About Us

A legal practice based on providing you and your family with peace of mind.

OK, we know what the title of this page says – “About Us.” But at Oakstone Law, we’re really all about you and your family. So let’s talk about you for a minute.

You’ve worked hard for your success. As you consider long-range decisions critical to the financial security of your loved ones, you want the best legal advice, delivered with a high level of service at a fair cost. Value and convenience are extremely important to you.

If that sounds like you, here’s great news – we’ve designed Oakstone Law around the needs of people exactly like you.

We’ve eliminated billing by the hour, so we can take whatever time is necessary to understand you and serve your unique needs. You can ask us questions whenever you have them, at no extra cost, and get a fast answer. You also know your entire cost for our services up front, with no surprises.

Your work with us benefits from the best available technology and security. That enables you to access your information conveniently and securely and communicate with us easily. We’re available where and when you need us.

Every aspect of our approach is driven by one goal: To provide you and your family with peace of mind.

To find out how we can help you, click here to Contact Us. We’ll call or email you back to get you started on the path to feeling secure about your family’s future.

Our experience:

Over two decades of managing estate and trust related problems and opportunities for clients has taught us a lot. We’ve worked with assorted billionaires and millionaires, including Forbes 400 members, pro football team owners, professional athletes, and C-level executives of public companies. Along the way, we’ve learned a thing or two about how effective planning works, and where things can break down.

But we’ve also learned that for you, it’s not just about us being expert technicians. We’ve listened and learned about the hassles that drive clients and their families crazy – and how to avoid them. Are you familiar with or tired of things like surprise invoices, confusing or vague pricing, unreturned phone calls and emails? Unfortunately, these are all too common in the professional services world.

But you won’t experience those with us. At Oakstone Law, we recognize that you’re not just looking for expertise, you’re looking for professionals who care about you and your family. And we’re focused on delivering the highest quality service to you and your family.

Our mission:

Delivering peace of mind with the highest quality, most enjoyable service our clients, their families and their advisors have ever experienced.

Our Approach — Are we a good fit for you?

We recognize that it’s impossible to be all things to all people, and we may not be the right law firm for everyone. Here are some things to think about when considering us:

  • Is quality important to you? Because if you usually choose the cheapest option, or make choices based on cost alone, we might not be for you. We provide exceptional service at a fair price, but we are not the cheapest.
  • What’s important to you in a business relationship? We are not a big corporate firm, and we celebrate that. We believe that sincere working relationships are based on listening, trust and understanding, not pumping profit to the equity partners.
  • Do you like fun and positive outlooks and experiences? At Oakstone, we have a simple “No Jerk Rule.” We don’t hire them, and we don’t work for them. Life’s too short. We promise you’ll be treated right, with courtesy and friendliness, and we ask the same in return from you. Our friends, clients and professional partners appreciate that we’re not stuffy and bring a good sense of humor to the office. Smiles are part working with us, no extra charge.

Your next steps:

Heard enough? Click here to Contact Us. We’ll call or email you back to get you started on the path to feeling secure about your family’s future.

Want to learn a little more? Check out our blog, where we post updates about things that are important to our clients & people like you. In fact, here’s a page of our most popular posts to get started.


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Oakstone Law
1415 Panther Lane, Suite 439
Naples, Florida 34109
Tel: 239.206.3454