67% of Americans do not have a basic Will or Estate Plan. This includes your members.
Improve your members' financial health by offering Estate Planning education and products.
Our Clients
We do the heavy lifting by providing white-labeled Estate Planning for your members.
Get your Wills and Trusts program (and non-margin revenue) up and running quickly by offering Estate Planning as a member benefit.
Legal Karma’s solution connects to your Credit Union’s platform and provides all the software, integrations, support and resources that you need to build your own in-house estate offering.
Legal Karma is your Estate Planning back office
You set your own fees, keep all the revenue and the relationship. Yes really!
Legal Karma helps your Credit Union generate new non-interest revenue
By providing outsourced estate planning education, Wills, Trusts, Powers of Attorney documents, and member support.
Protect against the generational wealth transfer
Learn about your member’s estate planning preferences and needs, and be well positioned for the $80 trillion wealth transfer.
Attract new members and grow your membership base
As a trusted partner, providing access to affordable estate planning services and education is a natural fit.
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.
Examples of member packages
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 member pricing based on your business needs
Think Win Win for members and your Credit Union
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.
