Oath – Tulsa, OK

Modern Estate Planning and Wealth Management

Oath – Tulsa Estate Planning & Investment Attorneys is a forward-thinking law firm that bridges the gap between legal protection and financial prosperity. With a mission to make estate planning accessible, understandable, and effective, Oath has redefined the client experience. Unlike traditional firms that may simply draft documents and send clients on their way, Oath integrates Estate Planning with Financial Planning to ensure that a family’s wealth is not only legally protected but also positioned for growth. The Tulsa office is staffed by a team of compassionate professionals, including attorneys Rod Yancy and Allie Gage, who are dedicated to helping families build and preserve their legacies.

Holistic Legacy Services

Oath offers a comprehensive suite of services designed to cover every aspect of a family’s future.

• Wills and Trusts: Specializing in the creation of Revocable Living Trusts to help families avoid the time, cost, and public nature of probate court. They also draft comprehensive wills to ensure minor children are cared for by guardians of the parents’ choosing.
• Wealth Management: As a firm that also handles investments, they align legal strategies with financial goals, managing portfolios to support retirement and inheritance plans.
• Probate and Trust Administration: Guiding families through the complex process of settling an estate after a loved one passes, handling the legal burdens so families can focus on healing.
• Asset Protection: Implementing strategies to shield hard-earned assets from potential creditors and lawsuits.

Education-First Philosophy

Oath believes that an informed client is an empowered client. They are well-known in the Tulsa community for their educational workshops and straightforward approach. The firm operates on a flat-fee basis for estate planning services, eliminating the anxiety of hourly billing. This transparency allows clients to ask questions freely and ensure they fully understand their plan. Their process is streamlined and efficient, often completing a full estate plan in a fraction of the time taken by traditional firms, without sacrificing quality or attention to detail.

Located in Midtown Tulsa

The firm’s office offers a warm and welcoming environment, distinct from the stuffy atmosphere of many law offices.

• Location: Oath is located at 1214 East 33rd Street. This places the firm in the vibrant Midtown area, specifically near the popular Brookside district.
• Landmarks: The office is situated just east of Peoria Avenue, a major thoroughfare lined with shops and restaurants. It is nestled in a quiet, professional setting that provides easy access for clients from all over the city.
• Atmosphere: The office is designed to feel comfortable and safe, encouraging open conversations about sensitive family and financial matters.

By combining legal expertise with financial acumen, Oath offers a unique value proposition to Tulsa families, ensuring that their ”someday” plans are secure today.