Oath - Milwaukee Estate Planning & Investment Attorneys

Welcome to the "Nearby Lawyers" category, where we introduce you to legal professionals dedicated to serving your local community. Today, we delve into the offerings of Oath - Milwaukee Estate Planning & Investment Attorneys, a prominent legal practice situated at 10150 W National Ave Ste 202, West Allis, WI 53227, USA. They can be reached by phone at (414) 200-9875 or via mobile at +1 414-200-9875. This firm specializes in estate planning and investment legal services, aiming to provide comprehensive and personalized solutions for individuals and families looking to secure their future.

While a detailed physical description of the office environment is not explicitly available, the reviews and general ethos of Oath Law suggest a client-centric and approachable setting. The emphasis on "Midwest nice" and a welcoming atmosphere indicates a comfortable and respectful environment for clients. Nick Tuori, a key attorney, highlights the positive interactions with clients in Wisconsin, describing them as "welcoming, engaged, eager to learn and to be a part of the process." This suggests an environment where clients feel heard and actively involved in their legal planning. The firm's commitment to educating clients, as evidenced by their free introductory seminars, further reinforces an open and informative setting, dispelling the intimidation often associated with legal consultations. Their online presence and communication channels also imply a modern and accessible approach to legal services, ensuring convenience for local users.

Oath - Milwaukee Estate Planning & Investment Attorneys offers a robust suite of services primarily centered around estate planning and financial well-being. Their core services include:

• Wills and Trusts: They assist clients in drafting and customizing wills to reflect unique needs and ensure assets are distributed according to their wishes. They also specialize in setting up various types of trusts, which can be crucial for probate avoidance, asset protection, and tax efficiency.
• Estate Planning: Beyond just wills and trusts, they provide comprehensive estate planning, considering all aspects of a client's life and assets to create a holistic plan for the future. This includes looking at what happens before and after death, focusing on aspects like powers of attorney to ensure loved ones can provide care when needed.
• Retirement Planning: The firm integrates financial planning with estate planning, with fiduciary financial advisors working to create custom plans that consider spending, income, and inflation to help clients achieve financial security throughout retirement.
• Probate Avoidance: A significant focus is on helping clients avoid the often lengthy and costly probate process, utilizing tools like transfer-on-death deeds and trusts where applicable under Wisconsin law.
• Investment Attorneys: The firm's name itself, "Investment Attorneys," signifies their capability to provide legal guidance related to investments, likely in conjunction with their financial planning services. While specific details on investment products or advice are not provided, their integrated approach suggests they can offer legal counsel on how investments fit within an overall estate plan.

The firm emphasizes personalized planning, transparent pricing, and simple payment plans, aiming to make estate planning accessible to everyone, not just the wealthiest. They position themselves as attorneys who care, taking the time to understand what truly matters to their clients.

Oath - Milwaukee Estate Planning & Investment Attorneys distinguishes itself through several key features:

• Client-Centric Approach: Multiple reviews highlight the personalized attention clients receive. Nick Tuori is commended for walking clients through options without presenting unnecessary services, demonstrating a focus on genuine client needs.
• Educational Seminars: The firm offers free introductory seminars on Wills & Estate Planning. This proactive educational approach empowers clients with knowledge, making the planning process less daunting and more understandable. The reviews consistently praise these seminars as "very informative" and "superb."
• Experienced Team: Nick Tuori and Lexi are specifically mentioned in positive reviews as a "wonderfully bright, resourceful and friendly legal team." This suggests a strong, collaborative, and competent group of professionals.
• Holistic Planning: Oath Law goes beyond just drafting documents. They emphasize continuous attention to estate plans through follow-up meetings and programs like "Care by Oath," indicating a long-term commitment to their clients' evolving needs. This integrated approach combines financial, tax, and estate planning under one roof.
• Transparent Pricing: The firm explicitly states that they offer "transparent, upfront fees and payment plan options," contrasting this with traditional attorneys who may use hourly billing that could lead to higher costs.
• Fiduciary Advisors: Their financial advisors act as fiduciaries, meaning they are legally obligated to put the client's best financial interests first, without compromise. This is a significant distinction from advisors who may earn undisclosed commissions.
• Community Engagement: Oath Planning provides free estate and financial literacy education in various venues and frequently donates Oath Plans to charity auctions. They also actively support initiatives like ending the death penalty, showcasing their commitment to social causes.

The firm actively promotes its services through free informational seminars and leverages positive client testimonials to build trust and credibility. The provided reviews offer a strong endorsement of their services:

• One client praised Oath Law in West Allis for "excellent direction and follow-through in customizing our Will and directives," highlighting Nick and Lexi as a "wonderfully bright, resourceful and friendly legal team." The client specifically recommended them after attending a free introductory seminar and receiving a personalized will that "brought a smile to our faces."
• Another client found the retirement/estate planning seminar hosted by Nick Tuori to be "very informative." This individual then scheduled a follow-up consultation where Nick "walked my wife and I through the best options to complete our estate plan," notably without pushing unnecessary services. The client concluded by highly recommending him for being "knowledgeable and helpful."

These testimonials underscore Oath Law's ability to simplify complex legal processes, provide valuable education, and deliver personalized solutions with a positive client experience. The consistent mention of "informative" seminars and "helpful" attorneys reinforces their promotional message of making estate planning accessible and understandable. Their website also features numerous client testimonials from various states, further emphasizing their widespread positive impact. They encourage prospective clients to join their local workshops and offer free consultations.

In summary, Oath - Milwaukee Estate Planning & Investment Attorneys stands out in the "Nearby Lawyers" category for its commitment to comprehensive and client-focused estate planning. Located conveniently in West Allis, WI, they provide essential services like wills, trusts, and integrated financial planning, guided by an experienced and personable team. Their dedication to educating the community through free seminars and their transparent, client-first approach make them a highly recommended choice for individuals seeking to secure their legacy and financial future in Milwaukee and the surrounding areas.