Oath Expands Flat-Fee Estate Planning Model With Upfront Pricing and Defined Service Scope

NEW YORK, USA Oct. 7, 2026 — Oath today announced an expanded focus on flat-fee estate planning services, establishing upfront pricing and defined service scopes for eligible estate planning engagements. The company said the model is designed to provide clients with the pricing and service information applicable to an engagement before legal work begins.

Under the flat-fee model, the agreed price is established in advance for the services included in the engagement. The scope of work may vary based on an individual's circumstances, the documents required and the level of planning and implementation assistance involved.

Estate planning engagements can involve different combinations of legal documents and services. Depending on individual circumstances, planning may include a will, revocable living trust, powers of attorney, healthcare directives and related documents. Trust-related engagements may also include assistance with transferring or retitling certain assets.

Oath said the defined scope is an important part of its flat-fee approach. The engagement agreement identifies the services covered by the quoted fee, while work outside the agreed scope may require additional services, fees and client approval. This can include certain additional meetings, revisions, communications, implementation assistance or future planning needs, depending on the terms of the engagement.

The company's expanded focus on defined estate planning fees comes as a significant portion of American adults continue to report that they do not have a will. According to Caring.com’s 2024 Wills Survey, 32% of American adults reported having a will, representing a decline of 6% from the previous year. The survey also found that 40% of respondents without a will said they did not have enough assets to leave to others.

The survey provides broader context for estate planning decisions, although the reasons individuals do not complete estate planning can vary. Cost perceptions, uncertainty about the process, family circumstances, asset ownership and the complexity of an individual's situation can all affect decisions about when and how to establish an estate plan.

Oath's model separates the price for defined services from work that may fall outside the original engagement. The company said this structure is intended to establish the financial terms and scope of an engagement before the planning process begins.

Estate planning costs can vary according to state requirements, the documents involved, family circumstances, asset ownership, tax considerations and the amount of implementation assistance required. As a result, comparing estate planning services solely by total price may not provide a complete picture of what an engagement includes.

Oath combines its estate planning services with fiduciary, fee-only financial advisory support. According to the company's service model, fee-only advisory services are compensated directly by clients rather than through product commissions.

The combination of estate planning and financial advisory services can also involve coordination between legal documents and financial arrangements. Beneficiary designations, asset ownership, trust provisions and investment arrangements may each affect how an estate plan operates. The appropriate structure depends on individual circumstances and applicable law.

Under the flat-fee arrangement, the defined scope remains an important part of the engagement. A fixed fee applies to the services specifically included in the agreement and does not necessarily cover unlimited future legal assistance. Additional work may be subject to separate terms and fees.

Clients considering an estate planning engagement can review the agreement before signing to determine which documents and services are included, how revisions and communications are handled, whether trust-funding or asset-transfer assistance is included, what circumstances may result in additional charges, and how future updates are priced.

Transparent estate planning pricing is one element of Oath's approach to estate planning services. The company said clients should also consider the scope of services, their individual circumstances and the implementation requirements associated with their estate plan.

With the expanded focus on flat-fee estate planning, Oath is positioning upfront pricing and defined service scope as central components of its engagement model. The company said establishing these terms before work begins allows clients to review the financial and service parameters of an engagement before proceeding.

About Oath

Oath provides estate planning services focused on defined service scopes and upfront pricing for eligible engagements. The company also provides fiduciary, fee-only financial advisory services to individuals and families. Oath's services are designed to address estate planning and related financial planning considerations based on individual circumstances.

Media Contact

Contact Person: Mike Thomas
Company: Oath
Email: info@caring.com
Website: https://www.caring.com/

 View the Original Press Release on SP Tech Solutions.