Win New Revenue by




Wills and Trusts

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


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.


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!)


What does Legal Karma make possible?


new, non-interest income


member financial wellness


against generational wealth transfer


deeper member relationships

Attract + Retain

member base


valuable customer data in-house

Why should you offer Estate Planning?


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


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.
GET a demo



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Case Study

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Partners and Certifications