Vaishali: From Endless Tasks to Empowered Practice

Before joining Oath, Vaishali managed a small civil litigation firm where her days were a constant juggle. The practice, encompassing everything from real estate and landlord-tenant disputes to personal injury, meant that Vaishali was doing it all: confirming appointments, handling administrative tasks, managing billing, and then, finally, practicing law. "Everything from start to finish is kind of up to you. There's not a whole lot of support," she explains about starting her own firm. While her days were filled with "a lot more busy work and a lot less practicing law." She wanted a role where she could focus on the legal work rather than the logistical demands.

Driven by a desire to feel good and genuinely help people—the core motivation that led her to law school—Vaishali looked for a different path. She transitioned to estate planning with Oath, embracing their F3 (Firm Future Formula) method and the integrated tech stack. This move proved to be the "right fit" she had been searching for, allowing her to achieve a fulfilling career while maintaining a healthy work-life balance.

Finding Fulfillment

The shift to estate planning brought a sense of purpose. Vaishali describes her previous civil litigation practice as lacking the direct fulfillment she craved. "I didn't really feel like that's what I was doing in litigation," she says.

Now, two years into her estate planning career with Oath, Vaishali affirms this sentiment: "It is exactly that." Working as an estate planning attorney means "clients are walking away pretty happy. And you feel like you've really accomplished something for them." This focus on positive outcomes and direct client impact has revitalized her career enjoyment.

Enhanced Work-Life Balance and Peace of Mind

Vaishali has always strived for work-life balance, especially as a mother of two young children. However, the F3 method has undeniably enhanced her ability to achieve it. "This is definitely the kind of role where when you come home, as long as you did what you needed to do that day in the office, you can turn off your computer, not worry about it and really be present at home too," she shares.

The difference lies in the team support and the structured nature of the work. Previously, Vaishali constantly had her computer out, with everything dependent on her individual efforts. Now, she enjoys the peace of mind that comes from a dedicated team. "It has created a lot more calm when I'm not working. I'm not constantly worried about what is going on in the office. I can really separate the two."

Confidence in Client Conversations

Oath's training and environment have dramatically influenced Vaishali's approach to client conversations and the sales process. She notes the training has become "even more detailed and supportive than it even was a couple years ago," ensuring new attorneys feel comfortable handling the sales aspect of estate planning.

Vaishali highlights confidence as the biggest change in her sales conversations. "Confidence is built, I feel, when skill meets support," she explains. Having the legal expertise combined with the backing of her team empowers her. "You really do feel confident in what you're doing and what you're offering to clients." This confidence translates into a genuine desire to help, making the process feel less like a "sale" and more like providing a valuable service. "When you're doing it right, it doesn't feel like sales," she says.

The Technology Behind the Efficiency Gains

The technology behind Oath’s F3 Method has been instrumental in making Vaishali's practice efficient. It acts as a centralized hub for notes and plan management, ensuring "things don't fall through the cracks." It standardizes the quality of documents offered, maintaining consistency across client plans.

Most significantly, the tech stack drastically cuts down on administrative "busy work." By inputting information once and having it populate across all relevant documents, Vaishali saves immense time that can be redirected to advising clients. "That's really where the attorney should be spending their time, not recreating the wheel every time you have to draft the same documents," she asserts.

Vaishali enthusiastically recommends this technology to other attorneys, likening its user-friendliness to picking up an iPhone for the first time. "It's very intuitive in the way it works," she explains. The ease of use, combined with the "high quality legal documents" it produces, makes it a great tool. She specifically highlights this advantage over generic document generation software: "It actually creates more customized documents with the client's actual information and you're not re-entering that every time you have to do a new form."

Clients have consistently praised the efficiency and quick turnaround of their plans. Vaishali notes that clients with urgent health-related needs have had their plans signed within days, a feat that would be impossible without the support this technology provides.

Law and Life in Harmony

For Vaishali, the most rewarding aspects of being an estate planning attorney are the work-life balance and the profound satisfaction of helping people. The ability to truly connect with clients, understand their concerns, and then provide solutions that leave them "in a better position than when they first met me" is deeply fulfilling.

Before Oath, Vaishali even considered leaving law entirely, fearing that a traditional firm wouldn't offer the work-life balance she desired. However, finding estate planning through Oath's F3 method provided the perfect synergy. "I'm really grateful I found estate planning because it's a great way to have that work-life balance but also be practicing law, which is what I went to school to do," she concludes. Her journey is a great example of how the right tools and support can transform a demanding legal career into a truly rewarding and balanced life.