For professional advisors

Refer a client.Kentucky-licensed. Responsive.

Johnson Legal PLLC accepts referrals from financial advisors, trust officers, estate planners, and hospice and bereavement coordinators serving Kentucky clients. Twenty years of legal practice, flat fees, and a commitment to respond within one to two business days.

Who we work with

Four professional cohorts.

Financial advisors.

For clients whose plan needs a Kentucky-format will, durable power of attorney, advance directive, or revocable trust drafted and properly executed. Flat fees, signed in person at the Elizabethtown office.

Trust officers.

For account-holders who need an independent Kentucky-licensed attorney to draft, review, or integrate trust documents — including funding paperwork that actually moves assets into the trust during life.

Estate planners.

For client matters that require a Kentucky-licensed attorney for execution: in-person signings under KRS 394.040, optional KRS 394.300 court deposit, or Kentucky-specific trust funding.

Hospice and bereavement coordinators.

For families navigating an estate after a loss in Kentucky. Probate, small-estate proceedings, deed transfers, and the documents the family needs to settle the matter.

How the referral process works

Four steps. One business day to first contact.

You introduce the client.

Use the form below, or send an email to [email protected]. If your client wishes to remain anonymous until I confirm I can take the matter, that's fine — say so on the form and I'll respond to you, not to them.

I respond within 24–48 hours.

Standard response window is one business day. For urgent matters (a probate clock running, a closing scheduled, a hospital advance-directive need), mark the form “urgent” and I'll respond same-day where possible.

I run a conflict check.

Before I have any substantive conversation with the client, I confirm there is no conflict of interest with them or with anyone adverse to their matter. Until that check is clear, no attorney-client relationship is formed.

SCR 3.130(1.18) · Kentucky Rules of Professional Conduct

The client and I sign an engagement letter.

If the firm can take the matter and your client wants to proceed, I send a written engagement letter that names the matter, the scope, the flat fee, and how the work will be done. The client is my client when both of us have signed.

SCR 3.130(1.5) · Fee + scope in writing

Co-branded client handouts

Available Q3 2026.

One-page client handouts — Kentucky probate basics, the three-document estate plan, the deed-and-mortgage closing checklist — co-brandable with your firm's logo and contact card, are in development. They'll be available as PDF downloads from this page in Q3 2026. If you'd like to be notified when they ship, send a note via the form below or email [email protected].

Refer a Kentucky client.

The form below introduces the matter only — your client does not need to be on this submission. Please share only general information; privileged details follow after the conflict check.

Before you submit: No attorney-client relationship is formed between Johnson Legal PLLC and your client by this referral, by my receipt of it, or by any conversation that follows, until I have run a conflict check and your client and I have both signed a written engagement letter.

Please share only general information now. Do not include privileged details, sensitive fact-narratives, or documents. The conflict check usually takes one business day.

This is an advertisement. Elton Johnson, KY Bar # 101547, is responsible for its content.