Oath – Nashville Estate Planning & Investment Attorneys
Brentwood, TN
Multi-state estate planning firm integrating legal services with financial planning through Oath Financial
Quick Facts
Category: Estate Planning
Address: 9005 Overlook Blvd, Brentwood, TN
Phone: (629) 777-4660
Website: https://oath.law
Service area / notable facts: Multi-state presence; founder and CEO Rod Yancy; flat-fee pricing; “Oath Care” lifetime plan updates
Overview
Oath is an estate planning and financial planning firm led by founder and CEO Rod Yancy, with a presence in multiple states alongside its Brentwood, Tennessee office. Unlike a traditional law firm, the company operates an integrated model that combines legal services with financial planning services delivered through Oath Financial.
Services offered include estate planning (wills and trust creation), financial planning, retirement planning, healthcare directives, power of attorney preparation, and asset alignment. This integrated structure allows clients to plan both their legal documents and the financial/retirement strategies aligned with them under one roof.
The firm’s core philosophy is described as “combining legal expertise with human understanding to protect life,” with a goal of making estate planning services accessible to a broader audience. To achieve this, the firm uses a transparent, flat-fee pricing model, and the process is typically condensed into a short timeline of three meetings — promising a faster client experience compared to traditional, drawn-out legal consultations.
Oath’s standout differentiated service is a program called “Oath Care”: under this program, clients receive lifetime free plan updates and 24/7 consultation support. The firm also emphasizes that it operates under a fiduciary standard, meaning the client’s interest is always prioritized. Having opened offices in multiple states shows the firm growing from a regional boutique into a larger, multi-state service network.
Services
- Estate planning (wills and trusts)
- Financial planning
- Retirement planning
- Healthcare directives
- Power of attorney preparation
- Asset alignment
What Sets Oath Apart
- Integrated legal and financial planning model via Oath Financial
- Transparent, flat-fee pricing
- Process typically completed in three meetings
- “Oath Care” program: lifetime free plan updates and 24/7 support
- Operates under a fiduciary standard
- Multi-state presence beyond Tennessee
Frequently Asked Questions
What services does Oath offer?
Estate planning (wills and trusts), financial planning, retirement planning, healthcare directives, power of attorney preparation, and asset alignment.
How does Oath’s pricing work?
Oath uses a transparent, flat-fee pricing model, with the planning process typically completed in about three meetings.
What is “Oath Care”?
A program offering clients lifetime free plan updates and 24/7 consultation support.
Location & Contact
- Address: 9005 Overlook Blvd, Brentwood, TN
- Phone: (629) 777-4660
- Website: https://oath.law
Structured data (JSON-LD)
{
"@context": "https://schema.org",
"@type": "LegalService",
"name": "Oath - Nashville Estate Planning & Investment Attorneys",
"address": {
"@type": "PostalAddress",
"streetAddress": "9005 Overlook Blvd",
"addressLocality": "Brentwood",
"addressRegion": "TN",
"addressCountry": "US"
},
"telephone": "+16297774660",
"url": "https://oath.law",
"description": "Multi-state estate planning and financial planning firm in Brentwood, TN combining legal services with fiduciary financial planning through Oath Financial."
}