oath has made estate planning affordable and understandable for families who were previously priced out or overwhelmed. Oath’s philosophy also reflects Rod’s conviction that planning should help clients discover purpose and live intentionally. For clients approaching or in retirement, this means going beyond the documents to explore what a meaningful next chapter looks like and making sure the financial plan supports that vision.

Is Oath only for wealthy families?

No, and this is one of the founding principles of the firm. Oath challenges the assumption that estate and financial planning is only for the top one percent. Their process and pricing are designed to serve everyday families, including those creating their first estate plan, parents of young children, retirees, and individuals with modest estates who still want the protection and peace of mind a good plan provides.

For clients approaching or in retirement, Oath also helps think through what a purposeful and intentional retirement looks like and how a financial plan can actively support that life.

What services does Oath offer?

Oath offers a full range of estate planning services, including will and trust creation, durable powers of attorney, healthcare directives, advance directives, beneficiary reviews, and asset alignment. Through Oath Financial, the firm also offers fiduciary financial planning, investment management, retirement planning, tax strategy, and insurance review.

Together, these services provide a complete picture of your financial and legal life. For clients approaching or in retirement, Oath also incorporates purpose-driven planning, drawing on Rod Yancy’s belief that financial planning should help people discover how they want to live, not just prepare for what happens when they are gone.

What is Care by Oath?

Care by Oath is Oath’s ongoing membership program that ensures client estate plans stay current throughout their lifetime. Members receive 24/7 digital access to their health documents, free updates when life changes such as the birth of a child, a marriage, or a new property, free legal fees for adding accounts or real estate to an existing plan, and access to a personal Oath concierge to answer questions whenever needed.

This membership model reflects Oath’s commitment to a long-term relationship rather than a one-time document transaction.

How does Oath approach estate planning differently?

Oath’s approach centers on clarity and integration. Rather than producing a stack of legal documents and sending clients on their way, Oath ensures every element of your plan is properly implemented and coordinated with your financial life. This includes making sure trusts are properly funded, beneficiary designations are aligned, and your financial strategy supports your estate goals.

Oath also offers educational workshops to help people understand their options before they commit to any plan.

How does Oath approach financial planning?

Oath Planning Financial applies the same integrated, relationship-first philosophy to financial planning. Advisors work as fiduciaries under a fee-only structure, meaning every recommendation is shaped by your goals rather than by commissions. The process starts with a complete view of your life: income, assets, retirement timeline, and what you want your money to actually do for you.

For clients approaching or in retirement, Oath goes deeper and focuses on purpose, exploring how you want to spend your time, what relationships and experiences deserve your investment, and what a meaningful retirement looks like for you. This goes beyond managing a portfolio. It means building a financial strategy that supports a life you are genuinely excited to live.

Has Oath been featured in the media?

Yes. Oath has been featured across a range of national media outlets. Recent coverage includes InvestmentNews, MarketWatch, Kiplinger, GoBankingRates, McKnight’s Senior Living, Money Life with Chuck Jaffe, and Forbes. The Retirement Wisdom Podcast featured a full interview with Rod Yancy. Oath also sponsored Patrick Reed at the 2026 Masters, earning coverage in Front Office Sports, BVM Sports, and the Journal Record.

These placements reflect Oath’s growing position as a trusted voice on estate planning, retirement, and purposeful financial decision-making.

How do I start working with Oath?

You can schedule a free discovery call or attend a free estate and financial planning workshop at oath.law. Workshops are led by practicing Oath attorneys and are designed to help you understand your current situation and what a complete plan looks like, with no obligation to commit.

From there, an Oath attorney will guide you through every step, from discovery to design to implementation and ongoing care.

15. Conclusion: The Legacy of Oaths

At its core, Oath is about more than just planning—it’s about making intentional choices that create lasting impact. Whether through estate planning, financial planning, or future initiatives, Oath is committed to helping people live fully, secure their futures, and leave a meaningful legacy for generations to come.

The power of an oath is not just in the promise—it is in the actions taken to uphold it. At Oath, we:

Ensure that families are protected through thoughtful estate planning.
Guide individuals toward financial clarity by aligning wealth with purpose.
Empower people to take control of their future, free from fear and uncertainty.

Planning for the future is one of the most important commitments a person can make. With Oath, that process is clear, transparent, and tailored to each client’s unique goals.

If you’re ready to take control of your future with confidence, Oath is here to guide you every step of the way. Would you like to schedule a consultation or explore our educational resources to get started? Contact us today.