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9655 Granite Ridge Dr #200
San Diego, California 92123
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 m
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 t
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 s
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.
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.
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
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
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.
I have nothing but compliments for their excellence! Atty Seth was very professional, knowledgeable, polite and PATIENT! Together with Susanna, they made us feel like we're special customers and made sure that all our questions and doubts were answered and clarified. They always took the time to listen to us and never displayed any impatience or rudeness. Most importantly, the Trust they created for us perfectly reflects our wishes. Compared with other Estate Planning attorneys, they seem to be pricier, bu
I'm very pleased with the care, concern, and direction provided to me by Seth Geist and Donna Tran in the design of my will, trust and other important documents. They put me at ease in the discussion of these important matters and presented me with a comprehensive portfolio that will assist my loved ones upon my death. I highly recommend them and Oath Law.
Seth and his assistant Susanna have been very helpful, very nice and always responded promptly to any questions or concerns. Seth made the process easier to understand. He was very patient and explained very well. The cost was affordable. I would recommend this office to anyone especially those needing a Trust but hesitant to do so. Seth will truly help you.
My husband and I started our Trust process by attending a near by our home seminar that introduced us to the importance of having a plan in place for our peace of mind as well as for our loved ones once we our gone. The process itself was emotional as well as informative, knowing that we our taking this time , the same time we have taken with our children as they were growing up. The Trust will guide and help them to carry out our wishes as written. The Trust will also give them the responsibility of contin
My we are elated to have had the opportunity to complete our trust with Oath. Seth and Susanna were essential elements in assuring that we were guided through the process with extreme confidence in achieving our goals. During the process we all seemed to have bonded, which made it so much easier. Thank you for procuring our trust which is an essential part of our later years. Sincerely Lisa and Dave
I found the seminarso helpful in making my understanding of the process and different approaches. Everything after was easy. Seth and Donna were efficient, helpful and i appreciated their smiles and easy going nature.
We had a wonderful experience with Oath Law. Seth was always so helpful kind and patient. We had a lot of questions and he was always ready to answer the question and explained it so we could understand. Susanna always answered phone message right away. Susanna was always there ready to help as well. Made us both feel like a valued customer and most important gave us peace. Thank you!
Seth and Donna were so wonderful to work with. We had our trust updated which was long overdue. Just knowing it is updated has lifted a lot off my mind. Thank you, Oath Law.
Seth and his team at Oath Law are the BEST! They are professional, fairly priced, and very easy to work with. We are very pleased with the Trust that we created with their expertise.
The whole experience was lovely. Seth and Susanna were very casual and very professional. Getting my trust updated has been on my bucket list for quite sometime and I feel better knowing it's complete.
I have to say that we had a great experience from day 1; friendly support and no sales pressure whatsoever. Communication was superb, and questions answered immediately. My wife and I had a great experience with Seth Geist and Chloe King (office personnel are friendly as well). We highly recommend them to anyone needing to get Trusts and Estate Planning services.
Oath Law is the place to go for estate planning. they work with you and explain every thing in death so there is no wondering or worrying about it being done right. glad we went to there seminar . Dean & Diane
Our attorney Seth Geist was so knowledgeable and gave us options to create our Trust. He kept everything on schedule. Learned a lot.
Me and my wife finally signed our Living Trust prepared by Seth Geist of Oath Law. We went thru process smoothly making sure we understood everything. Great job!
I have a wonderful experienced , Seth is very knowledgeable in the field. I don't have any hesitation to recommend him to my friends. And thank you both Seth and Susanna for the assistance.More power to Oath Groups .
It was a pleasure working with Seth Geist Estate Planning Attorney & Susanna at Oath Law. I had been procrastinating for years getting this done, A very good friend invite me to a work shop & being informed about the details, made it clear if u r planning to leave anything to ur love one. The living trust makes it plain & u can as but in any claws u don't want change. I had everything I wanted put in place so everyone would know my wishes. So I give Oath Law a thumbs ?? up.
The team of Jesa De Leon and Chloe King were extremely knowledgeable and experienced in estate matters. My wife and I were totally satisfied with the service they provided and the very professional documents they prepared. I know I can count on Jesa and Chloe in the future whenever we require updates or have questions. I would highly recommend the Oath professionals to anyone looking to have their estate matters in order and easy to understand for their descendants. Don't wait too long to get this done!
Very pleased with the estate planning services by Seth & the team at Oath Law. I first met them at one of their introductory workshops, and learned a lot from that (e.g. the pros/cons between Will/Probate process, v. creating a Trust). Decided to sign up with them, and pleased the outcome.
We are not wealthy people, actually we're way behind in our retirement years because we are raising our grandchildren. We also have special needs adult children. With all these life hurdles, it is with a feeling of relief that we place our financial and estate concerns into the hands of Oath Estate Planning and Investments. Thank you for all your help.
The dealings with Oath law, made a somewhat difficalt task into a pleasureable experience. The knowledge between Seth and Chloe, helping you to understand the estate planning law, helped the whole process go alot easier.I would highly recommend Oath law to anyone,who would like to feel at ease with their assets.Thank again !! Keep up the great work !!
Started with a very informative seminar, learned a lot about estate planning. We decided to proceed to a one on one meeting with Jesa& decided to have Oath Law create our family trust. Everyone was so helpful & professional. Jesa is a great attorney to work with, explained everything in a way that was easy to understand. Highly recommend!!
Our experience was great. Our hosts walked us through all of our questions and made our Living Trust process very easy and professional. Thanks Seth and Susanna for your help!
Seth and Susana were a pleasure to work with. Seth guided me through this process and patiently worked with me throughout the revisions. Not to mention they are both nice and kind. I highly recommend Seth.
I highly recommend attorney Seth Giest and project manager Chloe King at Oath Law. They paid attention to what I needed and were kind and thoughtful. They guided me through the entire estate planning process and answered all my questions. I left their office feeling comfortable and protected..
Oath professionally handled our estate planning. Atty. Seth Geist and Susana Klein are very accommodating and nice to deal with.
First Brad and I would like to thank Jesa and Chloe for making this important experience both enjoyable and easy to understand. It's never fun to discuss end of life plans but I know Brad and I feel much better knowing everything is taken care of. You both have been a pleasure to work with. Thanks again!
McKenzie was very helpful and explained everything we needed to know about creating a trust. We would recommend her and Oath Law for anyone who wants peace of mind for the future.
Seth and Chloe were great. They made the whole process of creating a trust easy and affordable. Every question I had was answered in language that I could understand.
I WOULD NOT RECOMMED THIS COMPANY. I signed up and hit problems with in a week. Seth and JJ were very nice.BUT, I was told I would receive an email/call on what to bring to my appointment. Never received them. Seems they sent the information I would need to bring to someone else. I called to cancel the firm as far as handling my estate. STILL WAITING FOR MY REFUND. 3 WEEKS, NOW GOING ON 4. They don't call back and they don't answer when I call. If this is how it is to get my money back, how the heck would
I enjoyed working with you and Seth. Yes it is a huge relief to have my estate plan done. I don't have to stress out over it anymore. Thank you both.
Seth is fantastic Understanding and listens remembers what you say very kind and explains so we understand
Excellent experience. Seth and Susanna are very knowledgeable and thorough. Very happy with our estate plan.
They were friendly, efficient, thorough, and explained everything very clearly. The cost is reasonable and you can pay it monthly.
Wonderful. Very thorough. Answered all questions. Explained everything. Very personable. Put you at ease and gave you confidence.
They were amazing. They help us so much we are so happy with the outcome.
Professional, knowledgeable, and most important, understands their clients wants and needs.
Very easy and affordable to set a Family Trust (Estate planning and will)
Very well organized and clear process with helpful and friendly support.
Very professional, very helpful
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.