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Live a legacy you’re proud of.

Planning for the end doesn’t have to be overwhelming. At Oath, we bring legal expertise and human understanding together to ease your stress. So you can focus on living well today, knowing you’ve taken the steps to help protect what matters most.

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Why we’re different.

OATH

  • Transparent, flat-rate fees and payment plan options that make estate planning available to everyone.
  • Specialized attorneys focused on creating the best estate plans for our clients.
  • A short three meeting process that saves you time, money, and headaches.

Traditional Attorneys

  • Hourly billing that could end up costing you thousands more.
  • Attorneys that practice other kinds of law, and don’t prioritize estate planning.
  • You never know what stage your plan is in, leaving you in the dark.

We’re with you from the beginning to end.

Healthcare Directives

Put your care preferences in writing so your family isn’t left wondering what you would’ve wanted.

Beneficiary Reviews

Review and update the finer details that make sure your plan still fits your life.

Will & Trust Creation

Make sure your wishes are clear and your loved ones are protected—no court delays, no guesswork.

Power of Attorney

Help you choose someone who can step in and make smart decisions on your behalf if needed.

Asset Alignment

Organize your accounts and property so everything works together the way it should.

Legacy Planning

Document your wishes, share personal messages, and leave behind crystal clear guidance for the next generation.

Man wearing a dark pinstripe suit jacket and open white shirt smiles at camera, standing relaxed against a smooth light-gray studio backdrop; short brown hair, trimmed mustache.

Rod Yancy

Founder & CEO

Gabrielle Nixon

Estate Planning Attorney

Seth Geist

Estate Planning Attorney

Vaishali Gupta

Estate Planning Attorney

Sam Aspelmeier

Estate Planning Attorney

Dorrin Shams

Estate Planning Attorney

JJ Kerksieck

Estate Planning and Investment Attorney

Autumn Watterson

Estate Planning Attorney

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Explore all of our attorneys, advisors, and staff.

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How it works.

01 Introduction

Many of our clients get their foot in the door through an Oath Workshop, led by attorneys who are practicing attorneys. Or, you can dive straight in with a personal consultation.

02 Discovery

Everything starts with a conversation. We’ll get to know you and your family while learning about your goals, answer your questions, and make sure we’re a good match.

03 Design

Every life is different. We build full-picture estate plans that protect what matters most while honoring your vision for the future.

04 Action

When your plan feels just right, we’ll guide you through signing and implementation. We’ll make sure every document is clear, complete, and ready to stand the test of time.

05 Ongoing Support

Your life will grow and change—and we’re here for all of it. As an Oath Care member, you'll get 24/7 access to health documents, free plan updates for life changes, free legal fees for new real estate or accounts, and a personal, on-call expert available to you whenever you need.

Oath Care

Ongoing service that provides you with the highest level of care available.

Questions we often get.

Oath is an estate planning law firm that helps individuals and families build complete plans for protecting their assets and providing for their loved ones. Services include wills, trusts, powers of attorney, healthcare directives, beneficiary reviews, and asset alignment. Oath also integrates financial planning through Oath Financial, giving clients a single trusted partner for both their legal and investment needs.

No. Oath was founded specifically to change this assumption. Estate planning used to be something only the ultra-wealthy could access because of the cost and complexity. Oath uses a thoughtful process and transparent pricing to make quality estate planning attainable for everyday families. The cost of not having a plan, including delays, family conflict, and fees that consume what you worked to build, often far exceeds the cost of the plan itself.

Oath offers clear, transparent pricing with no hidden fees. The cost depends on the complexity of your plan and whether it includes a trust. Most families are surprised by how affordable a complete estate plan can be, especially when they consider the alternative. The best way to get an accurate picture for your situation is through a consultation with one of our attorneys.

A complete Oath estate plan typically includes a will or trust, a durable power of attorney, a healthcare proxy, an advance directive, and a beneficiary review. Beyond the documents, Oath also helps ensure your assets are aligned correctly so your plan actually functions as designed. Many families also join Oath Care, which provides ongoing support, free plan updates for life changes, and 24/7 access to your health documents.

Oath has attorneys in multiple states and serves clients both in person and virtually. You can find a local attorney or schedule a virtual consultation at oath.law. The firm also offers educational workshops in communities across the country.

Most estate planning attorneys focus only on documents. Oath takes a broader view, ensuring that your legal plan, your financial strategy, and your retirement planning are all working together. Oath also operates as a fiduciary, meaning every recommendation is made solely in your best interest. The firm's approach emphasizes ongoing relationships and plan maintenance rather than one-time document drafting.

Oath Care is Oath's ongoing membership program for estate planning clients. Members receive 24/7 access to their health documents, free plan updates when life changes, free legal fees for assistance in adding new real estate or accounts to their plan, and access to a personal on-call expert whenever they need guidance. This membership model ensures your plan stays current throughout your life rather than becoming outdated within a few years of signing.

A revocable living trust is a legal document that holds your assets during your lifetime and directs how they pass to your beneficiaries after death, directly and without extended legal filings. It also provides a structure for managing your affairs if you become incapacitated. Yes, Oath creates revocable living trusts as part of a complete estate plan, and our attorneys ensure the trust is properly funded so it works as intended.

The easiest way to get started is to schedule a consultation at planwithoath.com or attend a free Oath workshop in your area. Workshops are led by practicing Oath attorneys and cover the essentials of estate and retirement planning. There is no obligation, and many clients find the workshop is enough to help them understand exactly what they need.

Yes. Oath handles the legal side of planning, and Oath Financial handles investment, retirement, and financial advisory services. Both operate under the fiduciary standard. Having both under one roof means your estate plan and your financial plan are built together rather than in silos, which reduces gaps and produces a more complete picture of your financial future.

Let us remove the stress of estate planning.

Take the first step by scheduling a call today.

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