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.
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.
Legal Karma is your bank’s white-label estate planning solution
You set your own fees, keep all the revenue and the relationship. Yes really!
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.
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.
Examples of customer documents
Revocable Trust Package
Protect your family assets while avoiding the burdensome probate process.
*Includes on demand support and educational consultation.
Will Package
It’s never too early to create a plan for assets, protect your family and define your legacy.
of guardian
*Includes on demand support and educational consultation.
Joint Trust Package
For couples living together, protect your family assets while avoiding the burdensome probate process.
*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.
Resources
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.
Credit Unions: The New Road to Success
Engage and build long lasting relationships with members to grow and remain competitive.
Credit Union in Arizona
Estate Planning Program is a Win/Win for Members and Credit Union’s Bottom Line.
Partners and Certifications
See for yourself
How companies are adding in millions in revenue by offering legal products to their customers.
