For Financial Advisors, CPAs, Attorneys & Wealth Managers
Estate planning that reflects well on you.
When you refer to Online Trust Attorney, your clients work directly with Luke Reynoso, J.D., LL.M. (Taxation), a licensed Arizona estate planning attorney you can call by name. No handoffs. No unknown attorneys. No black box.
A named attorney you and your clients can get to know.
When you refer to Online Trust Attorney, there is one attorney behind every plan. You can meet him, see how he works, and know who your client is talking to.
You know who does the work
Luke Reynoso, J.D., LL.M. (Taxation) runs every design meeting, drafts every document, and answers every question about the plan himself.
Get to know Luke first
Before you ever refer a client, book a short video call with Luke. Ask about the process, the documents, and how he works with advisors.
Funding you can follow
With your client's permission, Luke works directly with you on retitling and beneficiary designations so the plan actually gets funded.
The OTA Difference
One attorney. Your name on the referral. His license on the work.
Luke has completed more than 3,000 estate plans since 2007, all in Arizona. He holds a master of laws in taxation, the advanced degree that matters when a plan has to work alongside the portfolios, retirement accounts, and tax strategies you have built for your client.
Every client you refer is personally handled by Luke from intake through signed documents. He coordinates with you throughout, keeps you informed on your client's progress, and welcomes you into the process as much or as little as you prefer.
You are not handing your client to a platform. You are introducing them to a colleague.
We handle the estate plan. You remain their advisor. Luke does not manage assets, sell products, or compete for your business. He does the legal work, points the client back to you for the financial decisions, and keeps you in the loop on funding so nothing falls through the cracks.
How Luke Works With Advisors
A peer, not a competitor.
Collaborative, not competitive
We complement your work, never replace it. The financial relationship stays with you.
Coordinated communication
With your client's permission, we keep you informed throughout.
Beneficiary alignment
We keep beneficiary designations consistent with the plan you have built.
Trust funding coordination
Practical, advisor-friendly guidance on moving the right assets the right way.
Flat-fee transparency
Your clients know the price up front. No hourly billing. No surprise invoices.
Arizona-specific planning
Drafted to Arizona statutes.
Clear communication throughout
Predictable cadence and clean handoffs. You are never left wondering where things stand.
Direct attorney-client relationship
The engagement always remains directly between attorney and client.
A Simple Referral. A Complete Estate Plan.
Your only job is the introduction. Luke handles everything after that and keeps you in the loop.
You Make the Introduction
With your client's permission, introduce them to Luke directly. You can send a joint email with your client copied, or simply share the Online Trust Attorney website with them. Once they are connected, Luke takes it from there and keeps you in the loop.
Your Client Enrolls and Meets With Luke
Your client chooses their estate plan package, pays the flat fee, and completes PlanBuilder, our smart online questionnaire that takes minutes, not hours. They then book a private video design meeting with Luke. If your client wishes, you are welcome to join.
Luke Designs and Records a Video Review
Luke personally prepares the complete trust based plan and then records a custom video walking your client through the important aspects of their trust. With your client's consent, this video is commonly shared with you as well.
Client Review and Revisions
Your client reviews the video and all of their documents, asks Luke any questions, and receives one included revision before finalizing.
Signing and Execution
Your client receives professionally bound documents with written and video signing instructions from Luke. They can sign with a mobile notary at home, sign with you at your office, or sign in person at Luke's Scottsdale office for a flat fee of $175.
Funding and Alignment
Once the documents are signed, Luke works directly with you to make sure your client's assets are properly aligned with the trust, through beneficiary designations and trust account titling, so the plan actually works when it needs to.
No blind referrals. No awkward follow-ups. No wondering what your client got.
Advisors who refer to Online Trust Attorney know exactly what their client is getting because they know Luke. He is reachable, responsive, and treats your relationship with your client as something worth protecting.
Arizona estate planning has too many anonymous options. OTA is the referral you can stand behind.
How We Work With Advisors
Request a sample referral packet
See exactly what your client receives before you send anyone our way. The packet covers the flat fee schedule, the documents included in each plan, the client timeline from screening to signing, and how Luke keeps you informed along the way. We handle the estate plan. You remain their advisor. Luke handles the legal work and sends the client back to you with a funded, finished plan.
info@onlinetrustattorney.com
Flat Fee Pricing
Transparent packages. No surprises for your clients.
Arizona Only Practice
Luke only serves Arizona clients. No national volume, no corners cut.
Named Attorney Accountability
One attorney. One license. One person responsible.
Know What Your Client Is Getting Before You Refer
Transparent flat fee pricing. No hourly billing. No hidden fees. Packages are confirmed before any commitment.
Foundation Plan
Includes: Revocable Living Trust, Pour-Over Will, Durable Financial Power of Attorney, Health Care and Mental Health Care Powers of Attorney, Living Will for end of life care, Burial Wishes, and one Arizona Deed Transfer.
A complete, attorney-prepared estate plan for clients with straightforward planning needs. Every document is drafted by Luke personally. The price you see is the price you pay, no add-ons, no surprises.
Legacy Protection Plan
Includes: Everything in Foundation, plus enhanced distribution controls, sub-trusts for creditor and divorce protection, provisions designed to protect inherited assets, tax basis planning, transfer tax planning, IRA and Retirement Account Protection, which keeps an inherited IRA or 401(k) tax-efficient and protected from an heir's divorce, creditors or a bad year, and one Arizona Deed Transfer.
Designed for clients with more complex needs including blended families, significant assets, or beneficiaries who benefit from structured or protected distributions. Tax basis planning and transfer tax planning are included in the flat fee, not quoted separately.
Adulting Essentials Package
Includes: Durable Financial Power of Attorney, Health Care Power of Attorney, Mental Health Care Power of Attorney, Living Will for end of life care, and HIPAA Authorization.
Ideal for clients with college-age children or adult dependents who need the essential documents every adult over 18 should have in place.
Trust-based packages include one Arizona deed. Additional deeds are $375 each. Every plan includes an Attorney Design Review before drafting begins. Notary and signing fees are not included, and mobile notary referrals are provided. All pricing is confirmed at engagement with no surprises.
Ready to Refer? Make It Easy for Your Client.
The simplest referral is a warm introduction. Share Luke's information directly with your client and let them take the first step. That way your client is in control of the timing and you never have to chase anyone down.
Share This With Your Client
Prefer to Send a Quick Email Introduction?
Some advisors find it easiest to copy Luke on an introduction email to their client. Here is a simple template you can use.
Subject: Introduction, Estate Planning with Luke Reynoso Hi [Client Name], I wanted to introduce you to Luke Reynoso, an Arizona estate planning attorney I refer clients to when they are ready to get a trust-based plan in place. Luke runs a virtual practice called Online Trust Attorney. The process is straightforward, the pricing is flat fee and fully transparent, and you work directly with Luke from start to finish. You can reach Luke at luke@onlinetrustattorney.com or visit www.OnlineTrustAttorney.com to learn more and get started. [Your Name]
Questions before you refer? Luke is happy to connect with you first.
Why Advisors Work With Us
Make the referral. Keep the relationship.
Clients feel well taken care of
A thoughtful, attorney-led process leaves clients feeling well taken care of.
No billing surprises
Flat fees mean no awkward calls about creeping hourly bills. The price your client hears is the price they pay.
Fast, predictable turnaround
A streamlined, modern process means plans get finished, not stuck in someone's drafting queue for six months.
Responsive communication
You should not have to chase status updates. Expect prompt replies and clean handoffs at every step.
Let's Connect
Let's talk about working together.
Luke works with a select group of Arizona financial advisors, CPAs and attorneys. If you would like to explore whether it is a good fit, he welcomes a short conversation.
A 20-minute introduction. No prep required.