What You’ll Learn
We’re going to show you what you need to be doing now to protect your home, assets, and family from predators.
We’ll explain the documents that safeguard everything that you’ve worked hard for, so you can make informed decisions for you and your loved ones.
We even explain how tax and financial planning can help you keep what you’ve earned and grow your retirement wealth – something your accountant can’t do.
Location
Address
Show on mapCourtyard by Marriott - Midlothian Conference Center
Tom A. Coleman Room
3 Community Circle Drive
Midlothian, TX 76065
Dates
Upcoming dates coming soon. Explore the workshop and join the list for early access.
What to Expect
- No pressure—just helpful information you can use however works best for you.
- A practical 1-2 hour session designed around your questions and concerns.
- After you register, we’ll give you a quick call to confirm your spot and send a follow-up email with all the details.
- The day before the workshop, we’ll send a gentle reminder so it’s fresh on your mind.
Title
Estate Planning Attorney
Education
University of Oklahoma College of Law
Bio
Rachel is the Managing Estate Planning Attorney for Oath in Dallas, where she applies a strategic, business-minded approach to estate planning. Dedicated to helping hardworking individuals safeguard everything they've built, Rachel leverages a comprehensive educational background that informs her counsel. She earned her Bachelor's degree in both Business Administration and Marketing from the University of Oklahoma, followed by her Juris Doctor from the University of Oklahoma College of Law. This foundation allows her to analyze and structure estate plans with precision and clarity. A DFW native, Rachel grew up in Arlington and is licensed to practice law throughout the state as a member of the Texas Bar Association, giving her a deep, local commitment to the community she serves.