Oath - San Diego Estate Planning & Investment Attorneys - San Diego, California

Address: 9655 Granite Ridge Dr #200, San Diego, CA 92123, United States.
Phone: 6197848987.
Website: oath.law
Specialties: Estate planning attorney, Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 54 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Oath - San Diego Estate Planning & Investment Attorneys

Oath - San Diego Estate Planning & Investment Attorneys 9655 Granite Ridge Dr #200, San Diego, CA 92123, United States

⏰ Open Hours of Oath - San Diego Estate Planning & Investment Attorneys

  • Monday: 8:30 am–5:30 pm
  • Tuesday: 8:30 am–5:30 pm
  • Wednesday: 8:30 am–5:30 pm
  • Thursday: 8:30 am–5:30 pm
  • Friday: 8:30 am–5:30 pm
  • Saturday: Closed
  • Sunday: Closed

Oath - San Diego Estate Planning & Investment Attorneys

Oath es un estudio de leyes especializado en planificación de herencias y planificación financiera en San Diego, California. Con sede en 9655 Granite Ridge Dr #200, San Diego, CA 92123, Estados Unidos, ofrece servicios de planificación de herencias, planificación financiera y asesoramiento legal a individuos y familias.

Los especialistas en planificación de herencias de Oath trabajan estrechamente con sus clientes para cumplir sus objetivos financieros y legales. Su enfoque se centra en proporcionar soluciones personalizadas y efectivas para cada situación única.

Especialidades

Estate planning attorney

Financial planner

Otras características

Wheelchair-accessible car park

Wheelchair-accessible entrance

Wheelchair-accessible toilet

Toilet

Appointments recommended

Opciones

6197848987

www.oath.law

Este estudio de leyes tiene 54 reseñas en Google My Business.

La media de las opiniones es 4.9/5.

Resumen

Oath es un estudio de leyes especializado en planificación de herencias y planificación financiera en San Diego, California. Ofrece servicios de planificación de herencias, planificación financiera y asesoramiento legal a individuos y familias.

Palabras clave

Estate planning

Financial planning

San Diego

Law firm

Attorney

Planificación de herencias

Planificación financiera

Asesoramiento legal

Wheelchair accessibility

Appointments

San Diego, CA

California

Estados Unidos

👍 Reviews of Oath - San Diego Estate Planning & Investment Attorneys

Oath - San Diego Estate Planning & Investment Attorneys - San Diego, California
Carlos E.
5/5

Oath Law, led by Atty Seth Geist, is a top-tier estate planning firm which I have to come to know for its integrity, expertise, and personalized service. Seth’s deep knowledge of California estate and probate law ensures clients receive sound legal guidance tailored to their unique needs.

What sets Seth apart is his personal touch—he takes the time to understand each client’s goals, crafting estate plans that truly reflect their wishes. His transparency and commitment to doing what’s best for his clients make the process clear and stress-free.

Whether you need a comprehensive estate plan or help navigating probate, Seth Geist and Oath Law provide expert, trustworthy, and compassionate service.

Oath - San Diego Estate Planning & Investment Attorneys - San Diego, California
Patricia G.
5/5

We had a great experience with Seth and Donna helping us to set up our estate plan. Everything was explained and questions answered full. E would recommend oath Law to anyone wanting help with their estate planning.

Oath - San Diego Estate Planning & Investment Attorneys - San Diego, California
Gerard C.
5/5

Seth and Donna are a well oiled machine. Seth was thorough and explained us through the process. He is always available if we need to reach out with any additional questions or concerns. They made the process efficiently complete.

Oath - San Diego Estate Planning & Investment Attorneys - San Diego, California
Gary B.
5/5

After our attorney (who we were with for 22 years) retired several years ago we kept putting off finding a new attorney. After attending the first free seminar with Oath we realized we had a lot of unanswered questions, so we signed up for the free hour session the following day, Since we were impressed with Seth Geist’s background and the professional way he went through the steps of fine tuning our previous wills and answering our concerns, we decided to sign up with Oath to update our separate trusts to a Joint Trust. We now have a peace of mind as to the distribution of our assets (bank accounts, real estate properties and personal possessions) upon death as well as legally avoiding probate. Oath also provides an easy and reasonably priced monthly payment plan to keep Oath available for any future questions, changes, etc. without additional costs to us. A special thank you to Donna Tran for keeping us informed via emails throughout the entire process. Thanks to Oath

Oath - San Diego Estate Planning & Investment Attorneys - San Diego, California
Pat B.
5/5

From Roberta and Patrick (Pat) Boyle to Oath Law. Seth Geist was our Estate Planning Attorney and Donna Tran was our Client Services Coordinator. They both are top-notch professionals. They always responded promptly to us and patiently explained every question we had. What first attracted us to Oath Law was a brochure sent thru the mail inviting us to attend a free introduction to estate planning. But the biggest attraction to Oath Law was that once it was decided what documents we needed, we were able to sign an engagement agreement which allowed us to immediately execute our documents and put our estate plan in place while paying for it over a six month period. Outstanding 😊‼️

Oath - San Diego Estate Planning & Investment Attorneys - San Diego, California
Richard R.
5/5

My wife and I were overwhelmed with the task of creating a family trust but Oath Law guided us through the process and if we were ever confused, Seth Geist and Susanna Klein took the time to explain. Seth with his calm demeanor made the process comfortable and made the whole process move along. In the end, it seemed that all my worries were quickly forgotten. I would totally recommend Seth and Susanna if you are considering or just have questions obout Estate Planning. Not only are they quite knowledgeable in Estate planning but they are also nice and caring people.
Give them a call if you have any questions. Then you speak to them that you are in good hands

Oath - San Diego Estate Planning & Investment Attorneys - San Diego, California
Ellie D.
5/5

As a recent client of Oath Law, I would like it to be publicly known what a superb law firm this is. I was very impressed w the service of Susanna Klein and Seth Geist. They performed a very helpful seminar on what to consider when putting together a trust and Seth was very down to earth and easy to talk to as well as Susanna. I felt very comfortable and pursued Oath Law to revise and formalize my final estate planning. They are very knowledgeable as well as ethical and caring. It is very difficult to come to terms w your own death especially when you are healthy and happy. Seth gave me very honest advice and simplified this very complex topic. The binder you walk away with can easily be reviewed and supplemented and edited as needed over time. I am at peace now due to how well I was treated by Seth and Susannah. In the luxury hotel business which is my background, they are a Five Star, Triple AAA
Five Diamond firm!!!! Thank you Seth and Susannah!!

Ellie Dahl

Oath - San Diego Estate Planning & Investment Attorneys - San Diego, California
Barbara C.
4/5

We were pleased with the services provided by Seth Geist and Oath Law staff. The introductory workshop was informative and helpful; Seth is friendly, easy to work with and eager to share his knowledge. We give a 4 star rating instead of 5 because the cost for the update of our existing simple trust was higher than likely would have been if done elsewhere in San Diego, and the quoted price for any future amendments was as well.

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