Credit Unions

Lead members' financial health by offering Estate Planning education and products.

Increase non-margin revenue by offering estate
planning products as a member benefit.

Think Win-Win

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

You own the full relationship

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

We do the heavy lifting

Get your Wills and Trusts program (and revenue) up and running quickly via Legal Karma’s white-label solutions.

Our clients

It’s our goal to win the love and recommendation of everyone we work with.

Partners and Certifications