Oath - Fort Worth Estate Planning & Investment Attorneys

Welcome to Lawyers Near Me, your trusted platform for connecting with experienced legal professionals in your local area. Today, we spotlight Oath - Fort Worth Estate Planning & Investment Attorneys, a reputable law firm located at 1751 River Run Ste 200, Fort Worth, TX 76107, USA. If you are a resident of Fort Worth or the surrounding areas seeking expert guidance in estate planning and investment matters, Oath offers a comprehensive suite of services designed to provide you with peace of mind and secure your financial future.

Oath - Fort Worth Estate Planning & Investment Attorneys understands that planning for the future can feel overwhelming. Their mission is to simplify this process, offering personalized legal strategies tailored to your unique circumstances and goals. As reflected in the positive testimonials from their clients, Oath is committed to providing exceptional service, clear communication, and thorough guidance every step of the way.

Environment and Atmosphere:

While specific details about the physical office environment are not provided in the reviews, the consistent praise for the team's professionalism and care suggests a welcoming and supportive atmosphere. Clients highlight the ease of the process and the comfort they felt working with the attorneys and staff. The location at 1751 River Run Ste 200 likely offers a professional setting conducive to focused and confidential consultations.

Services Offered:

Based on the client reviews and the firm's name, Oath - Fort Worth Estate Planning & Investment Attorneys specializes in a range of crucial legal services, primarily focusing on:

• Estate Planning: This core service helps individuals and families plan for the distribution of their assets after their passing. This includes drafting essential legal documents such as wills, trusts, powers of attorney, and healthcare directives. The positive feedback regarding the creation and finalization of trusts indicates a strong expertise in this area. Clients like Nancy and Mike Hightower emphasize the peace of mind gained through their estate plan, highlighting Oath's ability to address their goals of control over their plans and assets.
• Trusts: Several reviews specifically mention the trust seminars conducted by attorney Manda Mosley Maier and the subsequent creation of trusts for clients. This suggests a deep understanding of various trust types and their benefits in estate planning, such as avoiding probate, minimizing estate taxes, and providing for beneficiaries with specific needs. The detailed account from a satisfied client underscores Manda's knowledge and ability to make the trust creation process smooth and stress-free.
• Investment Guidance: The firm's name explicitly includes "Investment Attorneys," indicating that they likely offer legal counsel related to investment strategies, asset protection, and financial planning. While the reviews don't delve into specific investment advice provided, this aspect suggests a holistic approach to securing clients' financial well-being, integrating legal and financial considerations.
• Probate and Estate Administration: Although not explicitly mentioned in the provided reviews, estate planning often involves guidance on probate, the legal process of administering a deceased person's estate. It is reasonable to infer that Oath provides assistance in this area to ensure the smooth transfer of assets to beneficiaries.
• Workshops and Seminars: The mention of an "outstanding" estate planning workshop led by attorney Manda Mosley Maier highlights Oath's commitment to educating the community and providing accessible entry points for individuals to begin their estate planning journey. These seminars serve as a valuable resource for understanding the importance of estate planning and how Oath can assist.

Key Features and Strengths:

The client testimonials consistently point to several key features and strengths of Oath - Fort Worth Estate Planning & Investment Attorneys:

• Exceptional Attorney Expertise: Attorney Manda Mosley Maier is repeatedly praised for her knowledge, professionalism, and clarity in explaining complex legal matters. Her ability to conduct informative workshops and provide personalized guidance in trust creation stands out.
• Outstanding Client Service: The positive experiences shared by clients emphasize the firm's commitment to excellent customer service. Client service representative Kalee Moran is specifically mentioned for her helpfulness throughout the entire process.
• Clear and Thorough Communication: Effective communication is a cornerstone of Oath's service. Clients appreciate the individualized and thorough options and recommendations provided, ensuring they understand every aspect of their estate plan.
• Personalized Approach: Oath takes the time to understand each client's unique needs and goals, tailoring their advice and legal documents accordingly. This individualized approach fosters trust and ensures that the estate plan effectively addresses the client's specific circumstances.
• Focus on Peace of Mind: A primary goal for many clients seeking estate planning is to achieve peace of mind. The reviews indicate that Oath successfully helps clients reach this goal by providing comprehensive plans and ongoing support.
• Ongoing Support: The mention of a "monthly service" that clients can sign up for suggests that Oath offers continued guidance and support even after the initial estate plan is finalized. This proactive approach demonstrates a long-term commitment to their clients' well-being.
• Educational Outreach: Conducting seminars on important topics like trusts demonstrates Oath's dedication to educating the community and empowering individuals to make informed decisions about their future.

Promotional Information:

Based on the provided information, potential clients can benefit from the following:

• Free Introductory Workshops: Attending a workshop, like the one praised by Nancy Hightower, appears to be an excellent way to learn about estate planning basics and understand how Oath can assist you.
• Personalized Consultations: Oath offers individualized consultations to discuss your specific needs and develop a tailored estate plan.
• Comprehensive Estate Planning Services: From wills and trusts to powers of attorney and healthcare directives, Oath provides a full spectrum of estate planning solutions.
• Expertise in Trust Creation: If you are considering a trust to manage your assets and protect your beneficiaries, Manda Mosley Maier's expertise in this area is highly recommended.
• Ongoing Support Options: For continued guidance and peace of mind, Oath offers a monthly service to address any future needs or changes in circumstances.

Contact Information:

To learn more about Oath - Fort Worth Estate Planning & Investment Attorneys or to schedule a consultation, you can contact them via:

• Phone: (682) 730-3635
• Mobile Phone: +1 682-730-3635
• Address: 1751 River Run Ste 200, Fort Worth, TX 76107, USA

In conclusion, for local users in Fort Worth seeking reliable and expert legal assistance in estate planning and investment matters, Oath - Fort Worth Estate Planning & Investment Attorneys presents a compelling option. Their commitment to exceptional client service, clear communication, and personalized solutions, as evidenced by the glowing testimonials, makes them a trusted partner in securing your financial future and protecting your loved ones. Whether you are just beginning to think about estate planning or need to update existing arrangements, Oath's knowledgeable team is ready to guide you through the process with professionalism and care. Consider reaching out to them to explore how they can help you achieve peace of mind through comprehensive and tailored legal strategies.