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Credit Unions
Banks
Wealth
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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.
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