Win New Revenue by
Offering

Members

Customers

Members

Wills and Trusts

Your brand. Your platform. Your terms. We cover the tech, support, and legal automation.

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Our Clients

What is Legal Karma?

Legal Karma’s solution provides all the software, integrations, member support, and marketing resources that you need to build your own in-house estate planning offering. We do the heavy lifting and you win all the revenue (yes, really).

Get a demo to learn how our program can help you add new non-margin revenues, enables cross selling, and insulate your team from the generational wealth transfer.

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Legal Karma is your Estate Planning back office

Legal Karma brings self-service estate planning forms, document automation tech, member support, marketing support, rich financial data, and reporting all in one white-label solution that is integrated with your banking platform or website.

You set the prices, keep all the revenue, and own the relationship.  (Yes really!)

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Who uses the Legal Karma platform?

Credit Unions
Improve your members' financial health by offering Estate Planning products.
Banks
Increase customer value and loyalty by offering Wills and Trusts as part of their wealth and legacy planning.
Wealth
Increase customer loyalty and peace of mind by offering Wills and Trusts as part of your client’s wealth management plan.
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What does Legal Karma make possible?

Win

new, non-interest income

Promote

member financial wellness

Protect

against generational wealth transfer

Build

deeper member relationships

Attract + Retain

member base

Keep

valuable customer data in-house

Why should you offer Estate Planning?

67%

of Americans do not
have a basic Will in place

$84 Trillion

Of Generational Wealth that will be transferred over the next 30 years
With over 140 million CU members in the United States the opportunity is

BIG

How Embedded Estate Planning Works

Step One

We easily embed our white-labeled Will and Trust products directly to your existing website or portal.

Our easy to embed widgets can be added to existing portals, handling all of the technical lift from your team.

Step Two

Your members pick from a menu of packages and call us when they have questions.

Our call centers operate when you operate and are available by phone or chat support.

Step Three

Members answer guided questionnaires and create estate planning packages.

After receiving their Estate Plans, customers go into a branch or follow up with any notary they like. They are allowed 2 complementary updates to their estate plans within 6 months.
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Resources

Guide

Credit Unions and Banks are Winning New Revenue Streams

Today’s banking institutions are now developing innovative programs that have high growth potential for their members and customers.

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Guide

Credit Unions: The New Road to Success

Engage and build long lasting relationships with members to grow and remain competitive.

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Case Study

Credit Union in Arizona

Estate Planning Program is a Win/Win for Members and Credit Union’s Bottom Line.

Read More

Partners and Certifications

See for yourself

How companies are adding in millions in revenue by offering legal products to their customers.

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