The engine powering Wills & Trusts for 100+ financial institutions
Your account holders are already buying wills and trusts — just not from you.
Trusted by 100+ financial institutions
WyHy Federal Credit Union
Lake Trust Credit Union
Check out referrals from dozens of other happy customers
What is Legal Karma
Legal Karma’s solution provides all the software, integrations, member support, and marketing resources that you need to build your own in-house estate planning offering. We do the heavy lifting and you win all the revenue (yes, really).
Get a demo to learn how our program can help you add new non-margin revenues, enables cross selling, and insulate your team from the generational wealth transfer.
For You
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Legal Karma is your
Estate Planning back office
Legal Karma brings self-service estate planning forms, document automation tech, member support, marketing support, rich financial data, and reporting all in one white-label solution that is integrated with your banking platform or website.
You set the prices, keep all the revenue, and own the relationship. (Yes really!)
Your account holders are already buying wills and trusts. Just not from you.
Every year, millions of Americans create Wills and Trusts through third-party services that pull member relationships away from their financial institutions. We provide the technology, legal infrastructure, and operational support so you can offer estate planning as a native part of your digital experience.
Why financial institutions choose Legal Karma
You keep all the data.
Your brand, your relationship, our infrastructure.
Go live in weeks, not years.
Pre-built integrations, white-label configuration, and a dedicated launch team. Most partners live within 4 weeks of signing.
Keep the revenue you generate.
You set the pricing. You own the member relationship. Legal Karma operates as infrastructure - not a competing brand.
Built for regulated institutions.
SOC 2 compliant. Attorney-reviewed in all 50 states. Designed from day one for the compliance requirements of banks and credit unions.
Create a profitable estate planning department in weeks instead of years.
We'll show you how WyHy CU became profitable in just 3 months after launching.
100+ Financial Institutions
Legal Karma is not a law firm nor are we attorneys. Legal Karma is not the substitute for an attorney or law firm. Legal Karma does not provide legal advice. This site and applications are not intended to create any attorney-client relationship, and your use of Legal Karma does not and will not create an attorney-client relationship between you and Legal Karma.