Oath - Salt Lake City Estate Planning & Investment Attorneys

Welcome to the profile of Oath - Salt Lake City Estate Planning & Investment Attorneys, a dedicated legal practice situated at 6975 Union Park Avenue, Suite 600, in Cottonwood Heights, Utah. For local users actively seeking expert legal assistance within the "Nearby Lawyers" category, particularly in the specialized areas of estate planning and investment, Oath Law Firm presents a highly recommended and professional team. Based on glowing testimonials from satisfied clients, the firm, and especially attorneys like Ms. Crystal Flynn and David Broussard, are known for their knowledge, patience, thoroughness, and compassionate approach to guiding clients through complex legal and financial matters.

Located within a professional building on Union Park Avenue in Cottonwood Heights, the offices of Oath - Salt Lake City Estate Planning & Investment Attorneys likely provide a comfortable and sophisticated environment for client consultations and the development of intricate legal and financial plans. Cottonwood Heights, a well-regarded area in the Salt Lake Valley known for its business centers and accessibility, suggests that the office space would be modern, well-equipped, and easily reachable for residents and businesses in the region seeking specialized "Nearby Lawyers" in estate planning and investment. Clients can anticipate a confidential and professional setting where they can openly discuss their personal and financial details with experienced attorneys.

The customer reviews offer significant insights into the specialized legal services provided by Oath - Salt Lake City Estate Planning & Investment Attorneys. The testimonials specifically highlight their expertise in:

• Estate Planning, particularly Living Trusts: Ms. Crystal Flynn is specifically praised for her patient and thorough assistance in drafting a Living Trust for clients. This indicates a strong focus and expertise in estate planning tools designed to manage assets and ensure smooth transitions for beneficiaries.
• Comprehensive Program Delivery: The firm is described as "very knowledgeable & professional" and "thorough in their delivery of the program," suggesting a structured and well-explained process for their services, likely encompassing various aspects of estate planning and potentially investment strategies.
• Addressing Client Questions and Concerns: The attorneys are commended for taking the time to answer "any & all our questions & concerns" promptly and thoroughly, ensuring client satisfaction and understanding of the established plans. This highlights a commitment to client education and clear communication.
• Collaborative Plan Development: The review mentions working together with the team to establish a plan, indicating a client-inclusive approach where individual needs and preferences are taken into account.

Given the firm's name and the emphasis in the reviews, it is highly probable that Oath - Salt Lake City Estate Planning & Investment Attorneys also offers services related to investment advising and the legal aspects of financial planning. To obtain a comprehensive understanding of all their specific legal and investment-related services, interested individuals are strongly encouraged to contact their office directly at (385) 270-9459 or +1 385-270-9459. A direct conversation will provide clarity on their full range of expertise and how they can assist with individual estate planning and investment needs within the Cottonwood Heights area.

The customer reviews underscore several key features and strengths of Oath - Salt Lake City Estate Planning & Investment Attorneys:

• Knowledgeable and Professional Attorneys: The firm is consistently described as "knowledgeable" and "professional," indicating a high level of expertise and adherence to professional standards in their delivery of services.
• Patient and Compassionate Approach: Ms. Crystal Flynn is specifically praised for her "patient" and "compassionate" demeanor, suggesting a client-centric approach where understanding and empathy are paramount, especially when dealing with sensitive topics like estate planning.
• Thoroughness and Attention to Detail: The firm's thoroughness in delivering their program and addressing client questions highlights a commitment to ensuring all aspects of the legal and financial plans are carefully considered and well-explained.
• Excellent Communication: The positive feedback regarding their willingness to answer all questions promptly and thoroughly indicates strong communication skills and a dedication to keeping clients informed and comfortable throughout the process.
• Team Collaboration: The mention of a "Fantastic Team" suggests a collaborative environment within the firm, ensuring that clients benefit from the collective expertise and support of multiple professionals.
• Respectful Interactions: David Broussard is specifically noted for being "kind and respectful," reinforcing the firm's commitment to treating clients with dignity and courtesy.

The enthusiastic testimonials from satisfied clients serve as powerful promotional information for Oath - Salt Lake City Estate Planning & Investment Attorneys. The direct quotes praising the attorneys' knowledge, professionalism, patience, compassion, and thoroughness act as strong endorsements for potential clients in the "Nearby Lawyers" category seeking specialized expertise in estate planning and investment. The emphasis on creating a comfortable environment for asking questions and ensuring client satisfaction highlights the firm's commitment to client care and understanding. The positive feedback about the entire team further reinforces the idea of a well-functioning and supportive legal practice.

The combination of specialized expertise in estate planning and potentially investment law, coupled with consistent praise for their knowledgeable, patient, and thorough approach, positions Oath - Salt Lake City Estate Planning & Investment Attorneys as a premier choice for individuals and families in the Cottonwood Heights area seeking guidance in these critical areas. Their commitment to clear communication, addressing all client concerns, and working collaboratively to establish suitable plans underscores their dedication to providing exceptional service and ensuring client peace of mind. The positive reviews highlight a firm that not only possesses the necessary legal and financial acumen but also prioritizes the comfort and understanding of their clients, making them a highly recommended resource for local estate planning and investment legal needs.

In conclusion, Oath - Salt Lake City Estate Planning & Investment Attorneys, located at 6975 Union Park Avenue, Suite 600, in Cottonwood Heights, Utah, offers specialized and highly regarded legal services in estate planning and potentially investment law to the local community within the "Nearby Lawyers" category. The overwhelmingly positive customer reviews emphasize their attorneys' knowledge, professionalism, patience, thoroughness, and compassionate approach, particularly highlighting the exceptional service provided by Ms. Crystal Flynn and the respectful interactions with David Broussard. For individuals and families in Cottonwood Heights and the surrounding areas seeking expert guidance in securing their financial futures and planning their estates with a dedicated and client-focused team, contacting Oath Law Firm at (385) 270-9459 or +1 385-270-9459 is a highly recommended step towards achieving their goals with trusted local professionals.