Allison Cooper, Estate Planning Attorney
About Allison

Estate planning that works across your whole financial picture.

I started Cooper Law because I love the law — and because estate planning sits at the intersection of everything I care about: legal strategy, tax planning, and financial security. With a background that spans law, finance, tax, and insurance, I can speak all the different languages that make up an estate plan. That’s rare. Most attorneys speak one. Most financial advisors speak another. The plan your family depends on needs someone who speaks all of them at the same time.

Estate planning is complex — even simple plans. Especially simple plans. That’s what’s wrong with online will providers: what you pay for isn’t necessarily what you received, even if you think it is. I’ve seen clients who believed their will left everything to their trust — but the will didn’t name a trust. Their whole plan existed only in their imagination, and it cost them a few hundred dollars in wasted money. People shouldn’t throw money at a solution that might not even do what they want — especially when their goals weren’t complicated to begin with.

I’m not a replacement for your existing advisors. But because I understand what each of them does, I can build an estate plan that doesn’t contradict or ignore the rest of your financial life.

Serving Kentucky, Indiana, and Ohio.

J.D. CPA CFP® Licensed KY · IN · OH
The difference it makes

Three credentials. One plan that actually works.

Most people work with a separate attorney, CPA, and financial advisor — and hope those three people are talking to each other. At Cooper Law, all three perspectives are already in the room.

Your attorney sees the legal picture

Who gets what. How assets transfer. Whether your documents hold up in court. What happens to your minor children. The formal legal structure of your plan.

Your CPA sees the tax picture

How assets are titled. Estate tax implications. Income tax considerations at death. Whether the structure of your plan creates unintended tax consequences.

Your CFP® sees the financial picture

How your retirement accounts fit in. Whether beneficiary designations align with your plan. How wealth transfers to the next generation efficiently.

When one person holds all three lenses, the gaps disappear. You get a plan where the legal structure, the tax strategy, and the financial picture all speak the same language — because they were designed together.

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