Partner with an estate planning attorney who is also a CFP® and a CPA — and who actually answers the phone. Your clients get responsive, white-glove service. You get a specialist who coordinates with you and never competes for the relationship.
JD · CPA · CFP® • Licensed in KY, IN & OH • Fully remote
The thing advisors tell me most often is how hard it can be to reach an estate attorney — calls that don’t come back, and clients waiting weeks for a first meeting. Often that’s because those attorneys are tied up in court doing important work. I’m built differently.
I focus solely on proactive estate planning and refer probate, guardianship, and litigation to trusted attorney partners who do that work well. Staying out of the courtroom is exactly what keeps me available for you and your clients.
You and your client won’t be left chasing me. I return calls and emails and keep you posted along the way — that’s the baseline, not a perk.
Your referred clients won’t sit in a weeks-long queue just for a first conversation. We get going while it’s still top of mind for them.
Every plan moves at the pace the work and your client’s responsiveness allow — but you’ll never be left wondering whether I got your message.
Most estate attorneys don’t speak finance or tax. I hold a JD, CPA, and CFP® — so beneficiary designations, trust funding, and tax coordination are handled right the first time, alongside the plan you manage.
Your client already trusts you. When you connect them with an attorney who actually responds and genuinely cares, you’re the one who solved a problem they didn’t know how to solve — and you deepen the relationship you’ve already built.
Drafting the plan is my whole lane — I don’t manage money, sell insurance, or file taxes. My background means I genuinely respect what you do and won’t encroach on it. I keep you in the loop, align the documents with your work, and send your client right back to you.
Your referred clients aren’t left sitting in a six-week queue for a first meeting. We get the conversation going while it’s still top of mind — and if a client is ever in a genuine time crunch, ask me about their options.
A guided, low-friction process by phone or video. Documents are delivered electronically for clients who need them right away, or as a mailed binder — always with clear signing instructions. If a client needs to sign together, we can arrange a Zoom signing, and I’ll make an effort to be there in person when circumstances allow. Serving clients across Kentucky, Indiana, and Ohio.
Beneficiary designations, trust funding, and tax strategy aligned with the portfolio and policies you manage — not handed off in a silo.
Published, flat-fee pricing and payment plans — so your client always knows the cost before they commit. No surprises to reflect back on you.
Life insurance and estate planning are deeply intertwined. I make sure beneficiary designations are coordinated with the overall plan and, where it fits, I draft irrevocable life insurance trusts (ILITs) so the death benefit stays outside your client’s taxable estate. Your policy becomes part of a plan that actually works — and you stay the trusted agent who made it happen.
For a client with a loved one who has a disability, I draft supplemental (special) needs trusts that protect an inheritance without jeopardizing Medicaid or SSI. For a client who needs to qualify for Medicaid long-term care, I prepare Miller trusts (qualified income trusts) — fast, so your application isn’t held up. If your client’s situation is more than a basic will, I can handle the legal side — and coordinate it with you.
Fill-in-the-blank and “estate-planning-in-a-box” tools look easy — but estate planning is the practice of law for a reason. When documents are generated without a lawyer looking at the whole picture, the gaps often don’t surface until a family is already in crisis. A few I see regularly:
A pour-over will is only as good as the trust it funds. If that trust was never actually created — or is named incorrectly — the assets can land right back in probate, the exact thing everyone was trying to avoid.
An unfunded trust protects no one. Re-titling accounts and property into the trust is where most plans quietly fail — and it isn’t something software does for you.
Packaged plans often skip or generic-ify the ancillary documents — durable power of attorney, healthcare power of attorney, living will, and HIPAA authorization. Those are what let someone step in if your client is alive but incapacitated.
Signing, witnessing, and notarization rules are specific and differ across Kentucky, Indiana, and Ohio. A document that isn’t executed correctly may not hold up when it’s finally needed.
None of this is a knock on convenience — it’s simply what a real attorney is for. When you send a client my way, someone is looking at the whole picture and standing behind the work.
We confirm we’re a fit and I learn how you like to work with your clients.
A warm handoff, an email, or a shared intake link — whatever’s easiest for you.
A plan built around their real situation, done right — with real communication the whole way through.
You stay informed, the plan aligns with your work, and your client stays yours.
When you think a joint meeting will strengthen your client relationship, I’m glad to sit down with the two of you together — in person or by video. You stay part of the conversation, and your client sees their whole team working in sync.
Send me a little about your practice and how you’d like to work together. I’ll follow up within 2 business days — no obligation, no pressure.
Opens a short secure form. Prefer to reach out directly? Call 502-754-1351 or email allison@cooperlawky.com. Reaching out simply starts a conversation about a professional referral relationship — it does not create an attorney-client relationship.
Give your clients a specialist who coordinates with you — and makes you look great doing it.
Set up a partnership call