Oath — Chicago Estate Planning & Investment Attorneys

(16 reviews)

Contact Info

  • Location 1010 Lake St Suite 200, Oak Park, IL 60301, USA
  • Phone +1 708-459-0935
  • Website https://www.oath.law/

Reviews

  • The questions were asked that we did not even think of asking., Our concerns were met. Every question that ee had was explained to us in details. Oat office worked hard on our plans for our family. Friendly people and great personality. We felt very good after leaving the office.
  • It was our pleasure to work with Victoria and her staff at Oath Estate Planning to develop a trust document. We are very pleased with the finish plan in that it provides us with peace of mind knowing that our successors have a map to follow on our passing. The process of developing the plan helped both parties fully understand what was needed and how it insures the rights and responsibilities of our children. The step-by-step development process made sure the plan fit our specific needs. Thanks Victoria job well done. John and Janet Latus
  • My wife and I wanted to take care of our family trust and we have been procastinating enough until we met Victoria Lozano with Oath. The whole process was explained in detail and now we have our family trust, Victoria is very professional and made us feel very comfortable. If you are thinking about your family and how to avoid any issues after you pass, don't wait any longer and contact Victoria. You will be happy knowing that what you want is going to carried out the way you would like and your loved ones will be at ease.
  • We had an excellent experience with Oath Law. Victoria Lozano and Alex Weiss were professional, compassionate, and attentive to all our estate planning needs. They have given our entire family complete peace of mind in terms of my mother's future legacy. We highly recommend them!!
  • The 3 people I interacted with were knowledgeable, patient and courteous. It was my pleasure having Victoria, and her assistants Katia and Sherry, guiding me through the signing stage of the planning and retirement process.

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About Oath — Chicago Estate Planning & Investment Attorneys

For individuals and families in the Chicago metropolitan area seeking comprehensive and thoughtful guidance on estate planning and investment-related legal matters, Oath — Chicago Estate Planning & Investment Attorneys stands as a highly regarded firm within the "Nearby Lawyers" category. Situated at 1010 Lake St Suite 200, Oak Park, IL 60301, USA, this firm, notably through the work of Victoria and her staff, is dedicated to providing tailored legal solutions that offer peace of mind and clarity for future generations. Their accessible location in Oak Park positions them as a convenient resource for clients both in the immediate community and the broader Chicago region.

The office environment of Oath — Chicago Estate Planning & Investment Attorneys, while not explicitly detailed in the provided information, can be inferred from client testimonials. Clients describe the people as "friendly" and having "great personality," and expressed that they "felt very good after leaving the office." These descriptions suggest a warm, welcoming, and comfortable atmosphere. Law firms specializing in estate planning often prioritize creating a reassuring and private space where clients can discuss sensitive financial and familial matters with confidence. A well-organized office, indicative of meticulous attention to detail, would further contribute to a professional yet approachable setting, ensuring that clients feel supported and understood throughout the planning process. The location within a suite in Oak Park suggests a professional business setting that facilitates focused consultations.

Oath — Chicago Estate Planning & Investment Attorneys offers specialized legal services centered around estate planning and investment. The core of their service, as highlighted by client reviews, involves the development of comprehensive plans for families, specifically including the creation of "trust documents." This indicates expertise in drafting wills, trusts, powers of attorney, and other essential estate planning instruments designed to manage assets, designate beneficiaries, and ensure a smooth transfer of wealth. The emphasis on providing clients with "peace of mind knowing that our successors have a map to follow on our passing" underscores their commitment to thoughtful succession planning. Beyond traditional estate planning, the firm's name, "Investment Attorneys," suggests a broader scope that might include advising on legal aspects of investment strategies, asset protection, and potentially disputes related to investments. Their process involves explaining "every question...in details" and ensuring the plan fits "specific needs," indicating a highly customized and client-education-focused approach to estate planning. This deep dive into a client's specific circumstances allows for the creation of truly effective and personalized legal frameworks.

The distinguishing features of Oath — Chicago Estate Planning & Investment Attorneys are vividly portrayed through the experiences of their satisfied clients. A recurring theme is their ability to ask "questions...that we did not even think of asking," highlighting their proactive, comprehensive, and forward-thinking approach to estate planning. This demonstrates their deep expertise and ability to identify potential future challenges and incorporate solutions into the plan. Their commitment to ensuring "our concerns were met" and that "Every question that we had was explained to us in details" speaks to their thoroughness and dedication to client understanding. This clear and patient communication empowers clients to make informed decisions. The "step-by-step development process" ensures that the plan is perfectly tailored to "our specific needs," reflecting a highly personalized service that avoids generic solutions. Furthermore, the descriptions of the staff as "friendly people and great personality" contribute significantly to a positive client experience, making a complex and often daunting process feel much more manageable and pleasant. The ultimate feature is the outcome: "peace of mind" and a "job well done," affirming the firm's effectiveness in delivering tangible benefits to their clients.

Promotional information for Oath — Chicago Estate Planning & Investment Attorneys is primarily communicated through its clear name, readily available contact details, and, most effectively, through the positive testimonials of its clientele. The firm's phone number, (708) 459-0935, and mobile phone number, +1 708-459-0935, offer convenient ways for prospective clients to initiate contact and schedule consultations. The precise address, 1010 Lake St Suite 200, Oak Park, IL 60301, USA, firmly establishes its physical presence, making it a prominent "Nearby Lawyer" for residents of Oak Park and the surrounding areas. The firm's name itself, "Oath — Chicago Estate Planning & Investment Attorneys," clearly articulates their core services and target audience, attracting clients specifically seeking expertise in these areas. The direct and heartfelt reviews, such as "We felt very good after leaving the office" and "Thanks Victoria job well done," serve as authentic and powerful endorsements, building trust and credibility with potential new clients.

The client reviews consistently emphasize the positive impact of working with Victoria and her staff. The Latus family's testimonial is particularly strong, stating their pleasure in working with Victoria to develop a trust document and their satisfaction with the finished plan for providing "peace of mind." The acknowledgment that "The process of developing the plan helped both parties fully understand what was needed and how it insures the rights and responsibilities of our children" highlights the collaborative and educational approach taken by the firm. The consistent theme across both reviews is the firm's ability to simplify complex legal matters, provide detailed explanations, and create customized solutions that genuinely meet the client's unique requirements. This feedback is crucial for anyone searching for an estate planning attorney, as it speaks directly to the quality of service, the thoroughness of the work, and the ultimately successful outcome of securing a comprehensive plan for their family's future.

In conclusion, Oath — Chicago Estate Planning & Investment Attorneys, led by Victoria, is introduced as a highly recommended legal practice in Oak Park, IL, specializing in comprehensive estate planning and investment-related legal services. Located at 1010 Lake St, the firm provides an accessible and welcoming environment for clients. Their services are characterized by a detailed, personalized approach to creating trust documents and other estate plans, ensuring that all client concerns are addressed and future eventualities are considered. The key features of their service include proactive questioning, clear and thorough explanations, and a friendly, caring demeanor, all contributing to a positive client experience and profound peace of mind. The strong positive testimonials from satisfied clients serve as compelling promotional evidence of their expertise and dedication to delivering exceptional legal outcomes for families and individuals.

Oath — Chicago Estate Planning & Investment Attorneys Location

1010 Lake St Suite 200, Oak Park, IL 60301, USA

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