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.

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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.

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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.

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Legal Karma is your Estate Planning back office

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!

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Legal Karma helps your Credit Union generate new non-interest revenue

By providing outsurced 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.

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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.

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Examples of member packages

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 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.

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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.

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Guide

Credit Unions: The New Road to Success

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

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Case Study

Credit Union in Arizona

Estate Planning Program is a Win/Win for Members and Credit Union’s Bottom Line.

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Partners and Certifications