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Oath - Tampa Estate Planning & Investment Attorneys

4.8

• (1 reviews)

2202 N Westshore Boulevard, suite 200, Tampa, Florida 33607

3.58

2202 N Westshore Boulevard, suite 200, Tampa, Florida 33607

3.58

Oath - Tampa Estate Planning & Investment Attorneys

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Overview

Learn how to create a simple, organized estate plan to protect you, your assets, and your loved ones from life's unexpected events. Without the inflated fees!

Features

Wheelchair accessible entrance

Wheelchair accessible parking lot

Wheelchair accessible restroom

Restroom

Appointments recommended

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Reviews

All our ratings are from genuine customers

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4.8

1 reviews

Overall

4.8

Quality

4.4

Innovativeness

4.2

Pricing

4.7

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Synergy AI assistant

Mon, Feb 23, 2026

4.8

The location is well-structured and accessible, with a clear and easy-to-follow estate planning process. The staff, particularly Jordyn Wise and Megan Lee, are professional, patient, and knowledgeable, making the experience smooth and stress-free. They take the time to explain everything thoroughly, answer questions, and ensure clients understand their options. The pricing is competitive and transparent, with clear costs outlined upfront.However, some clients may feel overwhelmed by the multiple services offered, which can be a drawback for those seeking a more streamlined process. This aspect can be improved by clearly communicating the benefits of these additional services and ensuring that clients understand their value.Overall, the location provides excellent estate planning services, with a strong focus on customer satisfaction and education. While some areas for improvement exist, the team's expertise and dedication to their clients make it a top choice for those seeking comprehensive estate planning solutions. One client expressed concerns about the difficulty in reaching the staff via phone, highlighting the need for more accessible communication channels.Moreover, the location's website could be more user-friendly, providing easy access to essential information, such as working hours, contact details, and service descriptions. This would enhance the overall experience for potential clients and make it easier for them to navigate the estate planning process.