Win new revenue by offering your customers Wills and Trusts.

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

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Explore our industries

Credit Unions

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Banks

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Wealth

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Drive your Customer's Estate Planning needs
while adding new income.

Offer simplified Wills, Trusts, and Powers of Attorney through your own customer platform.
We provide the legal automation, customer support, and payment capture.
You set the prices and win the revenue.

Learn how

Own the relationship and keep client data in house.

Shield your customer base from competing institutions.
By being the Will and Trust provider, you gain valuable data on their assets and family structure.
Leverage data to enable cross selling into your other services.

How it works

Step One

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

Our easy to embed widgets can be added to existing portals, handling 95% of the technical lift from your team.

Step Two

Your customers pick from a menu of services and call us when they have questions about their Wills and Trusts.

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

Step Three

Customers answer guided questionnaires and meet with our Paralegal staff.

Before receiving their legally binding Estate Plans, customers will meet with our staff to do a final check.
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What our clients say

It’s our goal to win the love and recommendation of everyone we work with.

“We reduced our workload by 70%. Legal Karma solved a problem we’ve been trying to fix for years and treated us like family.”

Pete M.
J.D.

“We reduced our workload by 70%. Legal Karma solved a problem we’ve been trying to fix for years and treated us like family.”

Pete M.
J.D.

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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