Shield your institution from competitors taking your member data outside of the organization and win a new revenue stream.
Learn why an entire industry is moving toward offering estate planning natively instead of referring it out.
When evaluating estate planning partners, these are the five questions that matter most.
Who controls the pricing?
If you can't set your own member pricing, you don't have a product - you have a referral.
Who keeps the revenue?
Revenue-sharing models and kickback percentages mean you're building someone else's business.
Who owns the member data?
If your platform partner retains the data, they own the relationship - not you.
Whose brand does the member see?
Co-branded or platform-branded experiences dilute your institution's trust. White-label means white-label.
What's the real implementation burden?
Easy integration means different things to different vendors. Look at actual IT requirements, timelines, and who does the work.
Head-to-head comparison
| Legal Karma | Trust & Will | OneDigital Trust | Local Attorneys | |
|---|---|---|---|---|
| Primary Focus | B2B Built for FIs | B2B & B2C hybrid | B2B whitelabel | B2B individual clients |
| Pricing & Revenue | ||||
| You Set pricing | Full control | Platform sets pricing | Partner set fees | N/A - attorney set fees |
| Rev to your institution | Yours to keep | Kickback % only | Partner keeps rev | None |
| Rev model | Yours to keep until break even | Kickback varies by volume | Similar to LK | Hourly or flat fee to attorney |
| Data & Ownership | ||||
| Account Holder Data Ownership | Partner owns it 100% | Platform retains data | Partner controls | Attorney maintains files |
| Account Holder Relationship | You own it entirely | Shared - platform has access | You own it | Attorney to client only |
| Brand Experience | ||||
| White Label (your brand only) | Full whitelabel | Co-branded only | White label | N/A |
| Member sees your institution | Always | Sometimes co-branded | Yes | No |
| Implementation | ||||
| Time to launch | 60 - 90 days | 2-4 weeks | 60 - 90 days | N/A |
| IT lift on your team | Minimal DNS - whitelist only | Light - training focused | Moderate | None |
| SSO integration | Yes | Varies | Yes | N/A |
| Dedicated Launch Team | Included | Training focused onboarding | Yes | N/A |
| Support & Operations | ||||
| Support (under your brand) | Full Chat, Email, Phone | Limited Paid Add-on | Dedicate | Direct attorney support |
| Marketing Toolkit & Materials | Everything | Training Materials | Varies | No |
| Staff Training | Included Virtual or in person | Training focused | Varies | N/A |
| Ongoing Program Optimization | Continuous | Limited | Varies | N/A |
| Security and Compliance | ||||
| SOC 2 Certified | Type 2 | Yes | Bank-grade encryption | Varies by firm |
| Attorney reviewed (all 50 states) | Yes | Yes | Yes | Individual attorney |
| Built for regulated FIs | Yes From day 1 | Partially | Yes | No |
The Legal Karma difference.
You own the pricing.
Set your own rates. You keep the revenue, no platform-controlled pricing.
You own the revenue.
100% of the margin stays with your institution, until your platform fee is paid for itself. Fixed platform fee, no surprises.
You own the data.
Account holder data stays with you.
You own the brand.
Full white-label. Your account holders see your institution - never Legal Karma.
See how Legal Karma compares with your specific requirements.
Every institution has different priorities. Book a demo and we'll walk through a comparison tailored to your platform, member base, and revenue goals.
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.