Build lasting loyalty, trust, and retention with your wealth management clients.
Increase customer loyalty and peace of mind by offering Wills and Trusts
as part of your client’s wealth management plan.
Our Customer Partners
Help your clients navigate and protect their legacy with turnkey Will and Trust solutions
Gain a comprehensive understanding of your client's assets and family dynamics to aid in their financial planning.
Your brand. Your platform. Your terms.
Legal Karma’s solution connects to your wealth 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 wealth firm’s white-label estate planning solution
You set your own fees, keep all the revenue and the relationship. Yes really!
Build multi-generational relationships
Learn about your client’s estate planning preferences and needs, and be well positioned for the $30 trillion wealth transfer.
Attract, retain and grow your client base
As a trusted partner, providing your wealth clients with proactive legacy planning and education is a natural fit.
Differentiate by offering affordable estate planning as a service
Offering additional personalized solutions are crucial for success in the dynamic market environment.
You own the full relationship and the client data
Stop referring out and keep Trust accounts and data in house. Leverage Estate Planning data and uncover new opportunities.
Examples of client 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 client pricing based on your business needs
Think Win Win for your client and your firm.
You build deeper client relationships by offering estate planning solutions and your clients 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.
