Only 1 in 3 American adults have an estate plan in place. This includes your banking customers.

Increase customer value and loyalty by offering Wills and Trusts
as part of their wealth and legacy planning.

GET A DEMO

Our Customer Partners

Get your Wills and Trusts program up and running by offering Estate Planning as a customer benefit.

Add non-margin revenue to your existing wealth and legacy planning services.

Your brand. Your platform. Your terms.

Legal Karma’s solution connects to your banking platform and provides all the software, integrations, support and resources that you need to build your own in-house estate planning department.

GET A DEMO

Legal Karma is your bank’s white-label estate planning solution

Self-service document automation
Completed legal documents
Client support
Marketing support
Rich financial data and insights
Reporting

You set your own fees, keep all the revenue and the relationship. Yes really!

GET A DEMO

Legal Karma helps your  bank grow new non-interest revenue

By providing outsourced estate planning education, Wills, Trusts, Powers of Attorney documents, and customer support.

Protect against the generational wealth transfer by building deeper relationships with customers

Learn about your customer’s estate planning preferences and needs, and be well positioned for the $30 trillion wealth transfer.

GET A DEMO

You own the full relationship and the customer data

Stop referring out and keep Trust accounts and data in house. Leverage Estate Planning data and cross sell to other relevant in-branch services.

Attract new customers and grow your customer base

As a trusted partner, providing access to affordable estate planning services and education is a natural fit.

GET A DEMO

Examples of customer documents

Revocable Trust Package

Protect your family assets while avoiding the burdensome probate process.

State specific Revocable Living Trust
Pour Over Will Powers of Attorney (healthcare and durable)
HIPAA Authorization
Living Will
Declaration of appotintmentof guardian
Appointment of agent  to control disposition of remains

*Includes on demand support and educational consultation.

Joint Trust Package

For couples living together, protect your family assets while avoiding the burdensome probate process.

State specific Revocable Living Trust
Pour Over Will Powers of Attorney (healthcare and durable)
HIPAA Authorization
Living Will
Declaration of appotintmentof guardian
Appointment of agent  to control disposition of remains

*Includes on demand support and educational consultation, for 2.

You set the customer pricing based on your business needs

Think Win Win for customers and your Bank

You win new revenue through estate planning solutions and your members receive access to affordable estate planning.

Get a demo to learn how our technology and service can help your business grow.

GET A DEMO

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.

Read More
Guide

Credit Unions: The New Road to Success

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

Read More
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