Our

Lexington

Office

3499 Blazer Parkway, Suite 330, Lexington, KY 40509

Location Info

Address
3499 Blazer Parkway, Suite 330, Lexington, KY 40509
Phone Number
(859) 788-3577
Email Address
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Our

Lexington

 Attorneys

Attorney Headshot

Jacob Sherman

Estate Planning Attorney

Attorney Headshot

Jacob Sherman

Estate Planning Attorney

Attorney Headshot

Jacob Sherman

Estate Planning Attorney

Interview with

Jacob Sherman

Clients prioritize ease and seek guidance on how to prepare their families for the future. They appreciate having a knowledgeable professional who can answer their questions clearly.

What’s unique about your state and what do you think matters?

In Kentucky, a significant legal issue involves the ineffective execution of trusts. For instance, I assisted a widow who struggled to transfer her late husband’s car to her niece because the vehicle was solely in her husband's name. Despite her best efforts, the only solution was to undergo the probate process, which proved challenging given her physical condition.

What do you like best about your community/clients in your area?

Our community values family and forward planning, which reduces future complications and disputes.

What do clients in your community ask the most questions about?

Residents frequently inquire about tax minimization, probate avoidance, and maintaining privacy in their financial and legal affairs.

Our

Lexington

 Team

Attorney Headshot

Jill Schmitt

Financial Planning Coordinator

Our

Lexington

 Attorneys

Jacob Sherman
Estate Planning Attorney

Our

Lexington

 Team

Jill Schmitt
Financial Planning Coordinator

Interview with

Jacob Sherman

Estate Planning Attorneys in

Lexington

Estate Planning Attorneys in Lexington, Kentucky

Estate planning is one of the most meaningful gifts you can give your loved ones. At Oath Law, our Lexington office helps families create clear, customized estate plans that bring confidence and peace of mind. Whether you're updating an existing plan or starting fresh, we make the process simple, supportive, and tailored to your life.

Trust and Estate Attorneys in Lexington

A trust can be one of the most effective tools for managing and protecting your assets. Oath Law's Lexington trust attorneys help you understand the benefits of both revocable and irrevocable trusts, and how each can support your estate planning goals.

A revocable living trust keeps you in control while simplifying the process for your loved ones in the future. An irrevocable trust can provide enhanced protection and long-term structure for your assets. Our team explains each option in clear, practical terms so you can make informed decisions that align with your values, family needs, and financial goals.

Wills and Estate Planning Lawyers in Lexington

A will is the cornerstone of a complete estate plan. It ensures your assets are distributed according to your wishes and helps your family avoid confusion during an already difficult time.

At Oath Law, our Lexington estate planning lawyers guide you through every detail — naming beneficiaries, selecting guardians, organizing personal property, and addressing digital assets. We make the process understandable, pressure-free, and deeply personalized. You'll walk away with a will that reflects your priorities and protects your loved ones' future.

Power of Attorney Lawyers in Lexington

A Power of Attorney (POA) is an essential document that names someone you trust to manage your financial and legal matters if you're unable to do so. Without a POA in place, your family may need to go through court proceedings just to handle basic responsibilities.

Our Lexington team helps you choose the right agent, define their roles clearly, and establish a POA that supports your long-term needs. With a durable POA in place, you can rest easy knowing someone you trust is empowered to help when it matters most.

Healthcare Directives and Living Wills

A healthcare directive or living will allows you to outline your medical preferences in the event you cannot speak for yourself. These documents give your loved ones clarity, reduce uncertainty, and ensure that your care aligns with your values.

At Oath Law, we guide Lexington families through compassionate conversations about medical priorities, life support decisions, and end-of-life preferences. Your final documents will be clear, accessible, and created with care — giving your family confidence and peace during difficult moments.

Why Families Choose Oath Law

Families throughout Lexington choose Oath Law because we make estate planning approachable, transparent, and deeply supportive.

Here's what sets us apart:

Flat-fee pricing — no hourly billing or surprises.

No upsells or litigation — just estate planning done right.

Educational, client-friendly process designed to reduce stress.

Exclusive focus on estate planning — our only practice area.

Ongoing support and secure digital document access.

Plans built to adjust as your life and family evolve.

Meet Your Lexington Estate Planning Team

Our Lexington estate planning team is committed to helping Kentucky families build plans that truly fit their lives. We focus on listening first — understanding your priorities, your concerns, and your goals. Every plan is customized from start to finish, with no legal jargon or high-pressure tactics. Just clear guidance, thoughtful conversations, and a plan you can rely on for years to come.

Frequently Asked Questions

1. What's the difference between a will and a trust? A will takes effect after death, while a trust can manage your assets both during your lifetime and afterward.

2. Do I need both a will and a trust? Many families benefit from both. A trust simplifies management and asset transfer, while a will names guardians and covers items not placed in the trust.

3. Who should I choose as my Power of Attorney? Select someone trustworthy, organized, and capable of making financial decisions on your behalf.

4. When should I update my estate plan? You should review your plan every few years or after major life events like marriage, divorce, or buying a home.

5. What happens if I don't create an estate plan? Without a plan, state law determines how your assets are distributed — which may not match your personal wishes.

6. What is a living will? A living will outlines your preferences for medical treatment if you can't communicate your decisions yourself.

7. Can digital assets be included in my estate plan? Yes. Your estate plan can cover online accounts, digital files, and social media profiles.

8. How can estate planning help blended families? A well-designed plan ensures each spouse and child is cared for in the way you intend.

9. What are common estate planning mistakes? Delaying the process, failing to update documents, and choosing the wrong decision-makers are frequent issues.

10. How long does the estate planning process take? Most Lexington clients complete their plans in just a few weeks, depending on complexity and scheduling.

Client Testimonials

"The Lexington team made the entire process simple and reassuring. I finally feel prepared."

"Everything was explained clearly and with patience. I felt supported from start to finish."

"The flat-fee pricing helped me feel confident and in control of the process."

"Everyone was warm, professional, and genuinely focused on helping my family."

"Oath Law took what felt overwhelming and made it easy. I'm grateful for their help."

Contact Oath Law in Lexington

Office Address: Oath Law – Lexington Office 300 E Vine Street, Suite 400 Lexington, KY 40507

Phone: (859) 555-0614

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