Oath – South Austin Estate Planning & Investment Attorneys – Austin, TX

Simplified Estate Planning for Austin Families

Oath – South Austin Estate Planning & Investment Attorneys is redefining how Texans plan for their future. Located in the prestigious Barton Oaks Plaza, just minutes from downtown Austin, this firm believes that estate planning should be accessible, transparent, and stress-free. Founded in 2010, Oath has moved away from the traditional billable-hour model to offer flat-rate pricing and a streamlined three-meeting process. Whether you are a young family looking to designate guardians for your children or a retiree wanting to protect your assets, their team provides the legal expertise and human understanding you need. If you need to find a lawyer who explains complex legal concepts in plain English, Oath is the partner you can trust.

A Holistic Approach to Wealth and Legacy

What sets Oath apart is their integration of legal and financial planning. They don’t just draft documents; they ensure your Asset Alignment works in harmony with your legal plan. This means checking that your beneficiary designations on insurance policies and retirement accounts match what is in your Will or Trust. Their services cover the full spectrum of estate needs, from Revocable Living Trusts to Powers of Attorney and Healthcare Directives. They also offer educational workshops to help the community understand the importance of planning before a crisis hits. If you are looking to hire an attorney who sees the big picture of your financial health, Oath offers a unique and valuable perspective.

• Living Trusts: avoiding probate and maintaining privacy for your family.
• Healthcare Directives: Ensuring your medical wishes are honored if you cannot speak for yourself.
• Guardianship Nomination: Protecting your minor children by legally naming who would care for them.
• Flat-Fee Pricing: No surprise bills; you know exactly what your plan costs upfront.

Peace of Mind Made Easy

The attorneys at Oath understand that talking about death and incapacity is difficult. They have designed their office environment and their process to be as comfortable and reassuring as possible. Clients appreciate their modern approach, including the use of technology to keep documents organized and accessible. With a commitment to ”planning for real life,” they ensure that your plan actually works when your family needs it most. For those who urgently need a lawyer to finalize a plan before a trip or surgery, their efficient process is a lifesaver.

Convenient Barton Oaks Location

The firm’s South Austin office is located at 901 S MoPac Expy, in the Barton Oaks Plaza complex. Nestled near the Barton Creek Greenbelt and Loop 1, this location offers easy access for residents of Rollingwood, Westlake, and South Austin. The office features plenty of parking and a professional yet welcoming atmosphere.