Oath

What Oath does

Oath is a privately held national estate planning law firm and fiduciary financial advisory practice founded in 2010 by Rod Yancy and headquartered in Tulsa, Oklahoma (with primary operating presence in Oklahoma City). It operates through Oath Law, PC and adjacent sub-brands (Oath Financial, Oath Planning, Care by Oath, Oath Collective), delivering integrated estate planning (wills, trusts, powers of attorney, healthcare directives) and fee-only financial planning and investment management to everyday families, pre-retirees, small business owners, and first-time planners across 21 states. The firm's technology stack centers on the Care digital platform, providing 24/7 secure client portal access to healthcare and estate documents, ongoing plan management, and a concierge interface, plus proprietary tooling for the Oath Collective attorney network covering deed drafting, marketing, and operational systems.

Revenue is generated through a multi-stream model: flat-fee estate planning engagements, fee-only fiduciary financial planning and investment management, the $58/month Care membership subscription, and a $500-per-referral channel partner program. Go-to-market combines 55+ physical offices, virtual consultations, a workshop-led demand generation engine spanning 32+ markets, national media presence, and sports sponsorship (Patrick Reed at the 2026 Masters). Distribution is hybrid, including direct office consultations, virtual inside sales, in-person workshops, and the Oath Collective channel partner network that lets independent attorneys operate under the Oath brand. The firm is founder-owned with no disclosed external funding or institutional investors.

Name

Oath

Legal name

Oath Law, PC

Website

https://oath.law

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

Oath is a privately held national estate planning law firm and fiduciary financial advisory practice, founded in 2010 and operating across 32 markets in 21 states. It serves everyday families, pre-retirees, and small business owners with integrated estate planning, financial planning, and a $58/month Care membership subscription.

Ownership category

akta.pro rank

Product category

Estate Planning and Financial Advisory Services

NAICS

Offices of Lawyers (541110), Legal Services (5411), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (525920)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Family & Private Client (Trusts & Estates) Law (BPAHAAAK)

akta.pro secondary industries

Trust Administration & Fiduciary Accounting Services (FSAAANAF), Estate & Probate Administration Services (FSAEAKAD), Trust & Estate Tax Planning & Compliance (FSAEAKAE)

Keywords

• Estate planning services
• Fiduciary financial advisory
• Wills and trusts
• Retirement planning services
• Estate law firm

Headquarters

HQ city

Oklahoma City

HQ country

United States

HQ region

North America

Offices55 records

Markets served

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Estate Planning Services: One-time professional services fees for creating wills, trusts, powers of attorney, healthcare directives, and comprehensive estate plans. Operates on a flat-fee model with transparent upfront pricing.
2. Financial Planning Services: Fiduciary financial planning, investment management, retirement planning, tax strategy, and insurance review services. Provided through fee-only structure with no commissions.
3. Care Membership Subscription: Monthly subscription program at $58/month providing ongoing estate plan updates, 24/7 document access, trust funding support, and on-call estate planning concierge. Creates predictable recurring revenue and client retention.
4. Referral Partnership Fees: Earn $500 per successful referral from partner professionals in the referral partnership program.

Pricing tiers

Go-to-market motion4 records

Distribution channels4 records

Marketing channels6 records

Core offering

Oath is a national estate planning law firm and fiduciary financial advisory practice that integrates legal estate planning services (wills, trusts, powers of attorney, healthcare directives) with fee-only financial planning, retirement, tax, and investment services under one roof. The firm serves individuals and families across 21 states through 55+ physical offices and virtual consultations, charging transparent flat-fees rather than hourly billing, and offers an ongoing Care membership plus the Oath Collective channel program for independent attorneys.

Product overview

Oath is a national estate planning law firm and financial advisory practice that operates as a unified platform combining legal and financial services. The core offering consists of Oath Law (estate planning services including wills, trusts, powers of attorney, and healthcare directives) and Oath Financial/Oath Planning (integrated fiduciary financial planning and investment management). Supplementary products include Care by Oath ($58/month ongoing membership for document access and plan updates), Oath Collective (growth partnership for estate planning attorneys), and the Referral Partnership Program. Oath serves everyday families nationwide through 51 office locations and virtual consultations, operating on a flat-fee pricing model with fiduciary obligations.

Differentiator

Problem solved

Functional benefit

Products and services

• Oath Law (Estate Planning Services) Oath's primary estate planning practice offering wills, trusts, powers of attorney, healthcare directives, and comprehensive estate plans. Attorneys operate as fiduciaries providing transparent flat-fee pricing with no hidden fees.
• Oath Financial (Financial Planning Services) Fiduciary financial planning, investment management, retirement planning, tax strategy, and insurance review services integrated with estate planning.
• Oath Planning Comprehensive financial planning practice that integrates with estate planning, offering fee-only structure with fiduciary advisors focused on long-term stability over short-term gains.
• Care by Oath Ongoing membership program providing 24/7 digital access to health documents, discounted plan updates for life changes, complimentary annual plan reviews, and on-call estate planning concierge. Over 1,000 clients have joined at $58/month.
• Oath Collective Growth partnership program for estate planning attorneys providing proprietary technology, recruiting/marketing support, executive coaching, deed drafting expertise, and the Oath brand with protected market access.
• Referral Partnership Program Referral program allowing professional partners to earn $500 per estate planning referral, with Oath handling the full process and providing reciprocal referrals back to partners.
• Estate Planning Workshops Free educational workshops led by practicing Oath attorneys covering estate planning fundamentals, retirement, tax strategies, business succession, and charitable planning topics.

Quantifiable outcome

• Over 1,000 Care membership subscribers demonstrate client retention and recurring revenue success
• +1 more outcomes

Named customers1 record

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Four partnerships are on record, tiered minor and core.

• Patrick ReedminorGTM or Marketing Partner · 6 April 2026Patrick Reed, professional golfer and former LIV Golf member, signed a sponsorship deal with Oath. He wore Oath branding at the 2026 Masters tournament, providing brand visibility in the sports media space. Reed expressed excitement about returning to the PGA Tour and continues to represent Oath as a brand ambassador.
• Professional Referral PartnerscoreChannel Partner/ Reseller/ DistributorAttorneys, financial advisors, and other professionals join the Referral Partnership Program to refer clients needing estate planning services. Partners earn $500 per successful referral and receive reciprocal referrals back to their own practices. This creates an ongoing referral network that drives qualified leads to Oath.
• Oath Collective AttorneyscoreChannel Partner/ Reseller/ DistributorEstate planning attorneys join the Oath Collective network to operate their firms under the Oath brand. They gain access to proprietary technology, marketing support, recruiting, deed drafting expertise, executive coaching, and operational best practices. In return, Oath expands its geographic footprint and brand presence through these partner firms.
• VistaJetminorGTM or Marketing PartnerPatrick Reed also signed a sponsorship deal with VistaJet around the same time as his Oath partnership, indicating a coordinated sponsorship approach for the professional golfer's brand partnerships.

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• FreeWill: A nonprofit-supported online will-creation platform that provides free or low-cost estate planning documents. Comparable to Oath in targeting everyday families and removing access barriers, though positioned as a lead-generation tool rather than a full-service firm.
• Trust & Will: A direct-to-consumer online estate planning platform offering wills, trusts, and related documents at accessible flat-fee pricing. Highly comparable to Oath's flat-fee, consumer-friendly positioning but delivered digitally rather than through physical offices.

Broad incumbents

• Rocket Lawyer: An online legal services subscription platform offering wills, business documents, and on-demand attorney consultations. Comparable to Oath in combining technology with legal service delivery and targeting non-wealthy consumers, though broader in scope.
• Cetera Financial Group: A national network of independent financial advisors offering wealth management, retirement, and estate planning services. Comparable to Oath in coordinating financial and estate planning advice for clients across multiple geographies.
• Northwestern Mutual: A large, established financial services firm offering insurance, investment, and estate planning services through a national advisor network. Comparable to Oath's integrated financial and estate planning offering but operating at much greater scale with a commission-influenced model.
• LegalZoom: A large, established online legal services marketplace offering wills, trusts, business formation, and other legal documents. Overlaps with Oath on core estate planning products but operates across a much broader legal services portfolio and primarily digitally.

Emerging players

• Heritage Financial Planning: A regional financial advisory practice combining retirement, tax, and estate planning under a fiduciary model. Comparable to Oath's integrated legal-and-financial fiduciary positioning, but at a smaller regional scale.
• Wealth.com: An estate planning and wealth transfer platform serving financial advisors and RIAs with digital tools. Comparable to Oath's integration of estate planning with financial advisory workflows, operating in the same intersection of legal and financial services.
• Snug: An online estate planning marketplace connecting consumers with vetted local estate planning attorneys in their state. Comparable to Oath's attorney-network model and target market, though delivered as a marketplace rather than a unified branded firm.
• Vanilla: An estate planning software platform built specifically for financial advisors to deliver estate plans to their clients. Comparable to Oath's integrated legal + financial planning vision, but positioned as a B2B technology layer rather than a direct-to-consumer firm.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/oathlaw
• LinkedInlinkedin.com/company/oath-law
• Instagraminstagram.com/oathlaw

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Oath