Simple economics. Real revenue.
Legal Karma partners earn revenue from day one. You set the pricing for your members, we provide the platform and fulfillment. No hidden fees.
Three packages. Every life stage covered.
Your account holders choose the package that fits their needs. Each one is delivered through a guided digital experience - with live support available at every step.
Will
Last Will & Testament
Power of Attorney (Financial)
Advance Healthcare Directive / Living Will
HIPAA Authorization
Guided, step-by-step digital workflow
Average completion time: 15 minutes
Progress saving
Account holders can start, stop, and return at any time
Built-in educational guidance explaining each decision in plain language
Digital document delivery and secure storage
Live support via chat, email, and phone throughout the process
Revocable Trust
Revocable Living Trust
Pour-Over Will
Certificate of Trust
Trust Funding Guidance
Power of Attorney (Financial)
Advance Healthcare Directive / Living Will
HIPAA Authorization
Trust-specific guided workflows with plain-language explanations of trust concepts
Asset inventory worksheet to help members identify what should be funded into the trust
Beneficiary and successor trustee designation tools
Digital document delivery, secure storage, and trust summary dashboard
Joint Trust
Joint Revocable Living Trust
Pour-Over Wills (2)
Certificate of Trust
Trust Funding Guidance
Powers of Attorney, Financial (2)
Advance Healthcare Directives / Living Wills (2)
HIPAA Authorizations (2)
Dual-workflow experience
Spousal coordination tools
Survivor provisions guidance
Digital document delivery and secure storage for both spouses
Will Package
Revocable Trust
Joint Trust
A partnership model designed for your bottom line.
You set package pricing
Choose the retail price your account holders pay for each estate planning package. You control your margins.
Account holders enroll through your branded experience
Account holders purchase directly through digital platforms. The experience is fully white-labeled (*or grey-labeled to your preference*) your brand, your experience, your relationship.
Legal Karma fulfills the plan
We handle document automation, legal review, compliance, and all account holder support.
You keep the revenue
You keep all the revenue until breaking even, then we enter a rev share model.
What's included for every partner.
White-label platform configuration — Your brand, your domain, your colors.
Full document automation — Attorney-reviewed, state-specific legal documents generated automatically.
Member support — Live support via chat, email, and phone. Your members get help without burdening your team.
Marketing toolkit — Launch emails, digital banking assets, branch collateral, and campaign templates to drive enrollment.
Program dashboard — Real-time analytics on enrollment, completion, revenue, and engagement.
Compliance infrastructure— State-specific legal compliance in all 50 states. Regular attorney review and template updates.
Dedicated launch team — Hands-on onboarding, integration support, and go-live management.
See how your institution can earn revenue from estate planning - starting in weeks.
Get a personalized walkthrough with revenue projections based on your member base.
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.