Estate Planning & Wills
Plano, TX
Oath is an estate planning and investment law firm in Plano specializing in comprehensive wealth protection strategies for individuals and families. Founded by experienced attorneys, the firm provides personalized estate planning, trust administration, probate services, and investment-related legal counsel tailored to each client's financial goals. Their integrated approach combines estate planning expertise with investment law to help clients preserve wealth across generations and navigate complex financial decisions.
Ideal for: High-net-worth individuals, business owners, families with significant assets, investors seeking integrated legal and financial planning
Service area: Plano, Dallas, and surrounding North Texas communities
Integrated Approach: Combines estate planning expertise with investment law guidance, helping clients align their legal structure with their financial strategy and long-term wealth goals.
Personalized Strategies: Develops customized estate plans rather than using generic templates, ensuring solutions address each family's unique circumstances, assets, and succession goals.
Full-Service Administration: Handles trust creation, probate navigation, and ongoing trust administration, providing continuity from planning through execution and beyond.
Address: 6860 Dallas Pkwy #200, Plano, TX 75024
Phone: (972) 688-6080
Website: oath.law
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