Profile
Holistic Estate Planning and Financial Guidance
Oath – Oklahoma City Estate Planning & Investment Attorneys is not your traditional law firm. Located in the Arts District of Oklahoma City, this modern practice integrates legal estate planning with financial strategy to create comprehensive life plans for families. The firm was founded on the belief that planning for the future should be accessible, transparent, and educational. Led in Oklahoma City by attorney Tristan Davis, the team focuses on removing the anxiety often associated with legal processes by offering a streamlined, three-meeting system that takes clients from uncertainty to security.
The Oath Planning Process
The firm is known for its unique educational approach. Rather than billing by the hour and leaving clients guessing about costs, Oath operates on a flat-fee basis. Their process typically begins with a discovery session or an educational workshop, ensuring that every client understands their options before signing a single document. Key services include:
- Living Trusts: Creating revocable living trusts to help families avoid the time and expense of probate.
- Wills: Drafting clear last wills and testaments to designate guardians for minor children and outline asset distribution.
- Powers of Attorney: Establishing financial and medical powers of attorney to ensure trusted individuals can act on your behalf if you become incapacitated.
- Advanced Directives: documenting end-of-life medical preferences to relieve family members of difficult decisions.
Integrated Wealth Management
What sets Oath apart is the dual focus on law and finance. As an investment attorney firm, they help clients align their assets with their estate plans. This ensures that beneficiary designations, retirement accounts, and investment portfolios work in harmony with the legal documents, preventing common pitfalls where assets are left out of the trust.
"We believe that planning shouldn’t be about death; it should be about life. We help you design a future that reflects your values and protects the people you love most."
Convenient Arts District Location
The office is situated in the Midtown Plaza building on North Walker Avenue, placing it at the intersection of the city’s legal and cultural hubs. The approachable, non-stuffy atmosphere of the office reflects the firm’s commitment to making legal services comfortable and stress-free.
Specializing In
Living Trusts, Wealth Management, Asset Alignment, Legacy Planning
Address & Location
Located in the trendy Midtown neighborhood of Oklahoma City, just north of the downtown core.
Building Location
The office is in a 2-story building known as Midtown Plaza, constructed out of stone in 1983. It is situated near local features like Hobby’s Hoagies restaurant.
Suite Access
Enter the Midtown Plaza building through the ground-level main entrance on N Walker Ave. Walk directly into the lobby to access Suite 101, which is conveniently located on the first floor with step-free accessibility.
Parking Details
There are convenient surface public parking lots available nearby for visitor parking.
Public Transit
Served by EMBARK Route 040 (S Walker); nearest stop is at Transit Center.
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