Financial advisors for estate planning in Kentucky

Which financial advisor should I talk to about estate planning in Kentucky?

For estate planning in Kentucky, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Tim Witham of Balanced Life Planning LLC, Daniel Wrenne of Wrenne Financial Planning and Clark Hayden of Lockshield Partners.

How many fee-only financial advisors in Kentucky work on estate planning?

The Wellspent public graph lists 61 fee-only advisors for estate planning in Kentucky, at 21 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for estate planning in Kentucky charge?

The most common fee among fee-only advisors for estate planning in Kentucky is a percentage of assets, used by 95% of the 61 with fees on file. Many use more than one: 61% charge fixed fees and 52% charge by the hour.

What credentials should a financial advisor for estate planning have?

For estate planning, look for the CFP. In Kentucky, 49% of the 61 advisors listed hold the CFP.

Does Kentucky have an inheritance tax?

Yes. Kentucky has an inheritance tax, which falls on some heirs rather than on the estate.

What should I ask a financial advisor about estate planning in Kentucky?

1. Do you review my beneficiary designations and account titling?
2. Which estate attorneys do you work with, and how do you split the work?
3. How would you plan around the state rules that apply to me?
4. How often will we revisit the plan?
5. Who in my family would owe Kentucky's inheritance tax?

How current is this list of fee-only advisors for estate planning in Kentucky?

Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.