Oath Estate & Financial Planning

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Oath Estate & Financial Planning Plan for tomorrow. Embrace today. Estate planning is our only practice area.
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Oath is an estate planning law firm and fiduciary financial advisory helping families protect what they have built, with attorneys practicing from more than 50 offices across the United States and virtual consultations available nationwide. We create wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, beneficiary reviews, and asset alignment, and we handle trust administration. Pricing is flat-fee and transparent, with payment plans available and no hourly billing. Most families complete a plan through a short process of consultation, design, and signing. Oath Care members keep 24/7 access to their health documents, free or reduced fee plan updates as life changes, and a dedicated point of contact. Oath Financial provides retirement and investment planning under the same roof, both with a fiduciary standard. Find your nearest office at oath.law/our-offices or join a free estate planning workshop in your area.

Behind every plan is a person. Behind every person is a reason we do what we do.At Oath, our work is about more than est...
04/11/2026

Behind every plan is a person. Behind every person is a reason we do what we do.

At Oath, our work is about more than estate documents or financial strategies. It's about the families we're helping, the futures they're preparing for, and the peace of mind that comes from knowing the people and things that matter most are cared for.

It takes a team to bring that kind of support to life. People who listen, ask thoughtful questions, work through the details, and care about getting it right.

We're proud of the people behind Oath and the purpose that brings us together.

Because what we do matters. But who we do it for is what makes it meaningful.

We're looking for a Photographer / Videographer in the Tulsa, Oklahoma area who is ready to to help us tell our story.Fr...
03/11/2026

We're looking for a Photographer / Videographer in the Tulsa, Oklahoma area who is ready to to help us tell our story.

From capturing the moments that make our team unique to creating engaging content that educates, inspires, and builds trust, this full time position is the perfect next step for someone looking to take their creativity to a likeminded organization.

We want to tell the story of Oath, who we are, and how we help families every day.

If you're interested in this role, please check out the listing on our LinkedIn page, or email [email protected] to speak with us.

What have you been putting off until someday?In his latest blog, Oath's founder Rod Yancy shares stories of retirees who...
03/11/2026

What have you been putting off until someday?

In his latest blog, Oath's founder Rod Yancy shares stories of retirees who stopped waiting for the perfect time and started doing what mattered to them — riding their bikes again, taking the trips they’d talked about for years, and making the most of the time they have.

They didn’t wait for the fear to disappear. They let it remind them why the things they love are worth doing.

You don’t have to do everything at once. You just have to start.

What’s one thing you’ve been afraid to start, and what version of it could you begin this month?

Want to read more? https://www.oath.law/blog/what-you-can-while-you-can/

Your calendar reflects more than how you spend your time. It can reflect what you make time for.It’s easy to put off the...
30/10/2026

Your calendar reflects more than how you spend your time. It can reflect what you make time for.

It’s easy to put off the trip, the long lunch, the afternoon with family, or the thing you’ve always wanted to try until life slows down.

But what if living well starts with making room for those things now?

Planning for the future matters. So does being intentional about the life you’re living today.

What’s one thing you want to make more time for?

Your estate plan shouldn’t stand still while your life moves forward.A growing portfolio, a business sale, retirement, o...
28/10/2026

Your estate plan shouldn’t stand still while your life moves forward.

A growing portfolio, a business sale, retirement, or a change in family circumstances can all be reasons to revisit your plan.

At Oath, our estate planning attorneys and financial advisors work together to help keep your financial and estate plans aligned — so what you’ve built continues to support the people and priorities that matter most.

When life changes, your plan should, too.

The Oath field suites at Boone Pickens Stadium are now stocked with a commemorative gold water bottle and a card from ou...
23/10/2026

The Oath field suites at Boone Pickens Stadium are now stocked with a commemorative gold water bottle and a card from our founder, Rod Yancy. It’s our thank-you to the Loyal & True for the passion you bring to the end zone.

Stay hydrated, celebrate responsibly, and keep showing the Cowboys what support looks like.

The end zone is where legacies get written. We’re proud to share it with you.

Go Pokes and Happy Homecoming

Peace of mind starts with feeling cared for.We’re grateful for this kind review of Allie and McKenzie on our Tulsa, OK t...
22/10/2026

Peace of mind starts with feeling cared for.

We’re grateful for this kind review of Allie and McKenzie on our Tulsa, OK team. Helping families feel comfortable, informed, and prepared for the future is at the heart of what we do.

Thank you for trusting Oath to help take care of what matters most.

Two months until the entire Oath team comes together in Palm Springs.Every year, Founders Club gives us something we can...
21/10/2026

Two months until the entire Oath team comes together in Palm Springs.

Every year, Founders Club gives us something we can’t always get from working across different cities and time zones: time together. Time to reconnect, share ideas, celebrate how far we’ve come, and remember what we’re building together.

The work we do is personal. It’s built on trust, intention, and a shared sense of purpose. And the relationships behind that work matter just as much as the work itself.

Some of the most meaningful moments happen outside the sessions — over dinner, in conversations that run a little longer, and in the chance to spend time with the people who make Oath what it is.

Palm Springs, we will see you in two months. The countdown is officially on.

An estate plan shouldn’t be something you create once and leave behind. It should grow with you.That’s why Oath Care mat...
20/10/2026

An estate plan shouldn’t be something you create once and leave behind. It should grow with you.

That’s why Oath Care matters. Life changes, families grow, and priorities shift. Having ongoing support means you don’t have to navigate those changes alone.

From annual plan reviews to help updating your documents and access to an estate planning concierge, Oath Care helps keep your plan aligned with the life you’re living.

Because protecting the people you love isn’t a one-time decision. It’s an ongoing commitment to what matters most.

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Opening Hours

Monday 08:30 - 17:30
Tuesday 08:30 - 17:30
Wednesday 08:30 - 17:30
Thursday 08:30 - 17:30
Friday 08:30 - 17:30

Telephone

+18885575715

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