We believe estate planning should be as accessible as opening a bank account.

We're building a world where you go to your financial institution to get your legal needs met.

On a mission

Because people look to their financial institutions as a trusted partner, it's a natural fit to offer estate planning products as a value added resource.

We believe that everyone deserves access to Wills, Trusts, and Powers of Attorney. However, 67% of Americans don't have an estate plan in place. It's clear that traditional price points are out of reach for most Americans.

In the not so distant future, we plan to run the greatest hits of B2C legal tech through the same natural channel providers.

Our story

When starting Legal Karma, Kory and Mao took the idea of streamlining estate planning to local attorneys where they said this would never be of interest to them because it would decrease their billable hours. Recognizing that this is a flawed system and pushing Americans further away from creating estate plans, Kory and Mao questioned how this could be solved. How could creating estate plans become more readily available to Americans? 

These questions became Legal Karma.

We built the platform that lets financial institutions offer estate planning as a native part of their digital experience — under their brand, with their pricing, keeping their revenue. We handle the legal infrastructure, the document automation, the compliance, and the member support. They strengthen the relationships that matter most.

We’re backed by world-class investors

Meet our CEO, Kory Kelly

Kory Kelly is the Co-Founder and CEO of Legal Karma, the leading estate planning service for Financial Institutions. In under three years, he has led Legal Karma to now serving over a hundred financial institutions. Kory has a passion for building incredible teams.

“It’s all about discovering how diverse groups of determined individuals work well together on extremely difficult tasks. The result is a grand adventure where we feel a great sense of accomplishment for what we’ve built together.”

Partners and recognition

100+ credit unions and financial institutions trust Legal Karma to deliver estate planning to their members.

SOC 2 Type II certified. Member data is encrypted, audited, and never shared.
Attorney-reviewed in all 50 states.
Every document is built on legal frameworks reviewed by licensed attorneys in each jurisdiction.

Work with us

For financial institutions

See how Legal Karma works for your members.
Schedule a Demo

For prospective team members

We're based in Austin, Texas, and we're hiring.
Get In Touch