Estate planning documents, drafted when you actually need them.

Individual documents in one to two weeks. Complete plans in four to six. And when the situation genuinely can’t wait (surgery scheduled, a parent declining, a deadline you didn’t choose) documents can be in your hands in 48 to 72 hours. Nearly every engagement is a flat fee, quoted in writing before any work begins.

Allison Cooper, JD · CPA · CFP®  |  Kentucky · Indiana · Ohio

I just need one or two things

You know what you need, or you’re not ready for a full plan yet. These are individual documents drafted correctly for your state.

Just one document
A single power of attorney, living will, or medical POA: drafted for Kentucky, Indiana, or Ohio and delivered with signing instructions.
1-2 weeks
Priority available: 48-72 hours
The essential three
The documents that make sure someone you trust can step in if you’re unable to: for your finances, your medical care, and your end-of-life wishes. These only take effect when you need them to.
1-2 weeks
Priority available: 48-72 hours
What’s in this
Durable power of attorney: designates someone to handle your finances if you’re unable to
Living will / advance directive: documents your wishes for end-of-life medical care
Medical POA / healthcare surrogate: designates someone to make medical decisions if you can’t speak for yourself
HIPAA authorization: allows your designated people to access your medical information
Standalone will
A last will and testament on its own, no ancillary documents. Best if you already have current POAs and a healthcare directive in place from another source.
2-3 weeks
Priority available: 48-72 hours
What’s in this
Last will and testament: states who receives your property and names your executor and (if applicable) a guardian for minor children
One thing to know: a will only takes effect after death. If you become incapacitated, a will doesn’t help anyone manage your finances or speak for you medically. That’s what the ancillary documents (POA, medical POA, living will, HIPAA) are for. Most families want both pieces working together. If that’s you, the Will-Based Plan below combines them all.
I need a complete plan

Full estate planning with legal, tax, and financial coordination, because all three need to work together.

Will-based plan
A complete legal foundation: your wishes are documented, decision-makers are designated, and your family has clarity. The right choice when a trust isn’t needed for your situation, and we’ll talk through whether that’s you.
4-6 weeks
What’s in this
Last will and testament
Durable power of attorney
Living will / advance directive
Medical POA / healthcare surrogate
HIPAA authorization
One thing to understand about will-based plans: assets pass through probate, the court-supervised process for distributing your estate. That’s a tradeoff worth knowing about. During your consultation we’ll talk through whether that tradeoff makes sense for your family or whether a trust-based plan fits better. Need it fast? Ask about Estate Planning 911.
Full estate plan
For more complex situations: significant assets, tax concerns, asset protection needs, or Medicaid planning. Includes an irrevocable trust as part of a coordinated strategy.
6-8 weeks • Priority not available due to complexity
What’s in this
Everything in the Family Protection plan
Irrevocable trust: for asset protection, Medicaid planning, or tax strategy
Tax-integrated strategy using Allison’s CPA and CFP® credentials
Certificate of trust and funding instructions for all trusts
Available for individuals or couples. Trust structure is determined during your scoping call.
48-72 hours
Estate Planning 911
Surgery next week. Health crisis. Parent in the hospital. You need documents now, not in six weeks.
Flat fee · quoted same day
48-72 hours
Two options
Will-based 911 • will + all essential documents + HIPAA
Trust-based 911 (recommended) • revocable trust + pour-over will + certificate of trust + funding instructions + all essential documents + HIPAA
Call and you’ll have a flat fee the same day, before any work begins. Louisville area: Allison comes to you at hospitals, nursing facilities, rehab centers, and professional offices. House calls are not generally available. Remote clients: phone and video with electronic delivery and step-by-step signing and execution instructions.
Learn more about Estate Planning 911 →
Your child just turned 18

The day they turn 18, you lose the legal ability to make medical or financial decisions for them, even in an emergency, unless the right documents are in place.

Protection Plan
Everything in Essentials plus a simple last will and testament, a good fit for young adults who want a will in place too.
1-2 weeks
Priority available: 48-72 hours
What’s in this
Simple last will and testament
Durable power of attorney
Living will / advance directive
Medical POA / healthcare surrogate
HIPAA authorization, so parents can still talk to their child’s doctors
Foundation Plan
For young adults with real assets (inheritance, a home, business interests, or significant savings) who want a trust-based plan from the start.
3-4 weeks
Everything in the Protection Plan, plus
Revocable living trust
Pour-over will (replaces the simple will)
Certificate of trust
Trust funding instructions
Trust funding (asset re-titling) is a separate engagement priced based on the work involved.

All three tiers are discounted for clients under 25, and priced so cost isn’t the reason families put this off. See full details on all three plans →

Additional services

Irrevocable trust add-on

Quoted at consultation

Add to any Family Protection plan. For asset protection, Medicaid planning, or tax strategy. Includes certificate of trust and funding instructions.

Standalone irrevocable trust

Quoted at consultation

For clients with an existing base plan from another attorney. Most of these are quoted as a flat fee based on the structure you need, from a simple irrevocable trust through complex Medicaid, ILIT, and asset-protection planning. The most open-ended of them may be quoted hourly instead; either way you’ll know which before anything starts.

Miller Trust (Qualified Income Trust)

Quoted at consultation

For long-term-care Medicaid when monthly income is over the limit. I draft the document only, not the Medicaid planning, application, or funding. Kentucky, Indiana & Ohio, typically 24-72 hours. Because every income situation is different, I quote a flat fee after a quick review. Details →

Quitclaim deed transfer

Quoted per deed

Transfer real property into your trust. Most KY, IN, and OH counties. Preparation, filing, and confirmation included.

On-site / bedside visit

Quoted at consultation

When signing needs to come to you, a hospital, nursing facility, rehab center, or home in the Louisville area. I bring a mobile printer and full signing setup, so last-minute changes can be made and re-printed on the spot instead of forcing a second visit. This covers the visit itself, separate from turnaround speed; distance beyond the metro, after-hours, or multiple visits are quoted higher.

Will / trust update

Quoted at consultation

Update a will or trust originally drafted by Cooper Law. New beneficiary, marriage, divorce, new child, etc. For documents drafted by another attorney, see consultation.

Consultation

Quoted at booking

General estate planning consultation, document review of another attorney’s work, trust funding review, or second opinion. One-hour minimum. Credited toward your engagement if you proceed within 30 days.

How your fee is set: Almost every engagement is a flat fee, quoted in writing before any work begins, not a number that moves after you’ve said yes. Fees aren’t published here because estate planning is genuinely different for every family: what you pay depends on the scope and complexity of your matter, including how many documents you need, the trust structure involved, expedited timelines, and on-site or bedside visits.

A small number of matters are genuinely open-ended: contested or disputed situations, business succession, property in several states, or planning that unfolds over time rather than finishing at a signing. Quoting those as a flat fee means guessing, and guessing badly in either direction is worse for you than it is for me. For that narrow category I’ll propose an hourly engagement instead, with the rate and a realistic estimate agreed in writing before any work starts. You will never be moved onto hourly billing partway through a flat-fee matter.

Either way, you’ll know the structure and the number on a short scoping call, at no charge and with no obligation. Every engagement includes document drafting and a written summary of next steps; asset titling, deed preparation, and coordination with other advisors are separate engagements.

Your choice on every service

Electronic delivery

Secure PDF with annotated signing instructions. Callout boxes show exactly what to sign, witness, and notarize. Print at home and execute.

Mailed signing kit

Printed documents mailed with tabbed signing instructions and signing stickers. Standard shipping included. Allow 3-5 additional days.

Cooper Law’s obligation is fulfilled upon delivery to the postal carrier. Clients with time-sensitive deadlines are strongly encouraged to choose electronic delivery.

In-person signing

Louisville-area clients are welcome to schedule an in-person signing at the Cooper Law office. For hospitalized clients or clients in nursing facilities, Allison is available on-site by arrangement as a priced add-on (see On-site / bedside visit). House calls are not generally available.

In-person signings are by appointment and subject to scheduling. Hospital and facility visits are limited to the Louisville area. Please mention your preference in your intake form.

What makes this different

Triple-credential perspective

Allison holds a JD, CPA, and CFP®: legal, tax, and financial planning coordinated in a single engagement, not three separate professionals.

Drafting is all I do

No probate, no guardianship, no litigation, those go to referral partners who do them well. Staying out of the courtroom is exactly what keeps me available: no hearing can bump your documents down the queue. It’s why one to two weeks is normal here, and 48-72 hours is possible at all.

Three-state coverage

Licensed in Kentucky, Indiana, and Ohio. Ideal for families with property or family across state lines.

On-site & bedside signings

For clients in a hospital, nursing facility, or rehab center in the Louisville area, Allison brings the signing to you, mobile printer included, so edits can be made on the spot. Available as an add-on when you need it.

Online estate planning templates can’t see what an attorney can.

They can’t give legal advice. They can’t tailor documents to your state’s execution requirements. They can’t tell you when what you think you’re getting isn’t what you’re actually getting. In my experience, I’ve reviewed documents from online providers that didn’t comply with Kentucky’s witness requirements, trusts that were never properly funded, and powers of attorney too narrow to do what the client intended. Working with an attorney who holds a JD, CPA, and CFP® means your plan accounts for the legal, tax, and financial picture that a template cannot see.

A note on timelines

Standard timelines listed above are estimates that depend on client responsiveness, document complexity, and current caseload. The clock starts when Cooper Law has received all completed intake materials, not from the date of initial inquiry.

Priority Planning is available on select comprehensive packages. Priority engagements are completed within 5 business days of receiving all intake information and are subject to attorney availability. Priority is not available on Full Estate Plans due to the complexity of irrevocable trust structures.

Estate Planning 911 is a separate emergency service with a 48-72 hour turnaround. Learn more →

Ready to protect the people you love?

Submit a short intake form. Cooper Law responds within 2 business days under normal circumstances.

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Licensed in KY, IN & OH