Oath - Salt Lake City Estate Planning & Investment Attorneys Introduce
Planning for the future is one of the most important steps you can take to protect yourself and your loved ones. In Utah, whether you're a new parent, a business owner, or nearing retirement, having a solid estate plan is crucial. It ensures that your assets are distributed according to your wishes, provides for the care of your family, and can help minimize legal and financial burdens. For those seeking expert guidance in this critical area, Oath - Salt Lake City Estate Planning & Investment Attorneys is a dedicated resource. This firm specializes in helping Utah residents navigate the complexities of estate planning, offering professional and compassionate legal services to secure their legacy.
The world of estate planning and investment law can be complex and intimidating, but the team at Oath is committed to making the process clear, understandable, and comfortable for their clients. Their approach is focused on personalized service, taking the time to patiently answer all questions and address every concern. This client-centered philosophy is a hallmark of their practice, ensuring that each estate plan is not just a legal document, but a reflection of the client's unique life and wishes. The firm's expertise extends beyond just drafting wills and trusts; they work to provide comprehensive solutions that align with your financial goals and family needs.
Oath is conveniently located at 6975 Union Park Ave #600, Cottonwood Heights, UT 84047, USA. Situated in the heart of Cottonwood Heights, their office is easily accessible for residents of Salt Lake County and the surrounding areas. The Union Park Avenue location is a well-known professional hub, making it easy to find for those with scheduled appointments. Its proximity to major roadways ensures a smooth trip, whether you are coming from Salt Lake City, Sandy, or other nearby communities. This central location makes it a practical choice for anyone needing to visit a law firm for estate planning consultations and meetings.
The firm has made a strong commitment to accessibility, recognizing the importance of making their services available to all clients. Their office is equipped with a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. This ensures that clients with mobility challenges can easily and comfortably visit the office for their appointments. These features, along with the availability of a general restroom, contribute to a professional and accommodating environment. For the best experience, it is highly recommended that you schedule an appointment in advance. This allows their team to prepare for your visit and dedicate their full attention to your specific legal needs.
Oath specializes in a variety of services related to estate planning and investment law. Their expertise is designed to provide comprehensive legal solutions for individuals and families in Utah. The types of legal services they offer include, but are not limited to:
- Estate Planning: Crafting a detailed plan for the management and distribution of your assets after death. This includes drafting wills, trusts, and other essential legal documents.
- Living Trusts: Creating a revocable living trust, which can help your family avoid the often lengthy and expensive process of probate court.
- Probate and Estate Administration: Guiding executors and administrators through the legal process of settling an estate after a loved one has passed away.
- Asset Protection: Developing legal strategies to protect your assets from potential creditors, legal judgments, and other risks.
- Investment Law: Providing legal counsel on matters related to investments, helping clients understand and comply with financial regulations.
- Healthcare Directives and Powers of Attorney: Drafting documents that grant others the authority to make healthcare and financial decisions on your behalf should you become incapacitated.
What truly sets Oath apart is the exceptional client experience they provide, as evidenced by positive testimonials from their clients. One reviewer highlighted their "great and incredible experience," specifically praising Ms. Crystal Flynn for her patience and professionalism in helping them draft a Living Trust. The client felt comfortable asking questions and noted that Crystal was "knowledgeable, professional and compassionate." Another review commended the firm's team as being "very knowledgeable & professional" and "thorough in their delivery of the program." The client also noted that the team took the time to answer all questions and concerns, making sure they were completely satisfied with the plan established. These reviews speak to the firm’s commitment to not only legal excellence but also to building a trusting and supportive relationship with each client. The consistent praise for their patience, thoroughness, and respectful communication shows they prioritize client education and comfort throughout what can be an emotional process.
To connect with Oath - Salt Lake City Estate Planning & Investment Attorneys, you can use the following information.
Address: 6975 Union Park Ave #600, Cottonwood Heights, UT 84047, USA
Phone: (385) 270-9459
The primary phone number is (385) 270-9459, and you may also use +1 385-270-9459. It is always best to call ahead and schedule an appointment to ensure you receive the dedicated attention you deserve.
Choosing Oath for your estate planning and investment needs in Utah is a decision that is supported by their specialized expertise and a strong dedication to client care. The firm's focus on estate planning allows them to provide a level of detail and personalization that a general practice law firm might not. The glowing reviews from satisfied clients, who praise the team's patience, compassion, and professionalism, highlight the firm's commitment to making a complex process as straightforward and stress-free as possible. When you are entrusting someone with the future of your family and your assets, you want a team that is not only competent but also genuinely caring. Oath provides this crucial combination, making them a fantastic team to do business with and a highly recommended choice for securing your legacy in Utah.
Oath - Salt Lake City Estate Planning & Investment Attorneys Details
Accessibility
- Wheelchair accessible entrance
- Wheelchair accessible parking lot
- Wheelchair accessible restroom
Amenities
- Restroom
Planning
- Appointments recommended
Oath - Salt Lake City Estate Planning & Investment Attorneys Photos


Oath - Salt Lake City Estate Planning & Investment Attorneys Location
Oath - Salt Lake City Estate Planning & Investment Attorneys
6975 Union Park Ave #600, Cottonwood Heights, UT 84047, USA
Oath - Salt Lake City Estate Planning & Investment Attorneys Reviews
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★ 5★ 4★ 3★ 2★ 1Great and incredible experience with Oath Law Firm, especially Ms. Crystal Flynn whom I was introduced to at the workshop, and who helped us “patiently” throughout the process of drafting our Living Trust. She made us feel comfortable in asking any questions about something that we were unsure of and did not quite understand. Crystal was knowledge, professional and compassionate. Also, David Broussard was kind and respectful, anytime he communicated with us.Thank you Oath Law Firm.
May 18 · Mata ToiaVery knowledgeable & professional. Thorough in there delivery of the program.Took time to answer any & all our questions & concerns & addresses them promptly & thoroughly making sure we were satisfied with the plan we worked together to establish. They are a Fantastic Team to do business with. Recommend them highly.
September 10 · Eli GonzalesThese people were very down to earth so you can easily relate to them like everyday people and that made this experience as pleasant as it can be. All questions were answered clearly leaving me with a strong feeling of confidence that this was the right thing to do for my kids.
May 26 · David WellenI felt comfortable and confidant in all their explanations and assistance. All the staff was very responsive and I left with several ways to access my documents in the future plus confidence there would always be someone I could reach out to in the future if I needed to
June 09 · Karen NealIt was great working with the team from Oath. They answered all our questions and explained everything in detail. Very pleased with their service.
April 07 · Gregg Stembridge
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