Estate Planning, Considered
At Black Oak Wealth, estate planning is designed to bring clarity, control and peace of mind - so you can move forward with confidence.
We work with individuals, families and professionals who value thoughtful planning that is fit for purpose and built to stand the test of time - not simply produced and filed away.
Every Moment Matters. This belief shapes how we work.
We take time to understand your life, your family dynamics, and your priorities before creating arrangements that protect your wishes and those you care about.
This may include carefully structured Wills, Lasting Powers of Attorney, and wider estate planning strategies - all tailored to work in practice, with appropriate consideration given to inheritance tax and longer-term legacy planning.
Insightful Articles
What's in a name
Black Oak Wealth
Inspired by the strength and longevity of the black oak tree, our name reflects deep roots, resilience, and thoughtful growth.
Just as an oak grows steadily over generations, tailored estate planning looks beyond today; considering the people and responsibilities that endure over time.
Rooted in values
Designed for longevity
Focused on Peace of mind