Oath – Portland Estate Planning & Investment Attorneys – Portland, ME

Welcome to Oath – Portland Estate Planning & Investment Attorneys

Oath is a modern legal and financial practice designed to make estate planning accessible, understandable, and comprehensive for everyone—not just the wealthy. Founded in 2010, our firm has grown into a nationwide movement committed to helping individuals and families protect what matters most. 🏛️ Located on Commercial Street in Portland, Maine, our local team combines the expertise of estate planning attorneys with the strategic insight of fiduciary financial advisors. We believe that true peace of mind comes from having a synchronized plan where your legal documents and financial strategies work together seamlessly.

Holistic Estate Planning

Traditional estate planning often focuses solely on documents, but at Oath, we focus on the people and the assets behind them. We help you create a robust estate plan that ensures your wishes are honored and your loved ones are protected. 👨‍👩‍👧‍👦 Our attorneys assist with the drafting of Last Wills and Testaments, Revocable Living Trusts, and Healthcare Directives. We guide you through the complexities of guardianship for minor children and help you make critical decisions about end-of-life care, ensuring that your voice is heard even when you cannot speak for yourself.

Fiduciary Financial Planning

What sets Oath apart is our integrated approach to wealth management. We understand that a trust is only as good as the assets it holds. Our financial planning division operates under a fiduciary standard, meaning we are legally obligated to act in your best interest. 💼 We analyze your entire financial picture—investments, retirement accounts, insurance, and debts—to build a strategy that aligns with your estate plan. This coordination eliminates gaps and ensures that your legacy is preserved for future generations.

Probate and Trust Administration

Losing a loved one is one of life’s most difficult challenges. The legal burden of settling their affairs shouldn’t add to your grief. We provide compassionate and efficient representation for executors and trustees navigating the probate process in Maine. ⚖️ Whether you need assistance with a simple estate administration or are facing a complex trust dispute, our team is here to handle the legal heavy lifting so you can focus on healing and being with your family.

Asset Protection

You have worked hard to build your assets, and they deserve protection from potential creditors, lawsuits, and mismanagement. We employ sophisticated legal strategies to safeguard your wealth. 🛡️ From establishing irrevocable trusts to advising on business entity structures, we help you mitigate risk and secure your financial future. We also offer guidance on special needs trusts to protect the eligibility of beneficiaries for government benefits.

Education and Accessibility

We believe that knowledge is power. That is why we offer free educational workshops to the Portland community, demystifying the estate planning process. We strive to make our services affordable and transparent, with flat-fee pricing and custom payment plans. 🤝 Our goal is to remove the intimidation factor from the legal system and empower you to take control of your future.

Contact Us

Our Portland office is conveniently located at 254 Commercial Street. If you are ready to create a plan that brings you confidence and security, contact Oath today. Let us help you keep your promise to yourself and your loved ones.